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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."
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
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
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
Real Estate
Residential Property
Commercial Property
Property Management
Property Development
Real Estate Investment
Property Services
Professional Services
Sales
Operations
Compliance
Legal
Administration
Business Development
Property Management
Client Services
Documentation
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
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