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
Leave any field empty to keep the [BRACKET] in the copied prompt. Your name, brokerage, city, phone and email are remembered in this browser.
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
- Reply “shorter” or “half the length”. First drafts run long.
- Ask for “three versions with different tones” and keep the best lines from each.
- Paste something you wrote that sounds like you and say “match this voice”.
Related prompts
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.