REFERRAL PLACEMENT SERVICE
When you have a client to refer it can at times be an overwhelming task to find the right
agent to serve the wants and needs of your client. While asking agents that you know,
searching brokerage or networking groups you are apart of, or searching out agents online
can help in finding the right match can lead you to a good referral partner, we can take the
guesswork and time out of the search for you!
HOW DOES IT WORK?
Submit a Referral
Fill out the referral form and
give us as much detail as you
can about what your client is looking for assistance with, this
will allow us to find the best qualified agents for you to send your referral to.
Let Us Screen Potential
Agents For You
We will screen potential agents
for you on a number of criteria
that goes beyond just the basics
if they work in the area that
you need. We seek to find you advisors that will be an asset to your client and enhance the relationship you have with
your client by making sure they have a great experience with
the agent that you are
connecting them with.
We Present You The Best
Options
Within 24-48 hours we will
return at least 2-3 matches to
you for you to select from.
Once you select which option
you would like to move
forward with we will make
sure that we have signed
referral agreements in place
before sharing your clients information with the agent(s)
you have selected.
Weekly Status Updates
Throughout The Process
We will complete weekly status updates with the agent, so that
you are always up to date on
where things are at in process
of your clients transaction.
Timely Payments of
Referral Fees
Within 24 hours of us receiving funds from your referral we
can Direct Deposit it to your or your brokerages bank account
or mail you a check, whatever works best for you. (Depends
on State & Broker Preference If
We Can Pay You Directly)
How Does Referral Broker
Get Paid For This Service?
We charge the agent/broker receiving the referral in
addition to the referral fee that
you have requested to facilitate
the process of connecting them with your referral for them to
work. We have found that
agents are open to paying
higher referral fees if we can
bring them highly qualified prospects from your referrals.
INTERESTED IN RECEIVING REFERRALS IN YOUR AREA?
SIGN UP TO BE PART OF OUR PREFERRED AGENT NETWORK
FAQ'S
WHAT HAPPENS TO MY CLIENTS INFORMATION
WHEN I SUBMIT MY REFERRAL?
Your clients information is not shared with any agent until we
have presented you with options and you have selected who
you want them to be connected with. At that time the agent or
agents that you select to receive the referrals only receive the
information once we have an executed referral agreement
from them.
DO I GET A CHOICE IN WHAT AGENT YOU REFER MY CLIENT TO?
Yes, we will present you with option and allow you to pick
which agent or agents you would like to have connected with
your clients and get referral agreements in place with any or
all of them.
WHAT HAPPENS IF MY CLIENT DOES NOT WANT TO WORK WITH THE AGENT THEY ARE CONNECTED WITH?
We understand this happens and we will go back to work for
you to find a better fit for your clients, the more details you
can provide to us about why your client didn't connect with
the initial agent will help us in finding the correct fit for them
while we make sure that they end up working with an agent
that will pay your referral fee.
HOW WILL I KNOW WHERE THE CLIENT IS AT IN THEIR TRANSACTION?
We will follow up with the agent receiving your referral on a
weekly basis to see where they are at in the process and keep
you updated throughout the process and transaction.
DOES YOUR SCREENING CRITERIA DIFFER
DEPENDING ON WHETHER A CLIENT IS NEEDING TO
BUY, SELL, OR DO BOTH?
Yes, we are big believers in that there can be different skill sets
and requirements in what an agent needs to bring to the table
to serve your clients needs best depending on the type of
transaction and type of buyer/seller that you are referring to
the agent. Our detailed screening process helps us to find the
best fit for your client.
DO I GET TO PICK WHAT REFERRAL FEE I WANT TO CHARGE?
Yes, when sending a referral fee you can specify what referral
fee you would like to receive.
HOW CAN I JOIN THE REFERRAL BROKER NETWORK TO RECEIVE REFERRALS IN MY AREA?
We would love to have you as a part of our network and
connect you with clients in your local area. Take a few
minutes and Sign Up to become a part of our referral network!
CONTACT
719-418-7177
INFO@THEREFERRALBROKER.COM
CONTACT
6547 N Academy Blvd #2277
Colorado Springs, CO 80918
CONNECT WITH US
