Zallant™Referrals, made easy.
Free guide · No sign-up
A past client sent you a friend. Now what?
Look after the friend, then thank the client. Both the same day.
A referral is the best compliment a client can give you. Here is what to do when one comes in, step by step. Each step works by hand, and says what Zallant does for you.
When a friend reaches out
Reach the friend the same day. They are reaching out because someone they trust vouched for you. A quick, warm reply matters more than a long one: thank them for getting in touch, mention who sent them, and ask one question about what they need.
With Zallant: You get an email the moment a friend uses a past client's link, and the lead shows who sent them.
Thank the client the same day, short and personal. "Thank you for sending Sam my way. It really means a lot that you would trust me with a friend." Keep it about them, and share nothing about the friend's plans or money: that is the friend's to tell.
With Zallant: Say thanks shows on your Today card, with a ready note to send from your own email or phone.
Close the loop later. Once you have helped the friend, and they are fine with it, let the client know: "I just wanted you to know I got to help Sam. Thank you again." People like to hear that their referral went well.
With Zallant: Each past client's page lists the people they sent you.
Thank with words, not rewards. A handwritten note goes a long way. Before you give any gift or money for a referral, check your state's rules and your broker's policy: referral payments are limited in many states, and RESPA may apply. A sincere thank-you is always fine.
With Zallant: Zallant's thank-you notes are words only. It never offers rewards.
Know who sent whom
You can't thank someone if you don't know they sent you a client.
- Ask every new client one question early: "Who can I thank for sending you my way?" Ask it on your intake form and again on the first call, because people forget.
- Keep one simple list: the date, the new client, who sent them, how it went, and when you said thanks.
- Look at it once a month. Often a handful of past clients send most of your referrals. Those are the people to thank and stay close to.
Keep the list in our free referral tracker: it stays on your device. With Zallant, every past client gets their own referral link, so each lead shows who sent it without asking.
Other questions agents ask
- How do I follow up with open house visitors? Open house follow-up guide
- How do I get clients to leave reviews? Get more reviews and referrals in 5 steps
- How do I stay in touch without being annoying? Stay in touch after closing
- Where do I keep the list? Free referral tracker
Written by the Zallant™ team.
Zallant™ · Referrals, made easy.
Never miss a thank-you.
Every past client gets their own link, you hear the moment a friend uses it, and Say thanks waits on your Today card.
- One QR, no clipboard. Visitors scan it and sign in on their own phone. No handwriting to read.
- An email in seconds. You hear the moment someone signs in, with who sent them. They get a thank-you in your name.
- Follow-up done for you. A day 2 call reminder and a day 7 email, so nobody slips through.
- Referrals you can see. Happy clients get their own link to send friends, and their reviews show on your page with the date.
$24 a month · 30 days free · Just you or your team
Start your 30-day free trial at zallant.com