Fill out the form below and we will be in touch. Qualification Process.Referral Partner shall submit leads to Xactly for each Prospective End Customer through the online form on the "Refer a Client" webpage. This is a quick tutorial on how to write a referral agreement. Any Customer that desires to participate in the Customer Referral Program must accept these terms and complete their own enrollment form. The easiest, most common way to create a referral fee agreement is to either use an existing one or create your own. On this page below is a list of LOCAL forms that can be completed online and then printed. The form you need may be in this list. Any Customer that desires to participate in the Customer Referral Program must accept these terms and complete their own enrollment form. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.