Key takeaways
- Good referral scripts are short, specific and sound like you — use them as a starting point, not word for word.
- Ask for referrals at natural moments: closing, move-in, a thank-you and home anniversaries.
- When you receive a referral, open by naming who referred the client and confirm their timeline.
- Always follow up and say thank you, whether or not the referral closes.
Real estate referral scripts give new agents simple, natural wording for asking clients and friends for referrals, introducing yourself to other agents and making the first call to a referred client. Below are 12 scripts you can adapt for calls, texts and emails.
Scripts to ask your sphere for referrals
1. Announcing your license
“Hi [Name], I wanted you to hear it from me: I’m now a licensed real estate agent with [Brokerage]. If you or anyone you know is thinking about buying or selling this year, I’d love to help — and I’ll take great care of them.”
2. The monthly check-in
“Hi [Name], I just put together a quick update on home values in [Neighborhood]. Want me to send it over? And if anyone you know is thinking of moving, I’m happy to answer questions.”
3. The specific ask
“Who’s the one person you know who has talked about moving in the next year? I’d love an introduction.”
Scripts to ask clients for referrals
4. At closing
“It’s been a pleasure helping you find this home. Most of my business comes from introductions, so if a friend or coworker mentions buying or selling, I’d be grateful if you passed along my name.”
5. After a thank-you
“Thank you — that means a lot. The best compliment you can give me is introducing me to someone who needs help like you did.”
6. Home anniversary
“Happy one-year home anniversary! Here’s an updated value estimate for your home. Know anyone who’s thinking about making a move?”
Scripts for agent-to-agent referrals
7. Introducing yourself to an out-of-area agent
“Hi [Name], I’m [Your name] with [Brokerage] in [City]. A lot of buyers here are moving from [Their city]. I’d like to be your go-to agent for anyone moving to [City], and I’d be glad to send my clients heading your way to you. Open to a quick call?”
8. Sending a referral
“Hi [Agent], I have a buyer, [Client], relocating to your area in about three months, pre-approved around $450,000. I’d like to refer them to you at a 25% referral fee. If that works, I’ll send our referral agreement for your broker to sign.”
Always use a signed referral agreement before introducing the client. See agent-to-agent referrals for more.
Scripts for calling a referred client
9. The first call
“Hi [Client], this is [Your name] with [Brokerage]. [Referrer] mentioned you’re thinking about buying in [Area] and asked me to reach out. Is now a good time for a few quick questions about what you’re looking for?”
10. Voicemail and text
“Hi [Client], it’s [Your name] — [Referrer] connected us about your move to [Area]. I’ll text you my number. When’s a good time to chat?”
11. When you’re asked about experience
“I’m newer to the business, which means you get my full attention and fast responses. I also work closely with [Broker/Team], so you have years of experience behind every step.”
12. Updating the referring agent
“Quick update on [Client]: we toured four homes Saturday and they’re writing an offer on one tonight. I’ll keep you posted. Thanks again for the introduction!”
Tips for using scripts
- Practice out loud until it sounds like your own voice.
- Keep texts under three sentences.
- Log every conversation in your CRM.
- Follow your state’s and brokerage’s rules on gifts and referral fees.
For more ways to grow, read real estate referrals for new agents and 12 ways to get real estate referrals.
PropReferrals
Practice your scripts on verified referrals
PropReferrals sends buyers and sellers who are ready to talk, in the zip codes you choose.
Frequently asked questions
What is the best way to ask for a real estate referral?
Be specific and ask at natural moments, such as closing or when a client thanks you: “Who do you know who has talked about moving this year?”
How do I introduce myself to a referred client?
Name the person who referred them, say why you are calling and ask a few questions about their timeline and needs.
Should new agents tell clients they are new?
Be honest, then focus on your availability, responsiveness and the support of your broker or team.
How quickly should I call a referred client?
Within five minutes if you can. Referred clients are warm, but they often talk to more than one agent.
Sources: REALTOR® Magazine, “How to get more referrals from agents.” General information only, not legal, tax or financial advice.
Real estate referral scripts: key takeaways
Real estate referral scripts work best when they are short, personal and followed by a clear next step. To stay compliant when you discuss referral fees, check your state’s rules and review the National Association of Realtors Code of Ethics.