Skip to main content
Pricing
Try it Free

Partner Referrals

What is Partner Referrals?

CPAs, estate attorneys, and commercial lenders often advise clients who own property. Building relationships with these trusted professionals positions you as their go-to referral when clients need CRE expertise, giving you early access to opportunities.

The Right Audience

Professionals who serve commercial owners in finance, law, and tax planning. Especially valuable with CPAs handling capital gains, attorneys guiding estate or succession, and lenders working on refinance or acquisition. Manually Built List – Professional Contacts

The Right Message

Approach with a collaborative, professional tone. Position yourself as a resource who makes them look good to their clients, not as a salesperson. Offer insights, content, or co-branded resources that strengthen their client relationships while opening the door for referrals.

Key Themes

Collaboration to better serve clients
Providing CRE insights that advisors can share
Positioning as trusted referral partner

Calls to Action

Let’s schedule a strategy session together
Share a co-branded market update with clients
Explore how I can support your client needs

Browse Partner Referrals Templates in our Marketplace

Example Templates

Outreach Channels

Email and phone outreach work best for initiating contact. Follow up with in-person meetings to establish credibility|and share market reports or co-branded content to maintain visibility.

Recommended

Email Marketing
Phone Outreach

supporting

In-Person Meetings
Direct Mail

Measuring Success

Track new relationships, number of referrals generated, and deals closed from advisor introductions. Maintain a quarterly follow-up cadence to keep partnerships active and productive.