01Plain-English meaning
The referring agent usually knows the client or opportunity first, but cannot or should not service it directly. Their job is to create a clean handoff to a qualified receiving agent.
02Why it matters
- They are responsible for describing the opportunity accurately.
- They should confirm client permission before sharing private details.
- They need to document the referral terms and brokerage approval.
03Example
An Atlanta agent whose past client is buying in Tampa becomes the referring agent when they post the Tampa buyer referral.
04Frequently asked questions
Does the referring agent keep working the client?
Usually the receiving agent works the transaction after the handoff. The referring agent may stay available for context and track the outcome.
What should a referring agent avoid posting publicly?
Client names, phone numbers, emails, exact addresses, sensitive financial facts, and other private information.