Quick Start
Submit your referral agreement in minutes through our online portal.Step-by-Step Process
1
Navigate to Member Portal
2
Click Submit a Referral
Find the “Submit a Referral” button in your member dashboard
3
Select Receiving Agent Status
Choose whether you’ve already selected a receiving agent:
- Yes - Proceed to enter agent details
- No - Review our guide on finding a referral partner
4
Enter Agent Information
If you selected “Yes”, provide:
- Receiving agent name and contact info
- Receiving manager name and contact info
5
Complete Referral Details
Fill in all required information about:
- Client details
- Property location
- Transaction type (buy/sell)
- Referral fee percentage
6
Submit Agreement
Review and submit. All parties will receive the agreement via DocuSign for electronic signature.
Information You’ll Need
Before starting, gather the following information:- Client Information
- Agent Information
- Transaction Details
- Full name(s)
- Contact phone number
- Email address
- Current address
- Property preferences or listing details
Best Practices
Negotiate Your Fee First
Negotiate Your Fee First
Always agree on the referral fee percentage with the receiving agent before submitting the agreement. Learn about typical referral fees.
Follow Up Promptly
Follow Up Promptly
Check with the receiving agent and manager the next business day to ensure they received the DocuSign request. Quick follow-up prevents delays.
Keep Records
Keep Records
You’ll automatically receive a fully executed copy via email once all parties sign. Save this for your records and for commission disbursement.
Set Up Payroll First Time
Set Up Payroll First Time
After your first referral, we’ll invite you to create an account with our payroll provider for direct deposit. This streamlines future payments.
Managing Your Referral
After Submission
Once you submit the referral agreement:- Automatic Distribution - DocuSign sends to all parties
- Track Signatures - Monitor who has signed
- Receive Confirmation - Get fully executed copy via email
- Stay Involved - Check in periodically on transaction progress
Need to Make Changes?
If you need to modify an existing referral agreement:Change Referral Agreement
Learn how to update or replace an agreement
Common Questions
What if the agreement doesn't fit my situation?
What if the agreement doesn't fit my situation?
For unique referral structures, contact our support team for assistance with custom agreements.
How long does the signing process take?
How long does the signing process take?
Most agreements are fully executed within 24-48 hours. Follow up if you don’t receive confirmation within this timeframe.
Can I submit multiple referrals at once?
Can I submit multiple referrals at once?
Yes, but each referral requires a separate agreement. Submit them one at a time through the portal.
What if the receiving broker needs a W9?
What if the receiving broker needs a W9?
Send them this W9 form and copy us at [email protected].
Next Steps
After submitting your referral:Pro Tip: Build strong relationships with a few reliable agents in different markets. This makes the referral process smoother and increases your success rate.