Finding the right agent for your client is as simple as a few taps on your screen with the Trust Circle Referral app. Here’s how you can send a referral in moments:
Start by tapping 'Send New Referral' on the home page.
Enter your client’s information and their specific needs.
Rest assured, this information is kept confidential throughout the process.
Choose the geographical area where your client requires service.
Tailor your search to find the perfect match for your client's unique needs. You can filter the results by brokerage affiliation, your personal connections, or even language proficiency.
Review the sorted results, which are organized into three tiers:
● Your personal Trust Circle contacts.
● Contacts within your Trust Circle's extended network.
● Agents from the broader community who match your client’s criteria and service area.
Opt to send your referral directly to a specific contact for a personalized approach or cast a wider net to the community for quicker engagement.
The client’s information remains private and is not revealed until the referral agreement is mutually signed.
If you choose to send directly, a referral agreement will be generated. After you sign, the selected agent will accept and sign, which secures the transfer of the client’s details.
Both participating agents’ brokers will receive a copy of the referral agreement to sign, ensuring transparency and compliance.
The agent who receives the referral is obligated to provide immediate updates on significant progress and regular check-ins. As the originator, you also have the ability to request updates on-demand through the app.
Monitor the referral’s progress all in one convenient location on our platform, right up until the deal closes.
With Trust Circle Referral, you have the power to manage your referrals efficiently, maintain client confidentiality,
and foster professional relationships—all within a trusted network of real estate professionals.
Input your search keywords and press Enter.