• ACE Team Referral Request

  • Inbound Referrals

    This is when another agent is sending their client to you, and you are paying a referral fee.  

    The Process

    1. The client will automatically be added into FUB after submission.
    2. The ACE team will draft the Referral Fee Agreement (RFA) and send it for signatures (to you, the referring agent, and both brokers).
    3. The RFA will be uploaded into the FUB profile for the client.
    4. When you submit the pending form for this client, make sure to include the referral fee details.

  • Outbound Referrals

    This is when you are sending your client to another agent, and receiving a referral fee. 

    The Process

    If you want Whissel to find a referral agent for you:

    1. We will find and assign a referral agent after submission.
    2. We will notify the referral agent of the client we are sending them.
    3. We will draft the Referral Fee Agreement (RFA) and send it for signatures (to you, the referral agent, and both brokers).
    4. We will follow up once a month with the referral agent for updates.
    5. Once the client is in escrow, the ACE team will submit the pending form for you, so you can get paid at closing.

    If you already have a referral agent:

    1. We will draft the Referral Fee Agreement (RFA) and send it for signatures (to you, the referral agent, and both brokers).
    2. We will follow up once a month with the referral agent for updates.
    3. Once the client is in escrow, the ACE team will submit the pending form for you, so you can get paid at closing.

  • STOP 
    This form needs to be opened from FUB.
    Go to your client’s profile in Follow Up Boss → Forms Hub → Referral Form. Opening it from FUB fills in the client’s info and links the referral to their profile so ACE can track it through closing. 

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