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Is Becoming a Referral Agent the Right Fit for You? Take This Quiz to Find Out!

  • Writer: Amanda Thomas
    Amanda Thomas
  • Oct 20, 2024
  • 3 min read

Are you thinking about becoming a referral agent but not sure if it’s the right move for you? Don’t worry—we’ve got you covered! At Send Realty, we know that every real estate agent has different strengths, goals, and preferences. Take our fun, 7-question quiz to see if being a referral agent is your perfect fit!


1. How do you feel about networking?

  • A) I love meeting new people and making connections.

  • B) I’m not a huge fan, but I’m willing to do it.

  • C) I avoid it whenever possible.

2. What does your current schedule look like?

  • A) I have a lot of flexibility and control over my time.

  • B) My schedule is busy, but I could carve out time for networking and referrals.

  • C) I’m already maxed out with no time to spare.

3. Are you comfortable delegating tasks and letting others handle the details?

  • A) Absolutely. I’m great at referring people to experts.

  • B) I like being hands-on but can delegate when needed.

  • C) I prefer to be involved in every aspect of the process.

4. How do you feel about active real estate practice?

  • A) I’m ready to step back from the grind but still want to stay involved in real estate.

  • B) I enjoy real estate, but the demands are a lot. I’m looking for a lighter option.

  • C) I love being in the thick of deals and want to be hands-on with clients.

5. What is your main goal in real estate right now?

  • A) I want to earn passive income and focus on building my network.

  • B) I want to scale back but still earn money through real estate.

  • C) I’m focused on growing my business as a full-time agent.

6. Do you enjoy building relationships and staying connected over time?

  • A) Yes! Relationship-building is my strong suit.

  • B) I’m good at maintaining connections when I need to.

  • C) Not really—I prefer short, transactional relationships.

7. How do you feel about creating referral matches for clients and agents?

  • A) I love the idea of being the connector and helping people find the best match.

  • B) I think I could get into it, but I need more guidance.

  • C) I’d rather manage the entire process myself from start to finish.

Your Results:

Mostly A's: You’re a Referral Rock Star!

Congrats! It looks like being a referral agent is the perfect fit for you. You love networking, building relationships, and connecting people with the right professionals. At Send Realty, we’ll help you turn those strengths into a thriving referral business. Ready to get started? Join us today!

Mostly B's: You’re Almost There!

You’re leaning toward the referral agent life, and with a little more flexibility and focus, you’d be a natural. You enjoy real estate but want to lighten your load—and referral work could be just what you’re looking for. Let’s talk about how you can build a successful referral business with Send Realty!

Mostly C's: You’re All About Hands-On Real Estate

It sounds like you love being in the thick of real estate transactions and might not be ready to step back into a referral-only role just yet. That’s okay! If you ever decide you want to scale back or need a more flexible career option, Send Realty will be here to help you make that transition.

 
 
 

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