Outbound Referral – The Parker Group

Outbound Referral Submission

Track referrals sent to other agents

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)

Receiving Agent

Receiving Agent *

Receiving Agent Email *

Receiving Agent Phone *

Referring Agent

Referring Agent *

Referral Agreement

Agreement Start Date

Agreement End Date

Referral Percentage (%) *

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

Additional Information

Closing Date

Date Referral Received

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)

W-9 Document Enter a URL to the W-9 form

Or Upload W-9 Document Accepted formats: PDF, Word, Images (Max 10MB)

Website