Referrals. Give them - receive them they are wonderful warm clients who are just joys to work with. You've worked hard to create them. You've worked hard to keep them coming back but they need to buy out of state and have asked you/you volunteered to find them someone.

 BUT WHO? Not all Realtors are equal. How can you trust that your client will be happily served and closed?

I have great success with people referrals to other Keller Williams Agents. I almost exclusively trust them but not everyone has that experience. So I have some standard procedures I follow when doing referrals.

1.  I call the KW office in their area right away and ask to speak with their team leader
2. I speak with their team leader or sales manager. This is to get a pulse on the type of agent you want to find knowing your client's needs. First time buyer, Investor, Needs tough love, The sweetest people you'll ever meet. Who ever they are it's my responsibility to put them in the right hands.
3. Get the Contact info for the agent they recommend
4. Call them and Introduce yourself
5.  Tell them you have heard they are an expert in their area and let them know you have a referral and are thinking of using them
6. Now qualify. How long  in the business , How long with their current company? Have they worked with people from my area before? Do they have a Contact in San Francisco (now they do!)
7. Thank them and let them know you are expecting an email from them with the info I've requested.
8. Then I fwd that email to my client & we talk about my impression of the person. If it's a no go then I find another one.
9. If it's a go I do a three way call on my cell and introduce them and make sure that the other Realtor stays on point and it's also like my client has a friend right there with them. An appointment to meet is set they take it from there.
10. Check in with you client to judge their comfort. Check in with the Realtor to make friends and insure your client is happily closed.
    

If anyone has further tips post them here!

Thank you,

Bakie Lee 

San Francisco is a Hella Cool City