We encourage business partners, affiliates, and current/past clients to help us connect with new clients. We provide a comprehensive transaction management system with forms, tools, and SOPs so you can work with us at any level of involvement.
You earn a share of the final commission at settlement, based on your degree of assistance with the transaction.
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Use this form to refer any buyer or seller lead to CRE Resources:
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We offer six levels of involvement — from a simple name-and-intro referral to full deal partnership. Choose the level that fits your capacity.
| Level | Role | What You Provide | Commission | Payment |
|---|---|---|---|---|
| 1 | Lead Referral | Client name, contact info, introduction call or email | 5% | At settlement |
| 2 | Referral Agent | Client profile completion, NDA agreement, client portal input | 10% | At settlement |
| 3 | Marketing Agent | Lead/prospect list generation and contact, buyer qualification profile | 20% | At settlement |
| 4 | Affiliate | Collecting financials, key documents, asset inventory, photos, videos, lease, contracts, buyer offer to purchase | 30% | At settlement |
| 5 | Project Affiliate | Business metrics workbook, listing & marketing, business description, buyer screening, meeting coordination, settlement coordination | 40% | At settlement |
| 6 | Deal Partner | Full deal partnership — co-managing the entire selling and buying process (split of remaining commission after other referral fees) | 50% | At settlement |
At every level, you'll have access to appropriate CRE Resources tools and systems: