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REFERRAL MANAGEMENT

Trust but verify

Have you ever referred a client to another agent and wondered what happened with that referral?  With our referral management service you won't have to wonder any more.  Send us the referral agreement and we will do the following for you:

  • Get it signed by all parties;

  • File copies of it with both brokers;

  • Ensure the other broker receives your W-9 for tax reporting purposes;

  • Follow up on a periodic basis with the receiving agent (and your client if needed);

  • Invoice you for the $100 service fee only after you've received your split.

Top Shelf TC has a nationwide network of clients, so if you refer your client to another Top Shelf TC client, this service is provided to you at no charge.​