Referral Agreement - UAR_2026-04-07 13_53_37.pdf
Send it to Scott Chapman for signature:
Make sure your W9 is attached (Grab Below).
Have the referring agent send you their form or have them fill out the same form for sending.
Confirm all sections are complete and signed by Scott Chapman.
Add it to your client onboarding notes so we can track progress.
https://docs.google.com/document/d/1DtJ_u6lmbUaMiwWXBfNxifDry-1VPpMq2ioP5rfwvs0/edit?usp=sharing
Use this to initiate any referral.
Make sure your W9 is current and attached when sending referrals.
Create your opportunity in Command. Needs to be done for Listing and Buyer referrals as a Buyer Opportunity for referrals