Outgoing Referral Form - websitebox.com 2026

1. Click ‘Get Form’ to open the Outgoing Referral Form in the editor.
2. Begin by filling in your details as the eXp agent sending the referral. Enter your name, address, office phone, cell phone, fax, email, tax ID number, and broker's license number in the designated fields.
3. Next, provide information about the agent’s company receiving the referral. Fill in their company name, agent's name, address, office phone, cell phone, fax, and email.
4. Indicate whether the client is looking to buy or sell by checking the appropriate box. Then enter the client's name and address along with their contact numbers.
5. In the 'Misc. Information' section, include any additional relevant details about the client or referral that may assist in processing.
6. Finally, specify the referral fee percentage or amount that will be paid upon closing escrow. Ensure all signatures are completed where indicated for both agents and brokers.

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