Use your brokerage's own agreement form

If your brokerage requires its own referral form, set it up once and reuse it on every referral.

1. Go to Settings → Referrals & Documents, and in Forms choose Upload Agreement.
2. Name the form and choose the PDF (up to 10 MB), then Continue.
3. Place the boxes: where each detail goes and where each person signs. Suggest fields does most of this for you.
4. Choose Save form. To use it by default, choose Make Default.

Next time you choose New Agreement, your form is ready to pick.