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Real Estate Agent Referral Form Template for New Zealand

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Key Requirements PROMPT example:

Real Estate Agent Referral Form

"I need a Real Estate Agent Referral Form for my Auckland-based agency to establish an ongoing referral arrangement with multiple agencies across New Zealand's South Island, with a focus on luxury residential properties and a tiered commission structure."

Document background
The Real Estate Agent Referral Form is a crucial document in New Zealand's real estate industry, designed to facilitate and formalize referral arrangements between licensed real estate professionals. This document becomes necessary when one agent or agency wishes to refer a client to another agent, typically due to geographic limitations, specialization requirements, or capacity constraints. The form includes essential details such as the parties involved, referral fee arrangements, scope of services, and obligations regarding client information handling. It ensures compliance with New Zealand's Real Estate Agents Act 2008, Privacy Act 2020, and other relevant legislation while providing clear documentation of the referral agreement terms.
Suggested Sections

1. Parties: Identifies the referring agent, receiving agent, and their respective agencies with full legal names and license numbers

2. Background: Brief context explaining the purpose of the referral arrangement

3. Definitions: Key terms used in the form including 'Referral Fee', 'Client', 'Property Transaction', and 'Service Period'

4. Client Information: Details of the referred client including contact information and property requirements

5. Referral Terms: Specific terms of the referral including the scope of services and duration

6. Compensation: Details of the referral fee structure, payment terms, and conditions for payment

7. Confidentiality: Obligations regarding client information and privacy requirements

8. Execution: Signature blocks for both agents and date of agreement

Optional Sections

1. International Considerations: Required when the referral involves international clients or cross-border transactions

2. Multiple Property Clause: Used when the referral may involve multiple property transactions

3. Exclusivity Terms: Added when the referral arrangement is exclusive for a specified period

4. Dispute Resolution: Detailed dispute resolution procedures for more complex referral arrangements

5. Term and Termination: Included for ongoing referral relationships rather than one-off referrals

Suggested Schedules

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees and payment calculations

2. Schedule 2 - Client Requirements: Detailed specification of client's property requirements and preferences

3. Appendix A - Agent Credentials: Copies of real estate licenses and professional credentials

4. Appendix B - Service Territory: Map or description of the geographic area covered by the receiving agent

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
























Clauses
























Relevant Industries

Real Estate

Property Management

Legal Services

Financial Services

Property Development

Residential Property

Commercial Property

Relevant Teams

Legal

Compliance

Sales

Operations

Business Development

Property Management

Administration

Risk Management

Relevant Roles

Real Estate Agent

Property Manager

Real Estate Broker

Agency Principal

Compliance Officer

Legal Counsel

Business Development Manager

Sales Manager

Operations Manager

Branch Manager

Regional Director

Referral Coordinator

Industries





Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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