Agent-to-agent referral intro email
A free referrals & past clients prompt for real estate agents. Copy it, or fill in the blanks first, then paste it into ChatGPT or Claude.
- Free
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- Filled in on your device
Fill in the blanks
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Your prompt
To swap the [BRACKETS] for your details, use Fill in the blanks below. Or copy it as it is.
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”.
Templates for your next appointment
Editable seller and buyer guides with matching presentations, from our Etsy shop.
