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Going full tilt on referrals? 🤯 Genius or disaster?

Name: Going full tilt on referrals? 🤯 Genius or disaster?
Uploaded: 2025-05-26T18:31:33+00:00
Duration: 56 s
Channel: Real Estate Team OS
Description: After a year of heavy referral work, the team has sent 350 agreements to 72 agents and is drowning in logistics. They dig into automation, API…

26 May 2025 · 1 min

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After a year of heavy referral work, the team has sent 350 agreements to 72 agents and is drowning in logistics. They dig into automation, API integrations, follow-up workflows, and when to actually delegate before the whole thing collapses.

Questions this video answers

About one year.

Approximately 350 referral agreements.

About 72 different agents.

Episode 69.

Chapters

So we've only been going full tilt on referral network for a year. It's just a lot of that in the moment. How can we make this better? So from my end, I was like, okay, what can I automate? What can I tie in with APIs? Because, you know, 350 referral agreements with. I think we have 72 different agents that we've sent referrals to. We've just worked out as we can. Okay, what do we need to do to talk to our agents who are in the groups? What do we need to do to follow up on different referrals? When are we going to send that referral agreement? How are we going to communicate that? When are we going to get their broker's information? When are we going to sign an agreement? Working through all that, how is that actually going to execute on the back end? And again, Marissa's like, find good people and they'll create good work.
Learn the strategy and logistics behind a growing referral Network. On episode 69 of Real Estate, Team OS.