Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California, Inc.)

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Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

I did very few referrals Jeff but when I did I followed up like a hawk. My two most disappointing referrals were through AR and both were on the top end of the leaderboard.

Feb 25, 2020 06:28 PM
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

It should be discussed when the referral is given/accepted.  Typically, let that agent do their job.  

Feb 25, 2020 05:43 PM
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

I set the expectation up front with the referral form and a note; to give me the big moments only:

  • started looking at homes
  • listed the property
  • buyer wrote an offer/got accepted/in escrow
  • seller accepted an offer/in escrow
  • any major issues or decisions
  • contingencies removed
  • we closed!

I ask for the highlights only, not daily updates, nothing ridiculous, and no micro-managing as I only refer those I trust. Let them do their things.

Feb 25, 2020 05:36 PM
Diana Zaccaro Broker Associate
Tropical Beachside brokered by eXp - Cocoa Beach, FL
"The Accidental Blogger" Cocoa Beach, Florida

It depends...if it's a referral to a local agent, I will check in with them from time to time. If it's to an out of town or out of state agent, a weekly update (or more often depending on progress) is requested as part of the referral. If those don't happen, I do check in on them. 

Feb 25, 2020 08:45 PM
Doug Dawes
Keller Williams Realty Evolution - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

A little of both Jeff Dowler, CRS 

Feb 26, 2020 09:15 AM
John Juarez
The Medford Real Estate Team - Fremont, CA

I expect the occasional update on the progress of the transaction. If I hear nothing, I reach out for an update.

Feb 26, 2020 07:53 AM
Eve Alexander
Buyers Broker of Florida - Tampa, FL
Exclusively Representing ONLY Tampa Home Buyers

Be very careful who you send a referral to.

The AR broker kept me informed until the buyers came to town...then she tried to not pay me the $20K referral fee.



Feb 26, 2020 06:57 AM
Candice A. Donofrio
Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker - Fort Mohave, AZ
928-201-4BHC (4242) call/text

I shouldn't have to check.
However, I just need the highlights:

Feb 26, 2020 05:14 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

When I select an agent for referral, I pass them on to Coldwell Banker to do all the paperwork and they stay in touch with the agent and keep me informed. But that doesn't mean I don't check in from time to time myself with the agent and/or the person I referred to them.

Feb 26, 2020 04:09 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Yes, I check in from time to time.

Feb 26, 2020 04:06 AM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

Expectations are set and agreed upon before the referral is made.  

Feb 26, 2020 07:10 AM
Lyn Sims
Schaumburg, IL
Real Estate Agent Retired

I usually just check in by email about once a month tops. Do not want to bug them or micromanage.

I don't expect updates actually.


Feb 26, 2020 07:06 AM
Steve Higgins
RE/MAX Kelowna - Kelowna, BC

I will check in if I haven't received any updates from the agent. I find a lot of my clients will keep me in the loop. 

Feb 26, 2020 06:28 AM
Wayne Zuhl
Remax First Realty II - Cranford, NJ
The Last Name You'll Ever Need in Real Estate

If I haven't heard in a week or two, I'll check in.

Feb 26, 2020 03:26 AM
Silvia Dukes PA, Broker Associate, CRS, CIPS, SRES
Tropic Shores Realty - Ich spreche Deutsch! - Spring Hill, FL
Florida Waterfront and Country Club Living

I don't check up on them unless I have a good reason for it but I do appreciate occasional updates of major milestones such as going under contract and a successful closing!


Feb 26, 2020 06:24 AM
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

Both, i expect them to update me and ask for that upfront. I also check on them if i have not heard at least weekly

Feb 26, 2020 05:36 AM
Brenda Mayette
Miranda Real Estate Group, Inc. - Glenville, NY
Getting results w/ knowledge & know-how!

The other agents got the referral from me because of their professionalism and they keep me posted without me having to express the expectation.  :)

Feb 26, 2020 04:44 AM
Anna Banana Kruchten CRS, Phoenix Broker
HomeSmart Real Estate BR030809000 - Phoenix, AZ

When I refer someone I know who and what type of person will be handling the sale or buy. I don't need to hear from them but they typically do send me a quick update from time to time.

Feb 26, 2020 10:17 AM
Eva B. Liland Century 21 Doug Anderson
Century 21 Doug Anderson - Lancaster, CA
Glad to be of Service 661-714-1643

I hardly do referrals since my business is local and niche spefic. However, I feel that is up to the other agent to keep me informed.

Feb 26, 2020 07:08 AM
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West - Carlsbad, CA
Presence, Persistence & Perseverance

We check in and like to be proactive with updates as you already know!

Feb 26, 2020 10:23 AM
Roy Kelley
Retired - Gaithersburg, MD

Expectations should be discussed when the referral is made.

Feb 26, 2020 09:20 AM
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

Some report automatically, which is nice, but it's good to check.

Feb 26, 2020 09:02 AM
Abby Stiller
REMAX Realty Group - Cape Coral, FL
Professional Bilingual Realtor (239) 284-8637

Yes, I expect them to keep me updated. The same way I do when I receive referrals. 

Feb 26, 2020 05:48 PM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy


They contact us, and I do not have to follow up on them...A

Feb 26, 2020 08:32 AM
Debe Maxwell, CRS | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

They send periodic updates - I do not have to 'nag' them.

There's nothing more impersonal than someone in admin reaching out to ask for an update after I JUST sent an update text to the agent who sent me the referral.

While I appreciate the referral, this type of 'nagging' makes me wonder whether the agent, if given a referral, uses automated updating for clients that I would refer to them.

Feb 27, 2020 07:15 AM
Tony Lewis
Summit Real Estate Group - Valencia, CA
Summit Real Estate Group Valencia & Aliso Viejo

I would hope that agent that was referred would update me periodically but I'll follow up with them and the clients that were referrred.

Feb 28, 2020 05:44 PM