DocHub real estate agent name 2026

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How to use or fill out the Real Estate Agent Referral Form with our platform

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Receiving Agent Information. Fill in the 'Agent Name', 'Office Name', and contact details including 'Address', 'City', 'State/Prov', 'Zip/PC', and 'Country'.
  3. Next, complete the Referral Agent Information section with similar details for the referring agent.
  4. Proceed to Client Information. Input the client's name, phone numbers, address, and email. Specify the number of adults and children involved in the move.
  5. Fill out Current Property Information, indicating if the client must sell their property and whether they have been pre-qualified for a loan.
  6. In Desired Property Information, outline preferences such as price range, home style, number of bedrooms and baths, and any specific school requirements.
  7. Finally, review and sign in the Referral Agreement Details section to confirm the referral fee arrangement.

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