Incoming Referral – The Parker Group

Incoming Referral Submission

Track referrals received from other agents and brokerages

Status *

Last Contact Tracking (Optional)

Last Touch Method

Date of Last Touch

Notes From Last Touch

Client Information

Client Name(s) *

Client Email

Client Phone

Please provide at least one of these contact methods

Client Type *

Property Address (if any)

Referring Agent & Brokerage

Referring Agent/Contact *

Referring Agent Email

Referring Agent Phone

Please provide at least one contact method for the referring agent

Referring Brokerage *

Referring Brokerage Mailing Address

Agent Assignment

Receiving Agent *

Assigned Agent *

Referral Agreement

Agreement Start Date

Agreement End Date

Referral Percentage (%) *

Enter referral percentage (e.g., 5.00 for 5%)

Additional Information

Closing Date

Follow Up Boss Profile URL Link to client's profile in Follow Up Boss

Referral Agreement Enter a URL to the agreement document

Or Upload Agreement Document Accepted formats: PDF, Word, Images (Max 10MB)

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