Referral Agreement Request

Referral Agreement Request

Request for creation of a referral agreement
Agent*
Is this an outgoing or incoming referral?*

OutgoingIncoming
Have you created a business tracker file for this referral?*

YesNo
Go to CRM and create/update contacts for each client, including email and phone number. Create and add Pope to the business tracker file. Pope will not move forward with this request until the contacts are created and the business tracker file is shared.
Referral percent or fee (25% or 20% is automatically approved. Anything higher must be approved by Sarah)*
Referral Agent: Name*
Referral Agent: Brokerage*
Referral Agent: Email*
example@example.com
Referral Agent: Phone Number*
Referral Brokerage Sales Manager Name*
Referral Brokerage Sales Manager Email*
Client: Name(s)*
Client: Contact Information (required if you have not already added it to CRM)
Email, phone number, etc.
The terms of agreement will be written as: today's date as the start date, term length of 24 months and for one transaction. If you need different terms, please note below.
Any other helpful information?
Once the form has been submitted, staff will create the referral agreement, sign on your behalf and send to all parties signature.

Once that is complete, we will send the referral agent the signed copy, request their W-9, and cc you.

It is your job as the agent to make sure you get a fully executed copy of the referral agreement and W-9 and add it to Business Tracker.

You won't be paid if we don't have both of those things!
Should be Empty: