Fully complete all the fields in the Agreement as follows: a. On page 1, in the Agreement title, enter the legal name of your agency. b.Learn how to draft a Referral Agreement that rewards referrals and protects your business. Bystep guide with practical tips. A bookkeeping client intake form is a questionnaire that your customers fill when they want your services for the first time. Seamlessly refer your real estate clients to other professionals. Drag and drop to create. A consulting referral fee (also known as a "finder's fee", but I don't use that term) is a fee you pay someone who refers a consulting client to you. Is this property for the client's personal use, or is it intended as an investment? Does this client own other real property in the destination country?