With eXp’s new, official referral form, eXp agents can now generate referral agreements - in seconds!
It’s Simple! Here’s how:
- Find an Agent: Search our eXp Agent Directory (here is a ‘help article’ on this) or one of the many Referral groups on eXp Workplace, to quickly find the right agent for your referral. The search within the referral app allows you to quickly add the agent you’ve chosen to your referral submission.
- Enter the Client's Information into the New and Official Form: Note that this information remains hidden until both agents sign the referral agreement. This protects you and your client until the referral agreement is completed.
- Referral Fee: Enter the referral fee and select the areas to include (e.g. buy, sell, lease, other).
- The Referral System Generates the Official eXp Referral Form: This happens automatically and sends it to both agents and the relevant broker(s) to be eSigned.
- Sign the Agreement: All parties need to then eSign the form for internal referrals. Check your email to find the eSignature agreement.
- Enter the Signed Referral Agreement Into Skyslope: The new compliance guidance requires that the completed referral agreement is entered into Skyslope. This is super simple now that you have a signed agreement. Be sure to wait until all parties have eSigned the agreement and the client information is unmasked, then download the agreement from the Agent Referrals tool.
- Get Paid Your %: Since you now have your signed agreement, you can rest assured you will get paid your %.
- Repeat! This process is so simple you are going to want to keep coming back for more!
Where can I find the client information?
As mentioned above, client information remains hidden until both agents sign the referral agreement. The client’s information will remain hidden on the signed document. However, once the agreement has been signed there are a few places you can find this information.
These include:
- The referral detail page on Agent Portal for that specific referral.
- An email sent to both agents with the subject line “Referral Agreement (####) Client Contact Information”. The referral ID number for that specific referral will be shown in place of “(####)” in the email subject line.
- Once fully signed, brokers included, the referral agreement can also be downloaded from Agent Portal as a PDF. This will include a client information page pre-pended to the form that was signed on Dropbox.