KELSEY-STRATCOA Email Marketing -

Commercial Referral Form

Share a few details about your referral and the opportunity. Our team will review the information and determine next steps. If additional details are needed, we will reach out to you. We reserve the right to reach out to the client to obtain any necessary preliminary information; by submitting this form, you consent to this possibility. If this is a fit, we will reach out directly to the client and provide you with periodic updates as the transaction proceeds. Referral fees are paid post-close on any transaction.

First Name *

Last Name

Email *

Phone *

Brokerage/FIrm *

State(s) You Are Licensed In *

Years in Real Estate *

Your Relationship to the Client *

Primary Agent

Past Agent

Friend/Family Connection

Other

Client Full Name *

Client Email *

Client Phone Number *

Preferred Method of Contact *

What type of opportunity is this? *

Purchase/Acquisition

Sale

Lease (Tenant Rep)

Lease (Landlord Rep)

Consulting Only

Not Sure Yet

Estimated Budget or Price Range *

Location or Market(s) of Interest *

Share any helpful context— transaction type (investment, business purposes, etc.), property use or criteria (medical, church, 10-unit apartment complex, etc.), timeline, goals, specific needs, financial considerations, or anything else that supports

I understand that standard referral compensation for commercial transactions will be outlined and confirmed in writing before client engagement.

I Agree *

By submitting this form and signing up for texts, you consent to receive marketing text messages (e.g. promos, cart reminders) from [Your Company Name] at the number provided. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP.