Referral LoopAgreements & Signing
Send referral agreements, sign them, and change them after they're sent.
Send a referral agreementMost brokerages won't pay a referral fee without a signed referral agreement. Referral Loop fills it in from the referral, so you usually only check it and send.Use your brokerage's own agreement formIf your brokerage requires its own referral form, set it up once and reuse it on every referral.Add an agreement signed somewhere elseAlready have a signed agreement from another e-signature tool, or on paper? Keep it on the referral.Sign an agreementYou don't need a Referral Loop account to sign. Open the email that says You have a document to sign and choose Review and sign. It works on a phone, tablet or computer.Remind someone, or cancel or change an agreementReferral Loop reminds people automatically. To nudge someone now, open the referral's Documents, choose the people icon on the sent agreement to open Sent To, and choose Remind next to them. The icon appears once the agreement has been sent, and lists the people it was emailed to. Their old link stops working and they get a new one.Check that a signed agreement hasn't been changedEvery signed agreement comes with a certificate showing who signed and when. Anyone can check a PDF copy against the original, with or without an account.
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