RLPM Referral Trade Record Input Sheet

RLPM Referral Trade Record Input Sheet (TRIS)

Use this form to enter all information pertaining to your referral deal transaction and attach the documents for your deal in the Document/Checklist Upload section at the bottom. * Notes a required field
Transaction Property Address
Street Number
City/Town
Province
Postal Code
Your Name
Name of Team Lead/Agent
Your Email
Email of person submitting the deal paperwork
Send a copy to someone else
Send a copy to (email address):
Your Branch Office
What type of referral is this deal?
- Offer Date
  
  MonthDayYear
  Date
- Closing Date
  
  MonthDayYear
  Date
- MLS Number(s)
  If not on MLS, note EXCLUSIVE or NOT LISTED
- Selling/Lease Price
- Property Type
- Property Classification
- Seller/Landlord Information #1
  Name(s)
- Buyer/Tenant Information #1
  Name(s)
- Seller/Landlord Information #2
  Name(s)
- Buyer/Tenant Information #2
  Name(s)
- Referred Agent's Name
- Referred Agent's Brokerage Name
- Referred Agent's Office Address
  
  Street Address
  
  Street Address Line 2
  
  CityProvince
  
  Postal Code
- Referred Agent's Brokerage Phone Number
  Please enter the phone number of the brokerage, not the agent's mobile numberFormat: (000) 000-0000.
- Referred Agent's Email Address
  example@example.com
- Your Commission on the Listing Side
  Example: 25% of 2.5% OR Dollar Value $
- Your Commission on the Buying Side
  Example: 25% of 2.5% OR Dollar Value $
- Is there a Licensed Team Member(s) on this deal?
- Please submit invoices separate from this form to your Branch Administrator.
- Team Member Name
- Team Member Name
- Team Member Name
- Team Member Name
- Notes
- Do you wish to make a one-time donation to Shelter?
- Note: On all agent double ended deals, the donation will apply on both the listing and the selling end.
  The above is only applicable to agents who are NOT on automatic deductions on all deals. If you have signed up for automatic deductions, please do not complete the above unless you want an additional amount deducted.
- Do you wish to make a donation to the Shelter Foundation? If yes, enter amount:
- Other amount:
- If more than one agent/assistant on the listing/selling end - provide name of who to deduct donation from:
- Referral Transaction File Requirements
- Attach all the files that you have for this transaction
  
  Cancelof
- I verify that the information provided is correct as of submitting
- Should be Empty:

RLPM Referral Trade Record Input Sheet (TRIS)