Documentation Index
Fetch the complete documentation index at: https://docs.generalreferral.com/llms.txt
Use this file to discover all available pages before exploring further.
Recommended Best Practice
Send a confirmation email before submitting the formal referral agreement.
In that email, clearly outline:
- The agreed-upon referral fee
- A general description of the client (no sensitive details needed)
- Confirmation that they agree to those terms
Getting written agreement by email provides strong protection before the formal referral is sent.
Secondary Option
If email confirmation isn’t possible, a verbal approval from the receiving agent or broker is the next best option.
Why This Matters
Most Realtor boards enforce a code of ethics that prohibits agents from stealing referrals. If a receiving agent violates this, they could face disciplinary action—including loss of their license.
Having written or verbal confirmation helps protect you and strengthens your position if an issue ever arises.
