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Quick Start

Submit your referral agreement in minutes through our online portal.

Member Portal

Access the referral submission form

Sample Agreement

Review example agreement

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Step-by-Step Process

1

Navigate to Member Portal

Go to https://app.generalreferral.com/dashboard
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:
Referrals placed by GR are capped at 20% commission.
4

Enter Agent Information

If you selected “Yes”, provide:
  • Receiving agent name and contact info
  • Receiving manager name and contact info
If the receiving agent and manager are the same person, leave the receiving agent field blank.
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 for electronic signature.

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Information You’ll Need

Before starting, gather the following information:
  • Full name(s)
  • Contact phone number
  • Email address
  • Current address
  • Property preferences or listing details

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Best Practices

Always agree on the referral fee percentage with the receiving agent before submitting the agreement. Learn about typical referral fees.
Check with the receiving agent and manager the next business day to ensure they received the SignWell request. Quick follow-up prevents delays.
You’ll automatically receive a fully executed copy via email once all parties sign. Save this for your records and for commission disbursement.
After your first referral, we’ll invite you to create an account with our payroll provider for direct deposit. This streamlines future payments.

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Managing Your Referral

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After Submission

Once you submit the referral agreement:
  1. Automatic Distribution - SignWell sends to all parties after General Referral signs it
  2. Track Signatures - Monitor who has signed
  3. Receive Confirmation - Get fully executed copy via email
  4. Stay Involved - Check in periodically on transaction progress

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Need to Make Changes?

If you need to modify an existing referral agreement:

Change Referral Agreement

Learn how to update or replace an agreement

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Signed on Paper? Upload the Agreement

Most agreements are signed electronically through SignWell. But if the receiving parties printed the agreement and signed it on paper, you can upload a scan of the signed copy instead of waiting for electronic signatures.
This option is only available after General Referral has signed and the agreement is out for the receiving parties’ signatures — that is, while the status shows “Awaiting Signatures.” You’ll find it on the agreement’s detail page.
1

Open the agreement

From your dashboard, open the referral that’s awaiting signatures.
2

Find the “Signed on paper instead?” card

On the agreement page you’ll see a card titled “Signed on paper instead?” with an Upload Signed Agreement button.
3

Upload the signed copy

Choose your file and upload it. Accepted formats are PDF, JPG, or PNG, up to 10 MB.
Make sure every required party has signed the copy you upload — both the receiving agent and the receiving broker/manager. General Referral can’t complete the agreement if a signature is missing.
4

We verify and finish it

Once uploaded, the status changes to “Signed Agreement Received.” General Referral reviews the scan to confirm the signatures, then marks the agreement complete. You’ll get an email with the fully executed copy when it’s done.
Uploaded the wrong file, or have a clearer scan? While the agreement is being verified, use Replace Upload on the same card to swap in a better copy.

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Common Questions

Yes. Once General Referral has signed and the agreement is awaiting the receiving parties’ signatures, open the agreement and use the “Signed on paper instead?” card to upload a scan (PDF, JPG, or PNG). We’ll verify the signatures and complete the agreement — you don’t need to collect electronic signatures too. See Signed on Paper? above.
For unique referral structures, contact our support team for assistance with custom agreements.
Most agreements are fully executed within 24-48 hours. Follow up if you don’t receive confirmation within this timeframe. Note that agreements expire after 30 days if not fully signed. If your agreement expires, you’ll need to submit a new one.
Yes, but each referral requires a separate agreement. Submit them one at a time through the portal.
Send them this W9 form and copy us at support@generalreferral.com.

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Next Steps

After submitting your referral:

Track Your Referral

Monitor transaction progress

Payment Process

Learn about getting paid
Pro Tip: Build strong relationships with a few reliable agents in different markets. This makes the referral process smoother and increases your success rate.