Relocate to Wisconsin : Don't Make Your Real Estate Referrals a BLIND DATE....

Don't Make Your Real Estate Referrals a BLIND DATE....

  We enjoy the referrals we get from a variety of servicesources and do our best to give each Seller or Buyer  the world class service that we have been entrusted  to deliver.

   Tell the agent about the referring person/people....This is the Jones family and Paul and Susan are interested in an area with good schools for the children ages 8  and 11 and are looking for your guidance with a lender to purchase a home with 4 bedrooms and 2.5 baths. They would appreciate "meeting" the lender before they arrive and reliable sites you suggest to search for their new Moving vanhome. Susan has accepted a position as the head of nursing at Cityside Hospital and John will be working as an Engineer with Megamanufacturing. They are hoping that each will not have a commute of more than a half an hour. Their email addresses are: and their cell phones are:   . The best time to reach them is 6 pm to 8 pm CST and weekends any time after 9 am.

    Paul and Susan, this is Sally & David Hanson, broker associates with Keller Williams who have decades of experience in real estate and work with transferring buyers and sellers all the time.  They may best be reached at:  414 525 0563.  If they are not in the office, that number will ring introductionthru to their cell phones and they will answer you promptly. David has a background in construction and Sally in marketing and decor and their complimentary abilities are just what we think you will need to make you feel at home in southeastern Wisconsin. 

      Isn't that better than wondering who should/will call who first...incomplete contact information...ot the "blind date of just a referral form ?  We think so....and it is what we send...and LOVE to receive.

    If you or anyone you know is looking to buy or sell in southeastern Wisconsin and is looking for a warm welcome...and hopes to get a warm Sally K. & David L. Hanson, we would be honored to be of service.









Sally K. & David L. Hanson, ABR, CDPE, CSS, e-Pro,ILHM, REDS

home worth iconemail iconhome searchLinked In  facebook

Comment balloon 27 commentsSally K. & David L. Hanson • June 27 2017 09:07AM


You always provide great customer service to your clients. They are lucky to be working with you.

Posted by Gita Bantwal, REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel (RE/MAX Centre Realtors) 9 months ago

Good morning Sally.  Sounds like you are just doing your job.  I would not expect anything less from you or David

Posted by James Dray, Exceptional Agents, Outstanding Results (Fathom Realty AR LLC) 9 months ago

Good morning, Sally K. & David L. Hanson and that's exactly how a referral should be introduced....not just throw up against the wall in hopes that it sticks.... do it right with the right people, and it will be a marriage from heaven....

Posted by Barbara Todaro, "Franklin MA Homes" (RE/MAX Executive Realty ) 9 months ago

I consider these bits on information a necessary courtesy in making sure our referrals are successful in connecting at the initial contact. Great usual!

Posted by Sandy Padula and Norm Padula, JD, GRI, Presence, Persistence & Perseverance (Realty One Group) 9 months ago

Good morning Sally. Just a bit of communication breaks the ice and creates a warm fuzzy! Thanks! Enjoy your day!

Posted by Wayne Martin, Real Estate Broker (Wayne M Martin) 9 months ago

Sally, so true...usually I get minimal info and they also called 4 other agents to refer the client to?!  Is that a way to give a referral...not from me.

Posted by Ginny Gorman, Homes for Sale in North Kingstown RI and beyond (RI Real Estate Services ~ 401-529-7849~ RI Waterfront Real Estate) 9 months ago

Great points Sally K. & David L. Hanson . I only call 1 agent at a time with a referral. I like to tell the about my client and what their needs are to see if they can meet them. I get lots of referrals from through out the country, some of which spend near an hour on the phone, others that just send. For me i like to treat all with the same high level of service. I like hearing about a clients needs so i know what to expect from them

Posted by Scott Godzyk, One of Manchester NH's Leading Agents (Godzyk Real Estate Services) 9 months ago

Good morning Sally and David. You are so right here. I loved the title and the post was even better. Bravo.

Posted by Sheila Anderson, The Real Estate Whisperer Who Listens 732-715-1133 (Referral Group Incorporated) 9 months ago

Good morning, Sally and David -- very well-written.   Delivering world class service begins with a proper introduction and expectation. 

Posted by Michael Jacobs, Los Angeles Pasadena Area Real Estate 818.516.4393 (Coldwell Banker Residential Brokerage) 9 months ago

You're so right - there's a huge difference between giving a blind referral and giving a referral that helps your referral partners deliver excellent service.

Posted by Wayne and Jean Marie Zuhl, The Last Names You'll Ever Need in Real Estate (Hallmark Realtors) 9 months ago

Sally and David that is a good practice and eliminates the guessing game.

Posted by George Souto, Your Connecticut Mortgage Expert (George Souto NMLS #65149 FHA, CHFA, VA Mortgages) 9 months ago

This is excellent advice to share.

I hope you are enjoying a most productive month.

Posted by Roy Kelley, Roy and Dolores Kelley Photographs (Realty Group Referrals) 9 months ago

Sally and David- I love the title and you're so right.  Don't make people guess but provide some background information to help both parties. 

Posted by Kathy Streib, Home Stager - Palm Beach County,FL -561-914-6224 (Room Service Home Staging) 9 months ago

I interview agents, I refer to, unless I have worked with them before. I owe it to my client Sally K. & David L. Hanson 

Posted by Paul S. Henderson, REALTOR®,CRS,, Tacoma Washington Agent/Broker & Market Authority! (RE/MAX Professionals.) 9 months ago

Good morning Sally and David.  This is the best way to give as well as receive referrals.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) 9 months ago

Sally & David, great post, and your two are the REALTORS to contact with referrals in SE Wisconsin.

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (Metro Brokers - House to Home, Inc. - Denver Real Estate - 720-231-6373) 9 months ago

Good Evening, Hansons Both!  I love the idea of a warm referral.  I enjoy sharing something personal with those who I refer out. It gives them comfort in knowing that it's not 'just another real estate agent' - it's someone special!

Posted by Debe Maxwell, CRS, Charlotte Homes for Sale - Charlotte Neighborhoods ( | The Maxwell House Group | RE/MAX Executive | (704) 491-3310) 9 months ago

Sally & David, I spend so much time filling in the other person, and even offer them the opportunity to keep me in the loop so if they have concerns or issues I can smooth it over with my clients because of my relationship.... totally agree it should not be a Blind Date, Endre

Posted by Endre Barath, Jr., Realtor - Los Angeles Home Sales 310.486.1002 (Berkshire Hathaway HomeServices) 9 months ago

Hi Sally & David, 

You are a trusted source in our industry and a referral goes a long way when you introduce a potential client!  Keep up the great work. 

Posted by Sheri Sperry - MCNE®, (928) 274-7355 ~ YOUR Solutions REALTOR® (Coldwell Banker Residential Brokerage) 9 months ago

                          Thank you Sally K. & David L. Hanson 

Posted by Kathy Streib, Home Stager - Palm Beach County,FL -561-914-6224 (Room Service Home Staging) 9 months ago

Good morning Sally K. & David L. Hanson ,

I'm so glad Kathy Streib featured your post in her "Ah-Ha" moments for the week! Excellent advice on giving and receiving referrals.

Posted by Dorie Dillard, Serving Buyers & Sellers in NW Austin Real Estate (Coldwell Banker United Realtors® ~ 512.346.1799) 9 months ago

Referrals always work best when you have complete contact information and directions.

Posted by Chris Ann Cleland, Associate Broker, Northern VA (Long and Foster REALTORS®, Gainesville, VA) 9 months ago

That's a beautiful formula for presenting referrals. I hope all new agents catch this post!

Posted by Marte Cliff, your real estate writer (Marte Cliff Copywriting) 9 months ago

Yes, that's a great way for a smooth transition when presenting referrals.

Posted by Kat Palmiotti, The House Kat (Grand Lux Realty, 914-419-0270, 9 months ago

Sally K. & David L. Hanson really good post!  I received an odd referal last week or so and they didn't give my admin much info but she asked and still not much info was forthcoming. As it turns out it was a no go referral. I always give informtion as to why they're moving there, what I know about them in terms of their personalities and how they can best serve them and what type of home they're interested in.  It really does help tremendously to build a good bond right up front as well as trust.

Posted by Anna Banana Kruchten CRB, CRS, Broker, Arizona's Top Banana of Real Estate! (Phoenix Property Shoppe) 9 months ago

I love getting referrals and I love giving them, and I want as much information as possible up front, or want to share it, as possible. I certainly will do my own due diligence with a referral so I can find out how to best help them, but I certainly appreciate the referring agent who has done their homework.


Posted by Jeff Dowler, The Southern California Relocation Dude - Carlsbad (Solutions Real Estate ) 9 months ago

Great information on referral's so important to handle this right so it all works out best for the client.

Posted by Sharon Tara, New Hampshire Home Stager (Sharon Tara Transformations) 9 months ago