Client Referral

1

Your Name* This field is required.

First Name

Last Name

2

Your E-mail* This field is required.

name@brokerage.com

3

Your Phone Number* This field is required.

4

Your Brokerage* This field is required.

Name of your Company

5

How can I help your Client (select all that apply)?* This field is required.

They’re looking to buy a property

They’re looking to sell a property

They’re looking to rent/lease a property

They’re looking for a real estate consultation (e.g., market insights, relocation advice)

6

Your Client's Name* This field is required.

First Name

Last Name

7

How do you know them?* This field is required.

Example: Friend, Family, Past Client

8

Email* This field is required.

example@example.com

9

Phone* This field is required.

10

What’s the best way for me to connect with your client?* This field is required.

3-Way Phone Call

Group Text Introduction

Email Introduction (you email client and CC Joe)

Direct Outreach (Joe will contact them based on the details you provide)

11

How involved would you like to be in the process?* This field is required.

I want to stay actively informed: Add me to Compass Collections.

Provide milestone updates: Notify me about key stages (e.g., under contract, inspection, closing).

Minimal involvement: Just send me the referral fee after the transaction closes.

12

Are you looking for a referral fee? Referral fees are calculated based on the final transaction price:* This field is required.

No

$0 –– $1,000,000 Referral fee: 25%

$1,500,000+ Referral fee: 30%

13

Is there anything specific I should know about your referral? (e.g., timeline, preferences, unique circumstances)