(And a Free Checklist to Track Them Like a Boss)
Agent-to-agent referrals are one of the best—and most overlooked—ways to grow your real estate business with high-quality, high-converting leads. Unlike cold online leads, referrals come with built-in trust, making them easier to close.
But here’s the truth: Most agents and Ops Bosses® don’t have a reliable system to generate, track, and convert agent-to-agent referrals. And that means they’re leaving money on the table.
Want in on one of the easiest ways to grow your business? Be just as intentional with your referral partners as you are with your past clients.
Here are five proven strategies to generate more agent referrals—plus a free checklist to make sure none of them fall through the cracks.
1. Host a Monthly Mastermind for Agents in Other Markets
If you want to stay top-of-mind with agents across the country, be the one who brings them value.
Hosting a monthly Zoom mastermind positions you as the go-to referral partner in your market. It builds trust, deepens relationships, and makes you memorable.
Here’s how:
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Choose a timely topic like “Getting Price Changes From Sellers” or “Best Scripts for Tough Conversations.”
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Invite a guest speaker outside of real estate (think: negotiation or customer experience expert).
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Feature agents on panels—especially ones you want to build a referral relationship with.
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Keep it high-energy, collaborative, and actionable.
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Send a follow-up message to every attendee afterward.
💡 Pro Tip: Post your top takeaways on social and tag attendees to keep the energy—and your visibility—high.
2. Build a Referral Touch Plan
Most agents have a system for past clients—but what about agents who send you business?
Treat your referral partners like VIPs with a consistent, thoughtful touch plan:
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Send a quarterly newsletter with agent-specific value (think: hiring tips, event ideas, or scripts).
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Check in regularly by call, text, or video message.
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Engage with their wins on social media.
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Send personal gifts or handwritten notes when they refer you a client.
🎯 Goal: Stay so top-of-mind that when they have a client moving to your city, you’re the only one they think of.
💡 Bonus Tip: Add a “Referral Partner Spotlight” to your newsletter. Everyone loves being recognized!
3. Be a Guest Speaker at Other Teams’ Meetings
You’re an expert—so use your knowledge to earn referrals.
Offer to speak at team meetings in markets you want referrals from. (Or have your DOO seek opportunities for you.) Many teams are hungry for great training content and will welcome your insights.
🔥 Popular Topics:
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“How to Get More Referrals from Your Sphere”
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“Show Fewer Homes, Close More Deals”
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“Winning in Any Market”
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“Social Media Strategies That Actually Work”
💡 Bonus Tip: Record your trainings and create a video library you can share on social media, and with potential partners in your newsletter.
4. Create a Private Facebook Group for Agent Referrals
Want to attract more referrals instead of chasing them? Build a private agent referral group where agents can collaborate, mastermind, and naturally send each other business.
🚀 Tips for Success:
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Name it clearly (e.g., “Top Agents Referral Network” or tie it to your Mastermind brand).
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Invite high-performing agents from different markets who align with your values.
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Post content that helps agents: scripts, event ideas, pop-by strategies.
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Celebrate every referral win.
💡 Bonus Tip: Post a monthly leaderboard with referral shout-outs—it builds momentum and friendly competition!
5. Network With Purpose at Real Estate Conferences
Referrals don’t happen by accident—they happen through authentic relationships.
Events like KW Family Reunion, Inman Connect, Tom Ferry Summit, or eXpCon are goldmines for referral connections—if you’re intentional.
🎯 How to maximize it:
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Research where inbound movers are coming from and target agents in those areas.
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Host a small happy hour or dinner during the event.
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Collect contact info and immediately add them to your referral touch plan.
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Follow up with a personal message (and selfie!) post-event.
💡 Bonus Tip: Post your conference photos with agent shout-outs—instant social proof and visibility!
Bonus: Track Referrals Like a Boss
Even if you’re generating referrals, you’re not winning if you’re not tracking them.
Here’s a system we swear by:
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Set up a JotForm for incoming and outgoing referrals.
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Each time a referral is sent or received, your team fills it out.
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The form auto-generates a referral agreement ready for signatures.
And once you’ve closed?
📝 Ask your referral partner for a Google review. (Want more ways to get reviews? We’ve got tips on our blog for that too!)
Want to Make It Easy?
You don’t need to reinvent the wheel. We created a free checklist that helps you track your agent-to-agent referrals from start to finish—so you can stay organized, follow up like a pro, and close more deals.
👇 Download our FREE “Checklist for Incoming Agent Referrals” now!