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?The process is fast and easy. All you have to do is fill out our easy-to-understand questionnaire. Referral Agreement (Broker to Broker) – This new form is a referral agreement between two brokerages. First and foremost, the Referral Agreement form is NOT a mandatory form. Want to get started with the easiest way to capture, nurture and close real estate transactions? Refer a Client to Rize PM. Fill out the form to send a customer to us. Before engaging in the capacity of a lawyer referral consultant, a person must register with the Utah Division of Consumer Protection. Fill out and complete the ICA and payment authorization form ️. 4.