Who to partner with
Good referral partners include mortgage lenders, estate planning attorneys, divorce attorneys, financial planners, CPAs, contractors, and relocation specialists. Each one regularly meets people who may need an agent.
Research before reaching out
Ask AI to explain how each type of professional typically works with real estate agents and what they value in a partner. This helps you approach them with something useful to offer.
Write a thoughtful introduction
A good introduction email should explain who you are, the clients you serve, and how you can help their clients. Ask AI to write a version for each type of partner, then personalize it.
Offer value first
- Share a market update relevant to their clients
- Offer to co-host an educational event
- Refer clients to them when appropriate
- Provide a simple resource their clients would find useful
Keep in touch
Partnerships fade without contact. Use AI to plan quarterly check-ins and draft short updates. A coffee meeting a few times a year goes a long way.
Follow the rules
Be aware of rules about referral fees and kickbacks in real estate transactions. Partnerships should be based on mutual value and good service, not payments that may be prohibited. Check with your broker if you're unsure.
Track referrals
Keep a simple record of who refers clients to you and thank them every time.
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