Vetting Agents for Client Referrals ~ The Integrity Way

Real Estate Agent with Judi Barrett~Integrity Real Estate Services~Idabel, Oklahoma 141871

Vetting Agents for Client Referrals ~ The Integrity Way



1) Make a careful and critical examination

2) Investigate (someone) thoroughly, especially in order to insure that they are suitable for a job requiring secrecy, loyalty or trustworthiness.



Yep, that's what I do. 


When it's time to refer a client to another agent, I want to MAKE SURE that I have done the very best that I can to find the right agent.




I start on Active Rain to see if any members are in that area and how active they are.  I will post in the Referral Network to see if anyone is interested.  If there are some responses, I start processing... is there one there that I know and know would be a great fit. 


If not, I start vetting one by one. 


  • The agent's website.  I want to know what they have to say about themselves, if anything.  I want to know exactly what areas they service and how far from their office is the client's area.  I look for client testimonials on their site.
  •  I just plain ole "google" them, but on more than one search engine.  How well do they come up in searches.  Even if they rank well on the search engine, I'm going to go on to the second, third, & fourth pages to see if anything else comes up about them.
  • Facebook - Are they on Facebook?  I check both their business page and their personal page if I can access both of those.
  • LinkedIn - With each site that I check, I'm looking for consistency in what they have to say.  I'm looking for what others have to say about them.


Several sites, I do not check unless I just get to the point that I'm striking out.  Then I will go to that deeper check such as Pinterest, Twitter, etc.


IF they are in Oklahoma or some state that its easy for me to check court records, I will do that also. 


Then I call.  I want to hear their voice, hear how they sound on the phone... are they easy to talk to?  Do they listen?  Do they sound concerned for the client's needs? Do they sound interested in the referral when we discuss it.  Are they too busy?  I've always heard its best to give a job to a busy person than one that's not.. there's a reason they are busy.


I always ask the agent to keep me in the loop as they work for this client. If they do not, I've been known to call them and ask them how it's going and to call the client asking them the same thing.


After I've settled on the agent to refer to, I call the client.  I give them the agent's name etc.. but tell them to wait until the agent contacts them.  I also tell them not to sign any exclusive representation forms just yet, even if the agent asks them to because I'm not ready for them to be "locked" into that relationship just yet until they meet the agent etc.. and they decide it's a good fit.  Twice, the agent failed to follow through and contact the client.. so we backed up and started over. 


Vetting?  Yes, that's a good way to describe it.  Vetting agents for clients referrals ~ The Integrity Way.








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Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Good afternoon Judi - great job.  I think that you have check all the blocks.  It is really your reputation on the line.

Mar 09, 2018 12:33 PM #1
Amanda S. Davidson
Amanda Davidson Real Estate Group - Alexandria, VA
Alexandria Virginia Homes For Sale

Judi, good for you for vetting agents for a referral. It takes finding the right fit for the client you're referring and you clearly understand that. 

Mar 09, 2018 02:24 PM #2
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

Hi Judi, That is the word I think of when finding an agent to place a referral. It is is a process and your method adds surety that it will be handled correctly on the other end.

Mar 09, 2018 06:05 PM #3
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Judi, it is indeed important to Vet the Agent and there is nothing better than a phone call to get the feel of the person and needless to say follow up is critical too, Endre

Mar 09, 2018 06:56 PM #4
John Juarez
The Medford Real Estate Team - Fremont, CA

Hi, Judi,

You do more to vet an agent to whom you would send a referral than seller/buyers would do, in most cases, to select the agent with whom they engage to make the decision to sell/buy a home.

Good for you. Excellent for your client!

Mar 09, 2018 07:07 PM #5
Debe Maxwell, CRS | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

Oh, this is wonderful advice, Judi and yes, we do vet them. Whomever we select is a direct reflection of US and it's imperative that we do our homework!

Mar 09, 2018 07:46 PM #6
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

It does take some experience to really know how to read things out and vet things very well.

Mar 09, 2018 11:39 PM #7
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

Debe Maxwell, CRS I think that it is a reflection of the person and that’s when they have integrity, I agree.

Mar 09, 2018 11:41 PM #8
Dorie Dillard
Coldwell Banker United Realtors® ~ 512.346.1799 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Good morning An Idabel OK Broker ~ Judi K Barrett ,

Good advice on how to choose an agent to refer your client! Always vet them, check them out thoroughly to make sure they are a good fit!

Mar 10, 2018 04:50 AM #9
Marie Story
Coldwell Banker - Pinecrest (Miami) - Pinecrest, FL
Broker Associate, Pinecrest (Miami) Specialist

Judi, I couldn't agree with you more.  I am also very thorough in researching an agent I am considering referring to - I feel that whomever I refer to is also a reflection on me

Mar 10, 2018 05:51 AM #10
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

the woman demonstrates the ability to repsond making personal stock goes-up

Mar 10, 2018 06:24 AM #11
Debb Janes EcoBroker and Bernie Stea JD
ViewHomes of Clark County - Nature As Neighbors - Camas, WA
REALTORS® in Clark County, WA

It's imperative to carefully research the business practices and philosophy of a referral agent. They reflect back to us - 

Mar 10, 2018 07:17 AM #12
Michael Jacobs
Coldwell Banker Residential Brokerage - Pasadena, CA
Los Angeles Pasadena Area Real Estate 818.516.4393

Good morning,  Judi.  You do a very thoughtful and thorough job for your relocating clients.   Preparation does make a difference. As it should.  A great post.

Mar 10, 2018 07:58 AM #13
Christine Kankowski North SD and Temecula
House Match Inc - Poway, CA
Excellent Sales and Property Management

Great post.  Yes, I also chceck those things when giving a referral. Wouldn't want my input hurting a client.  Check reviews, number of closings to make sure they are an active agent etc. 

Mar 10, 2018 10:03 AM #14
Gary & Melynda Wolter (CRS) 480-269-1164
West USA Realty - Mesa, AZ
Relentless, Reliable, Premiere Personal Service

Your business standard is high! Congratulations! We gave out the most referrals we ever had last year. Couldnt agree more.

Mar 11, 2018 07:14 AM #15
Hannah Williams
Re/Max Eastern inc. - Philadelphia, PA
Expertise NE Philadelphia & Bucks 215-953-8818

Sounds Like you have the know how and have it down pat

Mar 11, 2018 04:50 PM #16
Jeff Dowler
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude - Carlsbad

Hi Judi

That's a great way to determine if the referral is going to the right person. And anyone getting a referral should expect to be vetted, unless there is already a personal relationship, or a past experience with them!


Mar 13, 2018 05:56 PM #17
John Wiley
Right Move Real Estate Group- EXP Realty - Fort Myers, FL
Lee County, FL Real Estate GRI, SRES,GREEN,PSA

Judi, you have given us a great outline on how to check out another agent for a referral.

It has to be more than the location they are in.

It is our name on the line and that should be something we guard carefully.


Mar 15, 2018 09:38 AM #18
Anne Corbin
Fritz Realty LLC - Spotsylvania, VA
Serving Lake Anna & Central Virginia

Sounds like a tried and true system. I'm sure your clients appreciate all your time and efforts in finding them a qualified agent that will do the job they way you would.

Mar 15, 2018 10:14 AM #19
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An Idabel OK Broker ~ Judi K Barrett

BA, Integrity Real Estate Services -IDABEL OK
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