Agent Tools worksheet

Use this public worksheet to prepare a clear referral agreement summary/message before sending it through your brokerage-approved form or transaction system.

Available now

Referral Agreement Builder

Organize referral parties, payment terms, client consent, broker approval, expiration, exclusivity, and documentation reminders before using approved forms.

Referral parties and terms

Referring agent name Referring agent brokerage Referring agent phone/email Receiving agent name Receiving agent brokerage Receiving agent phone/email Client/contact name Client/contact type Market/location Referral type Referral fee percentage Referral fee flat amount Payment trigger Expiration date Exclusivity Client consent status Broker approval status Notes/special terms