After hearing about the pain points around referral management, it became clear that Keller Williams and its agents could design a better experience. So in September, a Lab was born, containing over 225 teams with a collective $50 billion in volume. Over the course of four months, a new agent-to-agent system was created. Since it’s debut at Family Reunion 2018, over 800,000 agent-to-agent connections have been made across 149,000 unique agents and over 4,000 referrals have been sent.

Listen as Keller Williams CIO, Josh Team, covers the ins and outs of Referrals and offers insights on how to build your network while managing and tracking referrals with ease.

Key Features:

  • Search: Identify agents based on specialization, location, production, or membership, and add them to your referral network using Kelle or KWConnect. Need someone skilled in luxury or land? Search by membership. Need someone who is high-producing? Search for an agent in Mastery Coaching.
  • Send: Send referrals to trusted agents in your network, setting rates, expiration dates and other conditions.
  • Receive: Allow your track record and expertise to speak for itself. With Referrals, you can search KWConnect and select qualified agents to add to your network. Make sure your KWConnect profile is up to snuff so that you are putting your best foot forward!
  • Track Referrals: You won’t be left in the dark once you’ve sent out a referral. Manage your referrals easily through KWConnect or Kelle, so you can connect clients with agents, negotiate deals, and track transactions – anytime, anywhere.

Don’t leave money at the table!

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