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Referral Agreement

Create a referral agreement that sets what counts as a qualified referral, flat or percentage referral fees, and when fees are paid. Preview first.

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What this document does

An agreement under which a person or business introduces potential customers to a company in exchange for a referral fee, covering what counts as a qualified referral, how referrals are registered, flat or percentage fees, when fees are paid, the referral partner's conduct and lack of authority, referrals for which no fee can be paid, and fees owed after the agreement ends.

What it covers

  • Parties
  • The Referral Arrangement
  • Term
  • Referral Fees and Payment
  • Conduct and Authority
  • Restricted Referrals and Limits
  • Ending the Agreement
  • Additional Terms
  • General Provisions

A template you fill in yourself from your own answers. LeaseCraft is not a law firm and does not give legal advice; for advice about your situation, talk to a lawyer.

How it works

1

Answer the questions

Plain-language questions about the people, dates and terms.

2

Preview it free

Read the document built from your answers and change anything before you download.

3

Download PDF and Word

Included with LeaseCraft Annual ($19.99/year).

Questions about the Referral Agreement

It sets out what the company sells, what counts as a qualified referral, how the referral partner registers a referral, how the referral fee is calculated and when it is paid, how the partner may promote the company, and what fees are still owed after the agreement ends.

Yes. Choose a flat fee for each qualified referral, a percentage of the customer's first payment, or a percentage of what the company receives from the customer during its first months, with an optional cap per referral.

The agreement uses a first-to-register approach. The fee goes to the person who registered the customer first, and a customer the company already knew about does not count as a new referral.

Not always. Some licensed professions and regulated industries limit or prohibit paying for referrals. The agreement says no fee is payable where applicable law does not allow it, and each side remains responsible for checking the rules that apply to it.

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