Relocate to Wisconsin : What are YOUR responsibilities as a Referring Agent ?

What are YOUR responsibilities as a Referring Agent ?

  If you refer business to other agents ....make the call or send the email to the first agent who responds to your can stop reading this post's not for you. IF you are the agent who puts thought into who you refer...who follows thru and interviews more than one agent, please continue.  

    referral We are referred AND referring agents...and appreciate that agents we refer TO and WITH  communicate with us.  There are many scenarios that can play out during this long distance process...and we prefer the open, honest and thorough method of communication.

    First there is the...."Do you work in  X area and could work with X" kind of referral that comes to us. Working in eight counties: Kenosha, Racine, Walworth, Waukesha, Milwaukee, Ozaukee, Washington and Jefferson...the answer is often YES..but when it is a kind of property....i.e. a farm that we do not handle, we suggest another agent.   If as it often is, it is the kind of property we would list or BuyerBidder we would work with, we relate our background to the needs of the potential Seller or Buyer and let the agent decide if we are a fit for the person they are referring.  We let them know if it is a Seller, we may not be the "highest bidder"...we list to sell not to sit.  If the conversation continues with..."they have to have..." we are most probably not the right agents.  Or...if the property has been listed before..starting where they left a price the market would not accept..probably not a good way to begin and one we would not opt to take as a referral.

     Communication   Communication is everything in every transaction. Being honest is another ... it should go without saying, as the referring agent...but not always the case.  If the referred client doesn't feel the referred agent is a fit...tell them...thank them for their time and move on and learn more about what IS the right fit.  The "misfit" may have been the price...or suggested changes to the property...while another agent may not suggest any changes and be a more "harmonious fit" which may sometimes matter to the bottom line received by a referred seller. Burning bridges is never a good idea...and not being honest may well kindle that kind of reaction...who knows the next time that agent may be a great fit ! 

     As the referring agent be sure all your paperwork is given to the agent...the form with agreed percentage and W-9 so the payment can be made smoothly upon closing.  

      We appreciate and enjoy referrals ...both giving and getting them in southeastern, honest communication and satisfied buyers new to the area or leaving the area for a new location, making the transition as easy as possible is important.

        If you or anyone you know is looking to move to OR from southeastern Sally K. & David L. Hanson, 414 525 0563, Broker Associates with Keller Williams Realty and we will be honored to be of assistance for all things real estate. 

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

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Comment balloon 27 commentsSally K. & David L. Hanson • April 28 2018 11:00AM


Hello Sally & David, Yes Indeed! Communication is a must on both parties and trust too. Thanks for sharing.

Posted by James Grant 25 days ago

I really couldn't answer the question, but I stopped by anyway.

So I won't say anything.


Nope, nothing to say here.

I won't bother you with any wisdom or lack there of.



But I liked the post!

Still, I have nothing to say.

Yep, nothing.

Even though I have nothing to say about this post, I'm looking forward to the next one.


Maybe I will have more to say on that one.

My two cents. 

And only two.

Thanks for the post today.

Wish I had more to say.

But I don't.


Posted by Jay Markanich, Home Inspector - servicing all Northern Virginia (Jay Markanich Real Estate Inspections, LLC) 25 days ago

Morning Sally.

Just loved Jay Markanich's comment.  Like he said, nothing else to say, wish I could add more

Posted by James Dray, Exceptional Agents, Outstanding Results (Fathom Realty AR LLC) 25 days ago

Good morning Sally. You covered the subject well. Nuff said! Enjoy your day!

Posted by Wayne Martin, Real Estate Broker (Wayne M Martin) 25 days ago

Thank you very much for sharing some of your successful business practices.

Posted by Roy Kelley, Roy and Dolores Kelley Photographs (Realty Group Referrals) 25 days ago

Good morning Sally K. & David L. Hanson ,

I often send out a referreal but I am picky with who it goes to. I referred a seller of mine to someone in a small town in Texas where they were moving and was happy they worked out and found my seller the right home and they just closed. Communication cements the deal..they were good, not great but for the small town there were not many agents to choose from and I interviewed several. My sellers were happy and realized the level of professionalism was more lax but said it was just the way it was and were happy with their new home!

Posted by Dorie Dillard, Serving Buyers & Sellers in NW Austin Real Estate (Coldwell Banker United Realtors® ~ 512.346.1799) 25 days ago

Good morning, Sally and David -- not only do you hsve a communication plan but you maintain it consistently.  Well-done.  

Posted by Michael Jacobs, Los Angeles Pasadena Area Real Estate 818.516.4393 (Coldwell Banker Residential Brokerage) 25 days ago

Communication is number one for us Sally and David. And, we appreciate the referrals we receive! 

Posted by Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400, Long Island Condo & Home Sale Specialists (The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803) 25 days ago

Yes, communication is key, and it's okay to realize a referral isn't a good match (either giving or getting) and say so. Better to get that buyer or seller to the right person right off the bat.

Posted by Kat Palmiotti, The House Kat (Grand Lux Realty, 914-419-0270, 25 days ago

Good morning, Sally K. & David L. Hanson when looking for an agent in another area, the last thing I would do is throw it out and give it to the first one to respond.... I do my own research and then the call will go out... agents need to learn how to's their responsibility if they expect to do justice by the client...

Posted by Barbara Todaro, "Franklin MA Homes" (RE/MAX Executive Realty ) 25 days ago

I was about to report Jay Markanich's comment as spam, as there is a lot of that going around right now, but then I read it and enjoyed it, haha.  When I refer clients to someone, I check them out before doing so as if I would be the client to the person I am referring to.

Posted by Brian England, MBA, GRI, REALTOR® Real Estate in East Valley AZ (Arizona Focus Realty) 25 days ago

Congratulations on the feature Sally K. & David L. Hanson. Such a great topic. I like to ask those questions. I want to get a feel what they do, where they work and to tell them what my clients needs are when referring. Then are they willing to take care of them. Many times i am on the receiving end of referrals and i like being told about the clients needs before accepting them. 

Posted by Scott Godzyk, One of Manchester NH's Leading Agents (Godzyk Real Estate Services) 25 days ago

When I do a referal it is with someone that I would use myself and not just the first person to answer my call

Posted by William Feela, Realtor, Whispering Pines Realty 651-674-5999 No. (WHISPERING PINES REALTY) 25 days ago

Good morning Sally and David - a solid referral is a reflection on the agent who made it.  It is as much your reputation and credibility as theirs.

Posted by Grant Schneider, Your Coach Helping You Create Successful Outcomes (Performance Development Strategies) 25 days ago

This is a great post that should be read by all agents who  refer their clients to others

Posted by Gita Bantwal, REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel (RE/MAX Centre Realtors) 25 days ago

My attitude is the agent receiving the referral is a reflection of my professionalism.  To receive a referral from me you better be top notch!  If I receive a referral form some then they will know I will deliver to notch service as well.   A good reputation among potential real estate referrers is as important as among the general customer pool!

Posted by Gary L. Waters, Broker Owner, Waters Realty of Brevard, LLC, ... a small office, delivering big service! (Waters Realty of Brevard, LLC) 25 days ago

Choosing a side is controversial & many refrain. However if you do, stand for it

Posted by Richie Alan Naggar, agent & author (people first...then business Ran Right Realty ) 25 days ago

Sally, I always have conversations with different agents before giving out the referral to match the client as much as possible.

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) 25 days ago

I have done referrals both ways and I have had the most luck with people from ActiveRain..

Posted by Paul S. Henderson, REALTOR®,CRS,, Tacoma Washington Agent/Broker & Market Authority! (RE/MAX Professionals.) 25 days ago

It's such an honor - and a huge responsibility to get a referral. We are always very mindful to keep communication a high priority - and yes, when giving out a referral we expect the same in return. 

Posted by Debb Janes EcoBroker and Bernie Stea JD, REALTORS® in Clark County, WA (ViewHomes of Clark County - Nature As Neighbors) 25 days ago

Sally and David I have seen Agent who once they refer a client they wash their hands of them.  In my opinion we have a responsibility to those clients to follow up to make sure the are getting the representation we expect them to get, and if they are not getting the representation we expected them to get, then we need to have a talk with the Agent we referred them to.

Posted by George Souto, Your Connecticut Mortgage Expert (George Souto NMLS #65149 FHA, CHFA, VA Mortgages) 25 days ago

I kind of learned the hard way that referring agents without knowing them is  dangerous game. I did have one agent that I referred my sister to when she was ready to sell her house. I let her decide who would work best and I thought it was a good idea that she interview them too; however, I have since learned that my sister is so picky that the agent who is a hands off agent is not for her. I had to have a heart to heart talk with the referred agent and let her know that my sister needed to have a little hand-holding because she was having a hard time letting go of a house she was living in for 40 years--that she raised her family there--etc, etc, etc. All of this was stuff I would have thought of but it was a new game to this agent. She is working out now that I talked to her but it was touch and go there for a bit! I felt that I was training this agent as to how to handle a homeowner....

Posted by Paula Hathaway, REALTOR, LBA, ...Finding Your Place In The sun! (Douglas Elliman Real Estate) 25 days ago















Want to report my comment as spam?  Go ahead.  True is true.

I have nothing more to say.

Posted by Jay Markanich, Home Inspector - servicing all Northern Virginia (Jay Markanich Real Estate Inspections, LLC) 25 days ago

Thanks for educating us on referrals!!!

As the referring agent be sure all your paperwork is given to the agent...the form with agreed percentage and W-9 so the payment can be made smoothly upon closing. 

Posted by Sham Reddy, CRS (H E R Realty, Dayton, OH) 24 days ago

Good morning Sally and David.  I wish more referring agents would know and follow your wonderful advice.  Thanks.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) 24 days ago

Hi Sally and David

Communication is the cornerstone in our business and an important part of the referral process, too, before and during.


Posted by Jeff Dowler, CRS, The Southern California Relocation Dude - Carlsbad (Solutions Real Estate ) 24 days ago

The business of referring is not a hit or miss game to grab some cash.

It should be taken very seriously on both sides. I have had some unpleasant situations after carefully selecting an agent to refer to. So, I am extra cautions now.

Thanks for being quality agents that we can feel good to refer to.

Posted by John Wiley, Lee County, FL Real Estate GRI, SRES,GREEN,PSA (Right Move Real Estate Group- EXP Realty) 23 days ago