What are YOUR responsibilities as a Referring Agent ?

Real Estate Agent with Keller Williams 414-525-0563 57026-90 Broker

  If you refer business to other agents ....make the call or send the email to the first agent who responds to your request...you can stop reading this post now...it's not for you. IF you are the agent who puts thought into who you refer...who follows thru and interviews more than one agent, please continue.  

    referral We are referred AND referring agents...and appreciate that agents we refer TO and WITH  communicate with us.  There are many scenarios that can play out during this long distance process...and we prefer the open, honest and thorough method of communication.

    First there is the...."Do you work in  X area and could work with X" kind of referral that comes to us. Working in eight counties: Kenosha, Racine, Walworth, Waukesha, Milwaukee, Ozaukee, Washington and Jefferson...the answer is often YES..but when it is a kind of property....i.e. a farm that we do not handle, we suggest another agent.   If as it often is, it is the kind of property we would list or BuyerBidder we would work with, we relate our background to the needs of the potential Seller or Buyer and let the agent decide if we are a fit for the person they are referring.  We let them know if it is a Seller, we may not be the "highest bidder"...we list to sell not to sit.  If the conversation continues with..."they have to have..." we are most probably not the right agents.  Or...if the property has been listed before..starting where they left off...at a price the market would not accept..probably not a good way to begin and one we would not opt to take as a referral.

     Communication   Communication is everything in every transaction. Being honest is another ... it should go without saying, as the referring agent...but not always the case.  If the referred client doesn't feel the referred agent is a fit...tell them...thank them for their time and move on and learn more about what IS the right fit.  The "misfit" may have been the price...or suggested changes to the property...while another agent may not suggest any changes and be a more "harmonious fit" which may sometimes matter to the bottom line received by a referred seller. Burning bridges is never a good idea...and not being honest may well kindle that kind of reaction...who knows the next time that agent may be a great fit ! 

     As the referring agent be sure all your paperwork is given to the agent...the form with agreed percentage and W-9 so the payment can be made smoothly upon closing.  

      We appreciate and enjoy referrals ...both giving and getting them in southeastern Wisconsin...open, honest communication and satisfied buyers new to the area or leaving the area for a new location, making the transition as easy as possible is important.

        If you or anyone you know is looking to move to OR from southeastern Wisconsin...call Sally K. & David L. Hanson, 414 525 0563, Broker Associates with Keller Williams Realty and we will be honored to be of assistance for all things real estate. 

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Sally K. & David L. Hanson, ABR, CDPE, CSS, e-Pro,ILHM, REDS

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Re-Blogged 1 time:

Re-Blogged By Re-Blogged At
  1. Gabe Sanders 05/11/2018 11:00 PM
Real Estate Best Practices
real estate referrals
referring clients in real estate

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Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400
The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803 - Plainview, NY
Long Island Condo & Home Sale Specialists

Communication is number one for us Sally and David. And, we appreciate the referrals we receive! 

May 01, 2018 05:17 AM #8
Kat Palmiotti
Grand Lux Realty, 914-419-0270, kat@thehousekat.com - Monroe, NY
The House Kat

Yes, communication is key, and it's okay to realize a referral isn't a good match (either giving or getting) and say so. Better to get that buyer or seller to the right person right off the bat.

May 01, 2018 05:31 AM #9
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
"Franklin MA Homes"

Good morning, Sally K. & David L. Hanson when looking for an agent in another area, the last thing I would do is throw it out and give it to the first one to respond.... I do my own research and then the call will go out... agents need to learn how to refer...it's their responsibility if they expect to do justice by the client...

May 01, 2018 05:35 AM #10
Brian England
Arizona Focus Realty - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

I was about to report Jay Markanich's comment as spam, as there is a lot of that going around right now, but then I read it and enjoyed it, haha.  When I refer clients to someone, I check them out before doing so as if I would be the client to the person I am referring to.

May 01, 2018 06:07 AM #11
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of Manchester NH's Leading Agents

Congratulations on the feature Sally K. & David L. Hanson. Such a great topic. I like to ask those questions. I want to get a feel what they do, where they work and to tell them what my clients needs are when referring. Then are they willing to take care of them. Many times i am on the receiving end of referrals and i like being told about the clients needs before accepting them. 

May 01, 2018 06:09 AM #12
William Feela
Realtor, Whispering Pines Realty 651-674-5999 No.

When I do a referal it is with someone that I would use myself and not just the first person to answer my call

May 01, 2018 06:11 AM #13
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Good morning Sally and David - a solid referral is a reflection on the agent who made it.  It is as much your reputation and credibility as theirs.

May 01, 2018 06:20 AM #14
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

This is a great post that should be read by all agents who  refer their clients to others

May 01, 2018 06:21 AM #15
Gary L. Waters, Broker Owner, Waters Realty of Brevard, LLC
Waters Realty of Brevard, LLC - Rockledge, FL
... a small office, delivering big service!

My attitude is the agent receiving the referral is a reflection of my professionalism.  To receive a referral from me you better be top notch!  If I receive a referral form some then they will know I will deliver to notch service as well.   A good reputation among potential real estate referrers is as important as among the general customer pool!

May 01, 2018 06:34 AM #16
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

Choosing a side is controversial & many refrain. However if you do, stand for it

May 01, 2018 06:53 AM #17
Joan Cox
Metro Brokers - House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Sally, I always have conversations with different agents before giving out the referral to match the client as much as possible.

May 01, 2018 07:15 AM #18
Paul S. Henderson, REALTOR®,CRS,
RE/MAX Professionals. - Tacoma, WA
Tacoma Washington Agent/Broker & Market Authority!

I have done referrals both ways and I have had the most luck with people from ActiveRain..

May 01, 2018 08:02 AM #19
Debb Janes EcoBroker and Bernie Stea JD
ViewHomes of Clark County - Nature As Neighbors - Camas, WA
REALTORS® in Clark County, WA

It's such an honor - and a huge responsibility to get a referral. We are always very mindful to keep communication a high priority - and yes, when giving out a referral we expect the same in return. 

May 01, 2018 08:04 AM #20
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Sally and David I have seen Agent who once they refer a client they wash their hands of them.  In my opinion we have a responsibility to those clients to follow up to make sure the are getting the representation we expect them to get, and if they are not getting the representation we expected them to get, then we need to have a talk with the Agent we referred them to.

May 01, 2018 11:30 AM #21
Paula Hathaway, REALTOR, LBA
Douglas Elliman Real Estate - Southampton, NY
...Finding Your Place In The sun!

I kind of learned the hard way that referring agents without knowing them is  dangerous game. I did have one agent that I referred my sister to when she was ready to sell her house. I let her decide who would work best and I thought it was a good idea that she interview them too; however, I have since learned that my sister is so picky that the agent who is a hands off agent is not for her. I had to have a heart to heart talk with the referred agent and let her know that my sister needed to have a little hand-holding because she was having a hard time letting go of a house she was living in for 40 years--that she raised her family there--etc, etc, etc. All of this was stuff I would have thought of but it was a new game to this agent. She is working out now that I talked to her but it was touch and go there for a bit! I felt that I was training this agent as to how to handle a homeowner....

May 01, 2018 01:51 PM #22
Jay Markanich
Jay Markanich Real Estate Inspections, LLC - Bristow, VA
Home Inspector - servicing all Northern Virginia















Want to report my comment as spam?  Go ahead.  True is true.

I have nothing more to say.

May 01, 2018 03:20 PM #23
Sham Reddy
H E R Realty, Dayton, OH - Dayton, OH

Thanks for educating us on referrals!!!

As the referring agent be sure all your paperwork is given to the agent...the form with agreed percentage and W-9 so the payment can be made smoothly upon closing. 

May 02, 2018 04:43 AM #24
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Good morning Sally and David.  I wish more referring agents would know and follow your wonderful advice.  Thanks.

May 02, 2018 04:56 AM #25
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude - Carlsbad

Hi Sally and David

Communication is the cornerstone in our business and an important part of the referral process, too, before and during.


May 02, 2018 07:16 AM #26
John Wiley
Right Move Real Estate Group- EXP Realty - Fort Myers, FL
Lee County, FL Real Estate GRI, SRES,GREEN,PSA

The business of referring is not a hit or miss game to grab some cash.

It should be taken very seriously on both sides. I have had some unpleasant situations after carefully selecting an agent to refer to. So, I am extra cautions now.

Thanks for being quality agents that we can feel good to refer to.

May 03, 2018 12:33 PM #27
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Sally K. & David L. Hanson

WI Realtors - Luxury - Divorce - Short Sale
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