The Referral Process
Key Topics
How to Submit a Referral
Step-by-step guide with video tutorial
Getting Paid
Commission payment process explained
Selecting Partner Agents
How to choose the right agent for your referral
Who Receives Referrals
Understanding referral placement options
Quick Actions
Submit Referral
Start a new referral
Commission Calculator
Estimate your earnings
Sample Agreement
View example agreement
Commission Information
Typical Referral Fees: Most referrals earn 25% of the gross commission due to the side referred. You’re free to negotiate the best rate the market will bear when you place the referral yourself.
Payment Timeline
Managing Referrals
- New Referrals
- Active Referrals
- Completed Referrals
Starting a Referral
- Gather client information
- Research target market
- Identify qualified agents
- Negotiate referral fee
- Submit agreement online
Frequently Asked Questions
Can I refer myself or family members?
Can I refer myself or family members?
Absolutely! It’s one of the best benefits of holding your license. You can refer yourself or immediate family members and earn the same commission as any other referral.
Do you restrict where I send referrals?
Do you restrict where I send referrals?
No! Unlike many competitors, we don’t restrict where you send referrals. Build relationships with any qualified agents you trust.
How do I change a fully executed referral agreement?
How do I change a fully executed referral agreement?
Complete a new agreement. In the “Notes” section, state that it replaces the previous agreement dated [date]. Contact support if you need help voiding the old agreement. For more details, read up on how to change a referral agreement.
Where do I find past referrals?
Where do I find past referrals?
You can find your past referrals on the member portal in the referral transactions tab.
Resources
Referral Fee Guide
Learn about fee structures
W9 Form
Download for receiving brokers