Residential Referral Agreements

Referral Agreement

1. Click the link above, then click the Download button in Google Drive (don't just use the preview).

2. Open the downloaded PDF in your browser (Chrome or Edge) or in Adobe Acrobat Reader — both let you click directly into the fields and type.

3. Fill in all the fields.

4. Save your entries by printing to PDF instead of using a regular "Save":
• On Mac: Click the print icon in the PDF viewer — it'll open the document in a new window where you can fill everything in. Once filled in, click the print icon again to save the contents, then save the file to wherever you need it.
• On Windows: File → Print → set the destination/printer to Save as PDF (Chrome/Edge) or Microsoft Print to PDF → Print, then choose where to save.

5. This creates a new PDF with everything you typed locked in — that's the file you'll upload to SkySlope and send for signature.

Residential Referral Process: What to Do

Scenario 1: You're referring a deal OUT and receiving the referral fee

1. Create the transaction in SkySlope once the deal is under contract.

2. Fill out the Commission tab in SkySlope with the referral details — note that this is a referral, and enter the dollar amount corresponding to the commission portion of the referral.

3. Use SkySlope comments to flag anything that needs attention on the deal — this is how our team knows what's needed and by when.

4. Submit the deal in the Relive app, entering only the referral (not the full deal volume). Include:
• Property address
• Sales price
• Amount to be received
• Close date

5. Upload the signed Referral Agreement into SkySlope.

6. Once the deal closes, upload the final signed Closing Disclosure (CD) into SkySlope.

Scenario 2: You're working the deal and paying another agent a referral fee

1. Create the transaction in SkySlope once the deal is under contract.

2. Use SkySlope comments to keep notes on the deal so our team can see what's happening and what's needed.

3. W-9 requirement depends on the transaction type:
• Purchase or Listing transactions: typically no W-9 needed — the referral fee is split on the CDA and paid directly by title at closing.
• Lease transactions: upload the other company's signed W-9 into SkySlope — Relive is paying this fee directly, so we need it on file to know where/how to send payment.

4. Create the deal in the Relive app, entering the gross amount of the deal.

5. Notify your Managing Broker and Finance that this deal includes an outgoing referral, so a payment can be sent to the address on the W-9 (lease deals) or so Finance can confirm the CDA split (purchase/listing deals).

6. Once the deal closes, upload the final signed Closing Disclosure (CD) into SkySlope.

Residential Referral Quick Reference