Keller Williams Form PDF Details

In the realm of real estate transactions, effective communication and structured procedure are imperative for ensuring seamless interactions between agents, especially when it comes to referrals. The Keller Williams Realty Referral Information Form is an essential tool designed to facilitate these very objectives. It is meticulously structured into four critical sections, each serving a unique purpose in the referral process. Initially, it delineates clear roles and responsibilities between the receiving and sending offices, ensuring all parties are adequately informed. The form continues to detail seller information, which is pivotal when a listing referral is initiated. Buyer information is equally prioritized, capturing essential data to assist in the search for the right property, including preferences and financial readiness. The culmination of the form is the Realtor's Acceptance of Referral, a mutual agreement that solidifies the referral partnership and confirms the commission arrangement. Additionally, the form outlines procedural steps for both sending and receiving agents, emphasizing the significance of due diligence, area familiarity, and continuous follow-up to uphold the standards of service Keller Williams Realty advocates. This form is not just a document; it is a testament to the professionalism and integrity that Keller Williams Realty instills in its agents, ensuring client satisfaction and smooth transaction flows from one agent to another.

QuestionAnswer
Form NameKeller Williams Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other nameskeller williams referral form pdf, how to keller williams form, keller form commission, keller williams form

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KELLER WILLIAMS REALTY

REFERRAL INFORMATION FORM

SECTION 1 - RECEIVING OFFICE

SENDING OFFICE

TO: Agent:

FROM: Agent:

Firm Name:

Firm Name:

Address:

Address:

City/State/Zip:

City/State/Zip:

Business Phone:

Business Phone:

Home Phone:

Fax Phone:

Fax Phone:

Tax ID #:

SECTION 2 - SELLER INFORMATION

 

Seller Name:

 

When to make initial contact:

 

Address:

 

Property address to be listed:

 

City/State/Zip:

 

 

 

Business Phone:

 

 

 

Home Phone:

 

Additional Helpful Information:

 

Fax Phone:

 

 

 

 

 

SECTION 3 - BUYER INFORMATION

 

Buyer's Name:

 

New Employer:

 

Address:

 

Address:

 

City/State/Zip:

 

City/State/Zip:

 

Business Phone:

 

Position and Approximate Salary:

 

Home Phone:

 

Must home be sold first?

 

Fax Phone:

 

Company buyout?

 

Preferred Location:

 

Cash Available for Purchase and Closing Costs:

Size and Type of Home Desired:

 

Contact Buyer at this no. first:

 

 

 

By this date:

 

 

 

 

 

Price Range: $

 

Expected Arrival Date:

Moving Date:

 

 

 

 

Number in Family:

 

Comments:

 

 

 

 

 

Adults:

 

 

 

 

 

 

 

Children:

Age:

 

 

 

 

 

 

 

Age:

 

 

 

 

 

 

 

Age:

 

 

 

 

 

SECTION 4 - REALTOR'S ACCEPTANCE OF REFERRAL

Prospect's Name:

 

Comment:

 

 

 

 

 

Date Contacted:

 

 

 

 

 

 

 

Date of First Appointment:

 

 

 

 

 

 

WE ACCEPT THIS REFERRAL, AND WHEN THE SALE IS CONSUMMATED,

 

WE AGREE TO SEND _____%. (OF THE GROSS COMMISSION) REFERRAL FEE.

 

WE WILL ENCLOSE DETAILS OF THE SALE WITH THE CHECK.

 

 

 

 

 

Receiving Sales Associate Signature:

Date: / /

Receiving Broker's Signature:

Date: / /

 

 

 

 

- PLEASE PHOTOCOPY FOR COPIES -

RE-1.doc

INTERACT AGENT TO AGENT REFERRAL FORM BY KELLER WILLIAMS® REALTY©

KELLER WILLIAMS REALTY

REFERRAL INFORMATION FORM

1.Sending Agent Procedures

Contact the chosen agent to see if he or she can provide the service in which you are interested. If you do not know an agent in that Market Center, it may be necessary to speak with the Team Leader to seek assistance in selecting a receiving agent. Be sure that the agent is completely familiar with the area the customer has indicated or where you have a potential listing.

Confirm the referral fee. The customary referral fee among agents in KELLER WILLIAMS® Realty is 20% of the side of the transaction. (20% of the gross listing or selling side of the commission.

Complete your portion of the referral form and send two copies to the agent.

Give a copy of the referral form to your Team Leader.

Follow-up with the customer to make sure the agent has contacted him and is satisfied with the receiving agent.

2.Receiving Agent Procedures

Upon receiving the referral form, contact the customer.

Complete your portion of the referral form on each copy. Return one copy to the sending agent and retain one copy for your records. Be sure to include a copy of the contract pending file when a sale is consummated.

Give a copy to your Team Leader.

3.Completing the KELLER WILLIAMS® Realty Referral Information Form

SECTION 1 - RECEIVING OFFICE/SENDING OFFICE: This identifies the receiving/sending agents. This portion should be completed by the sending agent.

SECTION 2 - SELLER INFORMATION: This is used when sending out a listing referral. This portion should be completed by the sending agent.

SECTION3 - BUYER INFORMATION: This contains data about the customer. It should be completed by the sending agent.

SECTION 4 - REALTOR’S ACCEPTANCE OF REFERRAL: This should be completed by the receiving agent and returned to the sending agent.

RE-1.doc

INTERACT AGENT TO AGENT REFERRAL FORM BY KELLER WILLIAMS® REALTY©

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keller williams referral form pdf empty fields to fill out

Fill in the Buyers Name Address CityStateZip, Price Range, Number in Family, Adults, Children, Age, Age, Age, CityStateZip, Position and Approximate Salary, Must home be sold first, Company buyout, Cash Available for Purchase and, Contact Buyer at this no first, and By this date space with the particulars demanded by the program.

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You need to highlight the key data from the WE ACCEPT THIS REFERRAL AND WHEN, Receiving Sales Associate Signature, Date, Receiving Brokers Signature, Date, REdoc, INTERACT AGENT TO AGENT REFERRAL, and PLEASE PHOTOCOPY FOR COPIES segment.

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