Back to Getting Started

Sending Direct Referrals
‍in Handshake

‍Sending Referrals Directly to Other Handshake Members

If you’re ready to send a referral directly to a trusted partner in the Handshake app, you’re in the right place! Whether you’re already familiar with our matching tools or looking to connect with someone you know, this guide will walk you through the process step-by-step.

Why Send a Direct Referral?

Every time you initiate or complete a Handshake, your profile score increases. This boosts your visibility and the likelihood of receiving future referrals in your city. Even if you regularly work with a specific referral partner, sending referrals directly through Handshake helps improve both your profile rankings.

Locate Your Preferred Partner

  • From the Home screen, click "Members" and search for an agent by name or the city where they do business. Click "View More" to view their profile.
    • Select Members from Home Screen

    Send a Direct Handshake

  • On the Agent's profile screen, select "Send a Handshake" to start the process of sending a direct referral.
    • Send a Handshake agent profile

    Submit Your Handshake Info

  • Proceed through the usual Handshake process. Select whether your referral will be buying, selling, or both.
    • Select whether referral will be buying or selling

    Select the Location

    Type in the city name where your referral needs assistance.

    Select location

    Provide Additional Details

  • On the Additional Information screen, you can enter details about your referral fee, your client's timeline to move, estimated budget, and any notes about your client's preferences or reasons for buying or selling.
    • Add additional information

    Provide Contact Information

  • Unlike Best Match and Best Three – where you can withhold customer contact information until you've screened and agreed to work with a matched agent – direct referrals include the customer contact information upfront. We presume that if you're sending a referral directly to an agent, you're familiar with them, and there's no need to withhold customer contact information.
    • Provide contact information

    Referral Agent Receives Notification

  • When you submit the direct Handshake referral request, the referral agent will receive a notification in their app that you've sent them a Handshake opportunity.
    • Handshake notification

    Agent Can View More Information

  • The referral agent can then view more information about your Handshake request, and accept or decline the Handshake.
    • Accept or Decline Referral Agent

  • Sending direct referrals not only helps you connect with agents you know but also strengthens your standing in the Handshake network. For tips on optimizing your profile and getting even more referrals, check out our article ‘Optimizing Your Profile to Get More Handshakes.’

    Happy Handshaking!

    Logo
    Home
    Services
    Features
    Testimonials
    Pricing
    Blog
    © 2024 Handshake. All rights reserved.
    TermsPrivacyGetting Started