Referral Training
You are not prospecting and you are not cold calling. You are making sure the people already in your life know you are still licensed, and getting the agreement signed before the deal closes. Here is how the agents who earn do it.
Almost every referral fee a part time agent earns comes from someone they already know. Before you think about strategy, build the list.
Open your phone contacts, your email, and the platform where you are most social. Write down every name where the answer to "would this person tell me if they were moving" is yes. Most agents find between eighty and three hundred names.
Then sort them into three groups.
Most agents never send it because it feels like an announcement about themselves. It is not. It is a piece of useful information about you that the other person genuinely cannot guess.
Send it individually, never as a group text or a mass email. Ten a day for three weeks covers a two hundred name list. Some of them will reply with a name in the first week.
The two things that make this work are that it is short and that it names what you actually do. Nobody responds to "I would love your business."
In rough order of how quickly they pay.
Buying or selling anything yourself, including an investment property or a family member's home you are helping with, is a referral. Agents forget this constantly.
New job in another city, engagement, new baby, retirement, a death in the family. Every one of those moves someone. You already see them scroll past.
If you sold before, those people are due. The average owner moves every seven to ten years. A client from 2017 is not a cold lead, they are a warm one you stopped calling.
Lending, title, escrow, insurance, construction, property management, senior care, family law, divorce and estate work. If you already work near real estate, referrals are already passing you.
Your California license lets you refer anywhere. Every friend who moved away is a referral into a market you will never work.
When an agent leaves the business their pipeline goes nowhere. Offer to take referrals off their hands. Also send them to us and earn $350.
Every renter is a future buyer. Introducing one to a good agent two years early is how you get the deal when they are ready.
Relocations, transfers and new hires all move. If your company brings people in from out of town, tell HR you can point them at a good agent.
Local groups where somebody asks for an agent recommendation every week. Answer helpfully, never with a pitch, and follow up privately.
This is where fees are lost. Move fast and keep it simple.
Your name is on the introduction, so the agent you choose reflects on you. It also determines whether you get referred to again.
If you do not have someone, ask us. We have active agents across California and a referral network beyond it, and the broker will make the match.
Twenty five percent is the common starting point. Push toward the higher end when the client is ready to transact now, when you have done the qualifying, or when it is a strong listing. Take the lower end on a long timeline or a heavy lift.
Agree the number before the introduction, not after. Once the agent has met your friend, your leverage is gone.
Referral income is not a campaign, it is a low effort routine. Thirty minutes a month is enough.
| When | What you do | Time |
|---|---|---|
| Once, at the start | Build the contact list and send the individual message | Three weeks, ten a day |
| Weekly | Scan your feed for life events, comment on two, message one | Ten minutes |
| Monthly | Reach out to five people on the warm list with something useful, not a pitch | Twenty minutes |
| Quarterly | Check in with your three or four connectors | Fifteen minutes |
| Yearly | Message everyone once, and remind them what you do | One afternoon |
| Every referral | Get the agreement signed before closing, then follow up after | Ten minutes |
Price, offer strategy, repairs, contingencies and disclosures all belong to the agent representing the client. Refer the question, do not answer it.
Your profiles, signature and posts should say referral agent. Advertising yourself as available to list is a problem for you and for the brokerage.
Every referral needs a signed agreement in place before closing. We prepare it. Use the form and it takes two minutes.
You can be paid because you hold a license. Unlicensed friends cannot be paid a share of a real estate commission, and offering it creates real exposure.
When you are not sure, ask the broker. That is what he is there for.
Plus and Pro members get the full marketing library, the message templates on this page in ready to send form, and referral training sessions.
Start my applicationPlatinum Star Properties, Inc. is a licensed California real estate brokerage. Referral agents are licensed salespersons affiliated with the brokerage who refer clients to active agents and receive a share of the resulting commission. Referral agents do not list property and do not represent buyers or sellers. Nothing on this site is a guarantee of earnings. Commission rates are negotiable and are not set by law. Plan fees are non refundable. All referral relationships require a written referral agreement signed before closing.