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Real Estate Referral Form Template for New Zealand

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Key Requirements PROMPT example:

Real Estate Referral Form

"I need a Real Estate Referral Form for referring international clients from my Auckland agency to a Wellington-based agent, with specific provisions for cross-city commission structures and a clause ensuring the referral arrangement remains valid until March 2025."

Document background
The Real Estate Referral Form is a crucial document in New Zealand's real estate industry, designed to formalize referral arrangements between licensed real estate professionals. This document is typically used when one real estate agent or agency wishes to refer a client to another agent, often due to geographical limitations, specialization requirements, or workload management. The form ensures compliance with the Real Estate Agents Act 2008 and related regulations while protecting the interests of all parties involved. It includes detailed information about the referral arrangement, commission structures, professional obligations, and client care requirements. The document serves as a legally binding agreement that clarifies expectations, responsibilities, and compensation terms, helping to prevent misunderstandings and potential disputes between referring and receiving agents.
Suggested Sections

1. Parties: Identification of the referring agent/agency and the receiving agent/agency, including license numbers and contact details

2. Background: Brief context explaining the purpose of the referral arrangement and the professional relationship between the parties

3. Definitions: Key terms used in the agreement including 'Referral Fee', 'Referred Client', 'Successful Transaction', etc.

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

5. Scope of Referral: Specific details about the nature of the referral, including any geographical or property type limitations

6. Referral Fee Structure: Clear outline of the agreed referral fee or commission sharing arrangement, including calculation method and payment terms

7. Obligations of Referring Agent: Responsibilities of the referring agent, including initial client communication and information handover

8. Obligations of Receiving Agent: Duties of the receiving agent in handling the referred client and maintaining professional standards

9. Term and Termination: Duration of the referral arrangement and conditions for termination

10. Confidentiality: Requirements for handling confidential information and client data

11. Execution: Signature blocks for all parties, including dates and witness provisions if required

Optional Sections

1. International Considerations: Additional terms for international referrals, including currency considerations and cross-border requirements

2. Multiple Property Provisions: Terms covering situations where the client may purchase multiple properties

3. Team Structure: Details of team arrangements if the receiving agent works within a team structure

4. Marketing Arrangements: Specific agreements about how the referred client's property search will be marketed

5. Dispute Resolution: Specific procedures for handling disputes between agents or with clients

6. Non-Solicitation: Terms preventing either party from directly soliciting clients referred under the agreement

7. Force Majeure: Provisions for unforeseen circumstances that may affect the referral arrangement

Suggested Schedules

1. Schedule 1: Client Details: Detailed information about the referred client, including contact details, requirements, and preferences

2. Schedule 2: Fee Calculation: Detailed breakdown of how referral fees will be calculated in different scenarios

3. Schedule 3: Required Disclosures: Standard disclosures required under New Zealand real estate regulations

4. Schedule 4: Communication Protocol: Agreed procedures for communication between agents and with the client

5. Appendix A: Agency Credentials: Copies of relevant real estate licenses and professional credentials

6. Appendix B: Service Area Map: Definition of geographical areas 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

Residential Property

Commercial Property

Property Management

Property Development

Real Estate Investment

Property Services

Professional Services

Relevant Teams

Sales

Operations

Compliance

Legal

Administration

Business Development

Property Management

Client Services

Documentation

Relevant Roles

Real Estate Agent

Real Estate Broker

Real Estate Agency Principal

Property Manager

Business Development Manager

Compliance Officer

Real Estate Sales Manager

Real Estate Administrator

Branch Manager

Licensed Real Estate Agent

Property Consultant

Real Estate Operations Manager

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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