Get the free keller williams referral form

Keller Williams Referral Form is an online form designed to connect buyers and sellers with a real estate professional. The form allows buyers and sellers to provide their contact information, as well as information about the property they are interested in or want to sell. The form is then sent to a local Keller Williams real estate professional, who will contact the buyer or seller to discuss their needs and how they can help.

Keller Williams Referral Forms are used to refer customers or clients to other Keller Williams agents or offices. The forms provide a way for agents to refer clients to colleagues who may be able to better serve them. The forms also allow agents to keep track of their referrals and to ensure that clients are matched with the best possible agents.

1. Referrer's name 2. Referrer's contact information 3. Referral's name 4. Referral's contact information 5. Referral's current real estate situation 6. Referral's real estate needs 7. Referral's timeframe for action 8. Referral's location 9. Referral's budget 10. Referral's lifestyle needs 11. Referral's sources of information 12. Referral's current interests 13. Referral's communication preferences 14. Referral's preferences for current and future agents 15. Referral's preferences for particular markets, neighborhoods, or properties 16. Referral's personal information (if any) 17. Special notes from the referrer regarding the referral

The Keller Williams Referral Form does not have a specific deadline. If you are working with a real estate agent, they will usually provide you with a timeline for when they need the form completed.

The penalty for late filing of a Keller Williams Referral Form is a $50 administrative fee.

Keller Williams referral forms are typically required to be filed by Keller Williams agents or real estate professionals who refer a client or potential client to another Keller Williams agent or office. This form is used to track and document referral commissions or fees.

To fill out a Keller Williams referral form, follow these steps: 1. Obtain the referral form: Visit the Keller Williams website or contact your local Keller Williams office to obtain a copy of the referral form. You may also receive a referral form directly from an agent or broker. 2. Provide your contact information: Begin by entering your personal information, including your name, email address, phone number, and any other required contact information. This information will be used to reach you regarding the referral. 3. Provide client information: Enter the client's information, including their full name, contact details, and any specific requirements or preferences they may have. This will help the receiving agent understand the referral's needs. 4. Indicate the property type: Specify the type of property in which the client is interested, such as residential, commercial, or rental. You may also need to provide additional details about the client's real estate needs. 5. Describe the reason for the referral: Explain why you are referring the client to Keller Williams. It could be due to your personal relationship with the client or your belief that Keller Williams can provide the best service for their specific needs. 6. Choose a referral method: Select the preferred method of referral. It could be a direct referral, where you provide the client's contact information to Keller Williams, or an indirect referral, where you introduce the client to a specific Keller Williams agent or broker. 7. Provide additional instructions: If you have any specific instructions or preferences regarding the referral process, you can include them in this section. For example, you may want to specify that the client should be contacted within a certain timeframe or that they should receive a specific level of service. 8. Sign and submit: Carefully read through the form, ensuring that all the information provided is accurate and complete. Once you have reviewed the form, sign and submit it as instructed. This may involve either mailing or electronically submitting the form to the Keller Williams office. Remember to keep a copy of the referral form for your records, as it will help you track the referral progress and ensure proper follow-up.

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