Clarify the assignment
Identify the location, property type, objective, and timeframe. Use your own contact details in the first inquiry.
Professional introductions
Your relationship.
A considered handoff.
For brokers, attorneys, lenders, CPAs, estate planners, and relocation professionals: discuss the assignment and the right way to introduce a client before sharing their information.
Agree on the handoff
Discuss the client’s permission, communication preferences, professional roles, and the information needed.
Confirm arrangements
Representation, referral arrangements where permitted, and updates are confirmed separately in the appropriate written agreements. No fee is promised by this page.
Begin the
professional conversation.
Please identify your role and the broad assignment in the message. Leave out client names, personal details, and confidential documents at this stage.