If you are a real estate agent or running a real estate company, you might be looking for a simple way to send and receive referrals from partners. You might be wondering: "Should I use email? Nah, it's a lot of typing and back-and-forth communications. Or perhaps call them? But this isn't scalable.". There is a better way — use an online form and automate the whole process A-Z.
Our team at Paperform created this real estate referral form template to help you get started. As you see, it's a simple multi-page form that collects all the information about both parties and the real estate property in question. If you like, you can set up automated emails to inform the receiving party about the referral and even use calculations to calculate the fees owed.
Got any questions or doubts? Don't hesitate to contact our customer success team via the live chat below. We're always here to help.
This template is designed to help you collect information efficiently and professionally. It includes carefully crafted questions and fields that gather all the essential details you need.
Paperform's visual editor makes it easy to:
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