Agent-to-agent referral intro email

A free referrals & past clients prompt for real estate agents. Fill in the blanks, then copy it or open it straight in ChatGPT or Claude.

Fill in the blanks

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Your prompt

I'm referring a client to an agent in another state. Write two things:

1. A private email to the receiving agent confirming a [REFERRAL FEE %] referral fee, paid broker to broker under a signed referral agreement we complete before the intro, and how often I'd like updates.
2. A 3-way intro email (me, my client, the receiving agent) covering what the client wants (timeline, price range, property type, areas), why I chose this agent, and next steps.

Client: [CLIENT NAME, GOALS, TIMELINE, BUDGET]
Receiving agent: [AGENT NAME, BROKERAGE, MARKET, SPECIALTY]
Me: [YOUR NAME], [YOUR BROKERAGE], [YOUR PHONE], [YOUR EMAIL]

Share only what the client agreed I can share, with no personal or demographic details. Don't assume a "standard" fee. Flag state rules on disclosing the fee to the client for me to confirm with my broker.

AI output is a draft. Read every word before a client does.

When to use it

When a client is moving out of your area and you're handing them to an agent in another state.

Tip for a better answer

Get the signed referral agreement back before sending the 3-way intro; once your client has the other agent's contact info, you have little leverage to settle terms.

How to push the first draft further

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The prompt pack

All 100 prompts, organized by your week

Lead gen, listings, buyers, sellers, negotiation, follow-up and referrals, written with Fair Housing and the 2024 NAR settlement in mind. PDF, CSV for Notion or Sheets, and a plain-text copy. $9, one time.