Often, when you refer clients to another agent, you will still need to track that referral in SkySlope for compliance and record-keeping purposes. Follow the instructions outlined below to submit a referral in SkySlope.

Before You Start...

Real estate requirements vary widely across regions and brokerages. Before you start creating your file in SkySlope, we recommend that you:

• Check with your admin or broker: What are your brokerage-specific requirements? What is the recommended workflow?
• Confirm necessary documents: State-specific referral agreement? Brokerage-specific form?
• Check SkySlope Specifics: Does my SkySlope office have a Referral Checklist available?

Prepare the Referral Agreement

The process for handling internal and external referrals varies by brokerage and region. If you need to prepare a Referral Agreement or brokerage-specific referral document, you can use SkySlope Forms.

1. Log into SkySlope Forms.
2. Create a Forms file. Learn how. 
3. If you have a brokerage-specific referral document, you can click Upload Document to add your form.
   OR
   Add your Referral Agreement. This form will vary slightly from region to region, but you will generally provide the following details:
   - Referring Agent Details (you)
   - Recipient Agent Details (the agent you referred the clients to)
   - Client Details
   - Fee Agreement 
4. Complete your form and send it for signatures. Learn how.

Submit to SkySlope Suite

Once you have an executed referral document, you will submit the form to your brokerage via a Transaction file in SkySlope Suite.

1. From the SkySlope home page, click Create New. Then select Transaction. Learn how.
   
   
2. First, you will be prompted to enter the property address. Generally, you won't have this information. To bypass this field, we recommend that you close the address search window. Then, in the street address fields, you can enter filler details and "Referral."
   Here is an example address and a demo of typing that address in the Transaction file:
   01 Referral Street, Sacramento CA 95841
   
   
   
3. Next, you will be asked to enter additional details for this Transaction, such as the purchase price, acceptance date and closing date. Similar to the property address, you likely won't have some of these details. Enter filler information for any of the fields you don't know. For example, enter "0000" for the year built.
   Once you've completed that information, click Next.
   
   
4. After clicking Next, you'll arrive at the Contacts tab. Depending on your brokerage's settings, different contacts may be required. For any contacts you don't know, you can enter "na" and "na@na.com".
   Once you've completed all of the required contacts, click Next.
   
   
5. Now, you'll land on the Commission tab. Here is where we will record important payment details about the transaction. Learn more about the Commission tab.
   The Sale Price will be copied over from the Transaction tab. Below that, you will see Listing and Sale Commission. If you aren't certain, you can enter $0 for each.
   
   
   
6. Then, on the Commission tab, scroll down to the Referral Details section. Complete this section using the information entered on your executed Referral Agreement.
   
   
   
7. After you've completed the Commission tab, click Submit to move to the next page. 
   
   
8. Now you will arrive at the Checklist! This is where you submit executed documents to your brokerage for review. 
   - If your brokerage has created a Referral Checklist, you will likely see a relatively short Checklist and an item labeled "Referral Document." You will attach your Referral Agreement here. Learn how.
   - If your brokerage has not created a Referral Checklist, and you had to select a different Checklist type on the first page where you entered the address, you may or may not have a Checklist item labeled "Referral Document." If not, look for an item labeled Miscellaneous or something along those lines. You will attach your Referral Agreement here. Learn how.

If you have any other questions about submitting a referral in SkySlope, please reach out to our 24/7 Support team!