Refera
Refera · Glossary

What is Fit note?

A short message from an applying agent explaining why they are a good fit for a referral opportunity.

01Plain-English meaning

A fit note is the first proof of professionalism. It should explain local coverage, relevant experience, communication rhythm, and why the agent can service the client well.

02Why it matters

  • It gives the posting agent something better than a name and phone number.
  • It starts the conversation before anyone commits.
  • It helps receiving agents stand out without exposing private client information.

03Example

For an Austin buyer referral, a fit note might mention same-day showing availability, relocation experience, and recent work in the target suburbs.

04Frequently asked questions

How long should a fit note be?

Short and specific is best. A few sentences covering market fit, availability, relevant experience, and communication expectations is usually enough.

Should a fit note include client details?

No. The applying agent should respond to the public opportunity without asking for or exposing sensitive client details too early.