How-To Get Paid For

Referral Clients

There are times when you have started working with a client and they decide to look somewhere out of your area.  Maybe it's a friend who is buying a house, but they're in another part of the state or country. Great news!  eXp allows you to make a referral to another agent and still get paid. You can also accept referrals of clients as well from other licensed agents!

Referral Client Consultation


COMPLIANCE NOTE: Referral fees are paid from brokerage to brokerage, not between agents.

ORIGINATING BROKERAGE - The agent who made the referral to the other agent. This agent earns the referral fee.

RECEIVING BROKERAGE - The agent who is actually going to work with the client. This agent PAYS the referral fee.

How you get paid - Receiving Referrals

NOTE: If you are the agent who is working with the client, you will start a Skyslope file like any normal transaction

If you received the referral from an outside brokerage or someone at eXp who is not on our Team

If you received the referral from another CFG Team Member

WATCH THIS!

For example, click on the Add button then type in the name


Click on the name then click the blue “Save as Co-Agent” button on the pop-up.

Click the blue Next button at the bottom right to save your changes.


IMPORTANT: Hit the NEXT button at the bottom right to save changes or else the Co-Agent information will not be saved!!!!!!!!


At the bottom of that page, you will see where to split the commission based on the appropriate type of lead at the bottom of the commission tab. Percentages are typed in the second column next to each agent’s name.

NOTE: If you do not see the other' agent's name here, then you need to go back to the TRANSACTION tab and do step 1 again to add as a co-agent. This probably happened because you did not click on the “Next” button at the bottom right.

IMPORTANT: Scroll up to the top of the COMMISSION tab and hit the SUBMIT button to save changes or else the commission breakdown information will not be saved!!!!!!!!


How you get paid - Sending Referrals

NOTE: If you are the agent who made the referral to another agent to work with the client, then you will be starting a Skyslope file as a "Referral" transaction 

If you referred to an eXp Agent (originated the referral):

If you referred to an outside brokerage (originated the referral)


When you set up the Skyslope file, you will follow these steps and then you will see that the Checklist tab is very minimal!


Upload minimum required docs on the Checklist tab.