Real Estate Referral Form

Streamline Your Real Estate Referrals with Paperform

When you're a real estate agent working with clients outside your service area or specialty, having a professional referral process is essential. This Real Estate Referral Form template helps agents capture all the critical information needed to refer clients to trusted partners while ensuring clear agreements on referral fees and expectations.

Built for Real Estate Professionals

Whether you're a broker managing a network of agents, an independent agent expanding your reach, or part of a real estate team handling interstate relocations, this template simplifies the referral process. Capture comprehensive client details, property requirements, budget parameters, and geographic preferences in one organized submission—no more back-and-forth emails or missed details.

The form includes built-in fields for referral fee agreements, ensuring both parties are aligned from the start. You can customize commission percentages, payment terms, and service expectations to match your brokerage policies and state regulations.

Automate Your Referral Workflow with Stepper

Take your referral process further by connecting this form to Stepper, Paperform's AI-native workflow builder. When a referral submission comes in, automatically:

• Notify the appropriate agent based on geographic service area
• Create contact records in your CRM (HubSpot, Salesforce, or Pipedrive)
• Send welcome emails to referred clients
• Track referral status and commission payments
• Generate referral agreements for eSignature via Papersign

Professional, On-Brand Experience

This form uses Paperform's document-style editor to create a polished experience that reflects your professionalism. Customize colors, fonts, and branding to match your brokerage identity, and embed the form directly on your website or share it via a custom domain for a seamless client experience.

With conditional logic built in, the form adapts based on whether clients are buying or selling, showing only relevant questions and keeping the experience focused and efficient. Perfect for real estate agents, brokers, property managers, and realty networks looking to build stronger referral partnerships.