Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- 40-client referral log
- Three editable referral scripts
- Acknowledgment and actual-cost record
Files to edit, read and keep
Excel workbook
4 sheets · editable workbook
Editable Word
3-page guide · Microsoft Word
3-page guide · read or print
The previews show the delivered website files. This edition has the contents and formats described below.
One XLSX workbook with 4 sheets, plus a 3-page editable Word guide and matching PDF. Sheets: Referral tracker, Referral scripts, Acknowledgments, Instructions.
From download to ready to use
- 1Keep an unchanged master, read the included guide and work in a separate copy.
- 2Replace or remove prompts, check the resulting layout and obtain any necessary professional review before sharing.
Know exactly what you’re getting
Included
- Excel workbook · 4 sheets
- Editable Word · 3 pages
- PDF · 3 pages
Not included
- A physical product or shipping
- A Canva template
Scope and compatibility
Track permission-based introductions and actual acknowledgments. No referral reward, gift or payment is promised or authorized by the workbook. This is general planning and communication material. Actual agreements, professional decisions and applicable requirements control.
Related Resources You May Like
Agent Marketing & BusinessAgent Follow-Up System BundleFor real estate professionals$25.50
Agent Marketing & BusinessClient Communication ScriptsFor real estate professionals$13.50
Agent Marketing & BusinessOpen House Lead Capture SystemFor real estate professionals$17.50
Agent Marketing & BusinessReal Estate Coach Client Onboarding PacketFor real estate professionals$33.50