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*

YesNo
Send a copy to (email address):*
Your Branch Office*
What type of referral is this deal?*

Listing ReferralBuying ReferralMortgage Finder's Fee/Opinion of Value

Details for the Agent That Your Client Was Referred To
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 number
Referred Agent's Email Address*
example@example.com

Royal LePage Shelter Foundation
Do you wish to make a one-time donation to Shelter?*

YesNo
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:

$50$75$100
Other amount:
If more than one agent/assistant on the listing/selling end - provide name of who to deduct donation from:

Required Forms Checklist - Please Check Off What You've Included In Your Submission
Referral Transaction File Requirements

RLPM Referral Trade Record Input Sheet (TRIS)