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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:
General Referral is not currently selecting receiving agents. You’ll need to identify your own partner 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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Common Questions

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.