CRE Referral Form - Julie Smith
Commercial Real Estate Referral Form | Julie Smith, Director | KW Commercial Coppell
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Email *
Agent Name *
First and Last name of Agent making the referral
Agent Phone *
Agent making the referral
Prospect Name *
Name of the prospect being referred
Prospect Phone *
Prospect Email *
How do you know this Prospect? *
Is the Prospect your past client? *
If Yes:  Tell me about your transaction(s) with them
Timeframe? *
When does the Prospect anticipate needing to be in their new space?
Type of Transaction *
Type of Property *
Property Type Details and Description *
(include more information about the type of property)
What is the Use? *
Address of Subject Property?
If known
Location to sell, purchase or lease?
Desired area
Does the Prospect currently own or lease commercial property? *
If Yes:  What type of commercial property do they own?
Is this an investment property, or do they use this in relation to their business? *
An investment property being something they rent out to others, like an office tower might have five tenants, none being the owner, however a doctor could operate their practice in a building they own.
Additional Information for the Prospect or Transaction
Any other information that we should know
A copy of your responses will be emailed to the address you provided.
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