Real estate referral form 2026

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  1. Click ‘Get Form’ to open the real estate referral form in the editor.
  2. Begin by filling out the Referring Firm Information section. Enter your firm name, license number, agent name, and contact details including phone, fax, and email.
  3. Next, complete the Receiving Firm Information section with similar details for the receiving firm. Ensure accuracy in all fields to avoid any issues.
  4. In the Prospect Information section, provide the prospect's name, address, phone number, and email. Indicate whether the prospect is aware of the referral using the checkboxes provided.
  5. Fill in the Compensation section by specifying percentages for monetary compensation related to both listing and selling agents. If not applicable, write 'N/A' in the blanks.
  6. Lastly, indicate the Time of Payment by entering how many days compensation will be paid after receipt. Ensure all signatures and dates are completed at the bottom of the form.

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