2,403,205
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.
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Debe Maxwell, CRS
Charlotte, NC
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Steve Higgins
Kelowna, BC
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Candice A. Donofrio
Fort Mohave, AZ
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Abby Stiller
Cape Coral, FL
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Diana Zaccaro Broker A...
Cocoa Beach, FL
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
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John Juarez
Fremont, CA
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Eve Alexander
Tampa, FL
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
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Michael Jacobs
Pasadena, CA
4,584,596
It should be discussed when the referral is given/accepted. Typically, let that agent do their job.
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Debe Maxwell, CRS
Charlotte, NC
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Steve Higgins
Kelowna, BC
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Abby Stiller
Cape Coral, FL
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Diana Zaccaro Broker A...
Cocoa Beach, FL
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
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John Juarez
Fremont, CA
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Kathleen Daniels, Prob...
San Jose, CA
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Lyn Sims
Schaumburg, IL
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Nina Hollander, Broker
Charlotte, NC
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Bob "RealMan" Timm
Minot, ND
1,555,095
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.
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Debe Maxwell, CRS
Charlotte, NC
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Diana Zaccaro Broker A...
Cocoa Beach, FL
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
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Brenda Mayette
Glenville, NY
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Nina Hollander, Broker
Charlotte, NC
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Kris Collis, Associate...
East Stroudsburg, PA
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Thomas J. Nelson, REAL...
La Jolla, CA
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
1,093,547
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.
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Debe Maxwell, CRS
Charlotte, NC
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Steve Higgins
Kelowna, BC
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Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
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Kathleen Daniels, Prob...
San Jose, CA
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Nina Hollander, Broker
Charlotte, NC
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Michael Jacobs
Pasadena, CA
1,202,697
A little of both Jeff Dowler, CRS
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Debe Maxwell, CRS
Charlotte, NC
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Steve Higgins
Kelowna, BC
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Bob "RealMan" Timm
Minot, ND
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Abby Stiller
Cape Coral, FL
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Michael Jacobs
Pasadena, CA
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Diana Zaccaro Broker A...
Cocoa Beach, FL
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Doug Dawes
Topsfield, MA
1,326,624
I expect the occasional update on the progress of the transaction. If I hear nothing, I reach out for an update.
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Debe Maxwell, CRS
Charlotte, NC
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Steve Higgins
Kelowna, BC
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Abby Stiller
Cape Coral, FL
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Michael Jacobs
Pasadena, CA
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Diana Zaccaro Broker A...
Cocoa Beach, FL
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Doug Dawes
Topsfield, MA
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Bob "RealMan" Timm
Minot, ND
613,494
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.
Eve
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
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John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
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Kathleen Daniels, Prob...
San Jose, CA
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Lyn Sims
Schaumburg, IL
1,057,664
I shouldn't have to check.
However, I just need the highlights:
Listed/Located
UC
Closed
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
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Ron and Alexandra Seigel
Carpinteria, CA
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John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
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Lyn Sims
Schaumburg, IL
5,117,178
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.
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Abby Stiller
Cape Coral, FL
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Michael Jacobs
Pasadena, CA
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Diana Zaccaro Broker A...
Cocoa Beach, FL
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Doug Dawes
Topsfield, MA
-
Ron and Alexandra Seigel
Carpinteria, CA
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
6,426,149
Yes, I check in from time to time.
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Debe Maxwell, CRS
Charlotte, NC
-
Abby Stiller
Cape Coral, FL
-
Michael Jacobs
Pasadena, CA
-
Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
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Nina Hollander, Broker
Charlotte, NC
3,350,764
Expectations are set and agreed upon before the referral is made.
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Diana Zaccaro Broker A...
Cocoa Beach, FL
-
Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
1,847,891
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.
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Diana Zaccaro Broker A...
Cocoa Beach, FL
-
Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
808,779
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.
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
-
Diana Zaccaro Broker A...
Cocoa Beach, FL
-
Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
-
Bob "RealMan" Timm
Minot, ND
1,390,113
If I haven't heard in a week or two, I'll check in.
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
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Nina Hollander, Broker
Charlotte, NC
2,163,483
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!
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
-
John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
3,416,038
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
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Debe Maxwell, CRS
Charlotte, NC
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
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John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
853,912
The other agents got the referral from me because of their professionalism and they keep me posted without me having to express the expectation. :)
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Debe Maxwell, CRS
Charlotte, NC
-
Michael Jacobs
Pasadena, CA
-
Doug Dawes
Topsfield, MA
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John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
3,590,666
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.
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Debe Maxwell, CRS
Charlotte, NC
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Bob "RealMan" Timm
Minot, ND
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Abby Stiller
Cape Coral, FL
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Michael Jacobs
Pasadena, CA
231,948
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.
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
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John Juarez
Fremont, CA
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Bob "RealMan" Timm
Minot, ND
1,728,867
We check in and like to be proactive with updates as you already know!
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Debe Maxwell, CRS
Charlotte, NC
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
7,871,821
Expectations should be discussed when the referral is made.
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Bob "RealMan" Timm
Minot, ND
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Abby Stiller
Cape Coral, FL
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Michael Jacobs
Pasadena, CA
902,538
Some report automatically, which is nice, but it's good to check.
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Bob "RealMan" Timm
Minot, ND
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Michael Jacobs
Pasadena, CA
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Doug Dawes
Topsfield, MA
788,931
Yes, I expect them to keep me updated. The same way I do when I receive referrals.
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Debe Maxwell, CRS
Charlotte, NC
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Bob "RealMan" Timm
Minot, ND
5,773,367
Jeff,
They contact us, and I do not have to follow up on them...A
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Doug Dawes
Topsfield, MA
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Bob "RealMan" Timm
Minot, ND
5,258,966
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.
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Bob "RealMan" Timm
Minot, ND
766,969
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.