Refer Your Client to Joe
Please fill out the form below to get started with the referral agreement
Your Name
*
First Name
Last Name
Your E-mail
*
name@brokerage.com
Your Phone Number
*
Your Brokerage
*
Name of your Company
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Client Details
How can I help your Client (select all that apply)?
*
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)
Your Client's Name
*
First Name
Last Name
How do you know them?
*
Example: Friend, Family, Past Client
Email
*
example@example.com
Phone
*
What’s the best way for me to connect with your client?
*
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)
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How involved would you like to be in the process?
*
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.
Are you looking for a referral fee? Referral fees are calculated based on the final transaction price:
*
No
$0 –– $1,000,000 Referral fee: 25%
$1,500,000+ Referral fee: 30%
Is there anything specific I should know about your referral? (e.g., timeline, preferences, unique circumstances)
Would you like to upload your brokers W-9 tax document now?
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For faster processing of your referral fee, you can securely upload your W-9 here right now.
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