✅ Step-by-Step Process:

Get the Referral Agreement Signed

Before anything else, secure a signed referral agreement with the receiving agent or their brokerage.

Make sure all terms are clearly outlined, including the referral fee percentage or flat amount, and timeframe.

Create a Transaction in SkySlope

Log in to SkySlope and click "Create Transaction."

Transaction Type

Select “Referral” as the transaction type.

Representation Type

Choose “Referral” as the representation type.

Sales Price Field

Enter the referral fee amount (what you're expecting to receive) in the Sales Price field.
(Example: If the referral fee is $2,000, enter 2000.)

⚠️ SkySlope Tips:

You will not have full transaction details.
This is expected — you may not have a property address, client email, or buyer/seller details.

If a required field cannot be filled, use:

N/A

0

Or placeholder info like NA@gmail.com
This will bypass the field so you can move forward.

📧 Final Step: Email the Office at Closing

Once you confirm the referred transaction has closed and payment has been issued, send a quick email to:

📬 [Your office’s closing email address]
Subject Line: Referral Expected – 123 Main St. from ABC Realty

This ensures the office is aware of the incoming funds and can track and process them promptly.

📌 Reminder: Entering outbound referrals in SkySlope and notifying the office helps ensure you get paid and keeps our compliance on point!

Questions? Reach out to your Broker-in-Charge or the admin team — we’re here to help.