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Broker Referrals

What is Broker Referrals?

Referrals across markets and specialties are common in commercial real estate. By positioning yourself as the trusted local expert, you attract inbound opportunities from brokers who don’t specialize in CRE, expanding your pipeline without competing for the same clients.

The Right Audience

Residential agents, generalists, out-of-area brokers, and national franchise agents who may encounter CRE leads outside their expertise. These partners look for trusted specialists to ensure their clients are well served. Manually Built List – Brokers & Agents

The Right Message

Keep your messaging collaborative and non-competitive. Position yourself as a local CRE partner who strengthens their client relationships. Offer protection of the referral and updates that keep the referring agent confident in the partnership.

Key Themes

Position as the local CRE referral expert
Reinforce that you protect client relationships
Build long-term, mutual trust with brokers

Calls to Action

Connect to set up referral partnership
Share your local CRE expertise
Let’s collaborate on future deals

Browse Broker Referrals Templates in our Marketplace

Example Templates

Outreach Channels

Email and phone outreach are best for initial introductions. Networking events and local boards expand your visibility|while direct mail can reinforce credibility with residential and out-of-area agents.

Recommended

Email Marketing
Phone Outreach

supporting

Networking Events
Direct Mail

Measuring Success

Track new broker relationships created, referrals received, and deals closed from these introductions. Evaluate how many referral partners become consistent, repeat sources of CRE opportunities.