Referral management for estate agents

Referral Management for Estate Agents

For estate agents, referrals to mortgage brokers, solicitors, and surveyors represent a significant revenue opportunity — but also a responsibility to clients. Managing these introductions professionally ensures clients receive quality service while creating commercial value for your agency.

Compliance

Property Ombudsman requirements, client protection

Opportunities

Estate agencies that professionalise their referral approach unlock significant value:

• Maximise ancillary revenue: Track and optimise referrals to mortgage brokers, conveyancers, and other service providers
• Ensure client satisfaction: Monitor the quality of service your clients receive from referral partners
• Build reciprocal relationships: Create two-way referral partnerships with solicitors and financial advisers
• Maintain compliance: Document all referrals properly for Property Ombudsman requirements
• Track conversion rates: See which referral partners convert the most business and deliver the best client experience

Common Pain Points

• Scattered introductions: Referrals happen over email with no central record — you can't see what's been sent, to whom, or what happened next
• Compliance risk: Property Ombudsman requirements, client protection — it's hard to prove you're doing it right without a proper system
• No visibility of value: You're making introductions that generate revenue for partners, but you can't track the commercial value or prove ROI
• Relationship leakage: Good relationships go cold because there's no systematic follow-up or visibility
• Fee-sharing complexity: Managing commissions and splits manually leads to errors and disputes

Key Referral Partners

• Mortgage brokers
• Conveyancing solicitors
• Surveyors
• Removal companies
• Interior designers