What’s Your Referral Agent Personality? Take the Quiz and Find Out!

Not all referral agents are the same. Some are natural-born networkers, while others are strategists who carefully plan every connection. What kind of referral agent are you? Take our fun quiz to discover your referral agent personality and how you can use your strengths to build a thriving business with Send Realty!

What’s Your Referral Agent Personality? Take the Quiz and Find Out!

Not all referral agents are the same. Some are natural-born networkers, while others are strategists who carefully plan every connection. What kind of referral agent are you? Take our fun quiz to discover your referral agent personality and how you can use your strengths to build a thriving business with Send Realty!

1. When you meet a potential client, what’s your approach?

• A) I immediately dive into learning about their needs and goals.

• B) I take my time and get to know them personally before discussing business.

• C) I think about who in my network would be a good match right away.

• D) I focus on building trust and sharing my knowledge before suggesting a referral.
  

2. How do you prefer to follow up after making a connection?

• A) I send a personalized email outlining next steps and options.

• B) I follow up with a casual, friendly message just to check in.

• C) I connect them with the right agent quickly and follow up to ensure it’s going smoothly.

• D) I send them resources and information to help guide their decision-making process.
  

3. What’s your strongest networking skill?

• A) I’m great at staying organized and keeping track of my relationships.

• B) I’m a natural at connecting with people and making them feel comfortable.

• C) I’m a connector—I love introducing people to the right contacts.

• D) I’m an expert at providing value and sharing useful insights.
  

4. How do you manage your referral process?

• A) I use a detailed system to track every step, ensuring nothing falls through the cracks.

• B) I take a more laid-back approach, checking in when necessary but keeping things casual.

• C) I follow up closely to make sure both the agent and the client are happy.

• D) I provide ongoing advice and recommendations to make sure the client gets the best service.
  

5. What’s your favorite part about being a referral agent?

• A) I love the organization and strategy involved in building a referral network.

• B) I enjoy the flexibility and freedom to work with people I like.

• C) I thrive on connecting clients with the right agents.

• D) I love providing value and helping clients make informed decisions.

Your Results:

Mostly A’s: The Strategist

You’re organized, detail-oriented, and love to plan. As a referral agent, you use your skills to carefully map out connections and ensure every step is followed. Your clients trust you to be thorough and on top of every referral you make. Tip: Keep leveraging your strategic mind to expand your referral network efficiently!

Mostly B’s: The Connector

You’re all about relationships. Building rapport comes naturally to you, and people feel comfortable trusting you with their real estate needs. As a referral agent, your ability to connect with people on a personal level makes you an excellent matchmaker. Tip: Use your warm personality to nurture relationships and grow your referral business.

Mostly C’s: The Matchmaker

You’re the ultimate connector. You thrive on finding the perfect agent-client matches, and your network is your greatest asset. Clients love working with you because you quickly understand their needs and make spot-on referrals. Tip: Keep expanding your network to find even more great matches!

Mostly D’s: The Value Provider

You’re the expert who always has the right advice. Your clients appreciate the insights you offer, and you’re great at educating them through the referral process. As a referral agent, your knowledge and advice are your greatest tools. Tip: Continue sharing valuable resources to build trust and become the go-to expert for referrals.

What’s Your Referral Agent Personality?

Now that you know your referral agent personality, it’s time to use it to your advantage! Whether you’re a Strategist, Connector, Matchmaker, or Value Provider, your unique strengths can help you build a thriving referral business with Send Realty.

Join us today and start turning your personality into profit by connecting clients with the best agents!