How to Deal With a Slow Referral Form Signature

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From Oakley's Tuesday Tactics newsletter:

Q: What do I do when an agent on an out-of-state referral is slow to sign a referral agreement form?

A: First, take a deep breath. It's entirely possible that the agent is busy, and you don't want to jump to conclusions.

However, you do want to make sure you use firm diplomacy to remind them of their agreement.

If you suspect the agent is trying to skip out on their obligation, it might be a good idea to send a polite reminder email to the agent's broker. Be sure to cc: the agent who has yet to sign the referral form.

Also: This is a good time to remind yourself that unless you have unshakeable trust in the agent, it is always a good idea to get a referral agreement in place and signed before you refer a client (especially out of state).

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