What Happens After You Submit a Real Estate Referral
You've identified someone in your network who's ready to buy or sell — so you submit the referral. Then what?
This is one of the most common questions we get at CrossView Referral Realty, and it's a fair one. Once you hit submit, the process moves out of your hands and into ours. Here's exactly what happens next — step by step — so you always know where things stand.
Step One: You Submit the Form
Everything starts at crossviewreferralrealty.com. When you click Submit a Referral, you'll fill out a form with the details we need to get things moving. If you already have an agent in mind — someone you trust, someone your client already knows, or someone you've worked with before — you'll include their name and contact information right there on the form.
If you've discussed a referral percentage with that agent other than our standard 25%, you'll note that too. If you leave it blank, we default to 25%.
One thing worth emphasizing here: if you don't have an agent in mind, that's completely fine — but the more context you give us about your client, the better the match we can make. Things like their communication style, their timeline, whether they'd feel more comfortable with a certain type of agent — all of that helps us find the right fit rather than just the nearest available one.
Step Two: CrossView Gets to Work
The moment your form comes through, our team sees it. We confirm receipt and let you know we're on it — you won't be left wondering if it went into a void.
From there, what happens next depends on whether you submitted with an agent or without one.
If you named an agent: We contact them directly, let them know one of our referral agents is sending them a client, and get a referral agreement drafted. The agreement reflects the percentage you noted on the form. Once the agent signs it, we pass along your client's contact information to them — and not a moment before. The signed agreement protects you. We make sure it's in place before anyone picks up the phone.
If you didn't name an agent: We go to work finding the right one. That might mean reaching out to agents we know in that market, or going broader into our nationwide network if the referral is outside of Florida. When multiple agents are available in the same area, we interview them — because the goal isn't to fill a slot, it's to find the best fit for your specific client. This part can take a little longer, but it's worth it. Once we land on the right agent, the process follows the same path: referral agreement, signed, then client information is shared.
Step Three: The Handoff
Once the referral agreement is fully signed and your client's information has been passed to the receiving agent, we circle back to you. We let you know who the agent is, that everything is in place, and we ask you to do one simple thing: reach out to your client and let them know to expect a call.
That's it. A quick text or call from you to say, "Hey, you're going to hear from [agent name] — that's who I connected you with, and they're going to take great care of you." That personal touch from you matters. It's a warm handoff, not a cold transfer.
Step Four: We Stay on It
Your job is done, but ours isn't. Once a month, we follow up with the receiving agent to get a status update — whether your client has gone under contract, whether a listing has gone live, whether an offer has come in. We keep tabs on the transaction so you don't have to, and we keep you in the loop along the way.
When the deal closes, your referral fee gets processed through CrossView Referral Realty and paid out to you at the agreed split.
Simple by Design
The whole process is built to be low-effort on your end without being low-quality on your client's end. You make the connection. We handle the paperwork, the coordination, and the follow-through.
Have questions about a referral you're thinking about submitting? Call us at 904-503-0672 or visit crossviewreferralrealty.com — we're happy to walk you through it before you even hit submit.
FAQ
Q: How long does it take to get a referral agreement signed after I submit? A: If you've already identified the receiving agent, the process moves quickly — typically just a few days to get the agreement drafted, sent, and signed. If we're finding an agent on your behalf, it may take a bit longer because we want to make sure we're matching your client with the right person, not just the fastest available one.
Q: Do I need to have an agent in mind before I submit a referral? A: Not at all. If you have someone in mind, great — include their information and we'll move forward with them. If you don't, just give us as much detail as you can about your client's situation and preferences, and we'll find the right fit through our network across Florida and nationwide.
Q: When does the receiving agent get my client's contact information? A: Only after the referral agreement is fully signed. We don't share your client's information until the agreement is in place. That step protects you, your client, and the integrity of the referral.
Q: Will I know what's happening with my referral after the handoff? A: Yes. We follow up with the receiving agent once a month and keep you updated on key milestones — offers, contracts, listings going live, and ultimately closing. You won't be left in the dark waiting to find out if your referral fee is coming.
Q: What is the standard referral fee percentage at CrossView Referral Realty? A: Our standard referral fee is 25% of the gross commission earned by the receiving agent. If you've arranged a different percentage directly with the agent before submitting, you can note that on the form and we'll draft the agreement accordingly.
