Closing Form Referral Questions
Including questions about the cooperating agent on the transaction form a strategic move because it:
Identifies talent—helping you spot high-producing agents who might be great additions to your office.
Builds relationships—opening doors for future collaborations and recruiting opportunities.
Evaluates business—providing insights into the cooperating agent’s work style and professionalism.
Expands network—broadening your connections within the industry, increasing your pool of potential recruits.
Gathers feedback—helping to improve your processes and standards, making your office more attractive.
Suggested Co-op agent evaluation questions
Was this a smooth transaction?
Did you enjoy working with this agent?
Do you think they would be a great fit for the office? If so, why?
Have you talked to them about our office? If so, what did you say?
You are free to use the recommended best practices in these materials for your consideration. These scripts are not intended to be used verbatim, and they should always be modified for accuracy.
If you choose to make contact by phone or text (i) check phone numbers against the federal DNC registry, any applicable state DNC list and your company DNC list (ii) do NOT use autodialers and (iii) do NOT use artificial voice or pre-recorded messages, this includes those you haven't spoken to in a while. Emails must follow the rules. Emails must be clear it is a solicitation and provide the consumer with an opt-out. Also, before calling or texting referrals, those numbers need to be checked against all applicable DNC lists. Get prior, express, written consent before texting or using artificial or prerecorded messages.