Real Estate Referral Partner Worksheet

Use the provided worksheet to get started identifying who to reach out to.

When seeking referral partners for your real estate business, you want to find business owners who routinely serve the same clients but don’t compete with you for those clients

To identify these businesses, consider who homeowners most often work with. Reflect on the types of questions clients frequently ask you, and then identify which professionals have the answers and can provide needed help.


  • Printable PDF File
    Print out and fill in the provided worksheet to get started identifying referral partnerships to reach out to.

About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more