Real Estate Agent Referral Form Template for Germany

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Key Requirements PROMPT example:

Real Estate Agent Referral Form

"I need a Real Estate Agent Referral Form for my Munich-based agency to establish a referral partnership with a Frankfurt agency, specifically for luxury residential properties with a 25% referral commission structure and GDPR compliance requirements."

Document background
The Real Estate Agent Referral Form is essential for professional real estate agents operating in Germany who wish to formalize referral arrangements with other agents or agencies. This document is particularly important in the German market where real estate transactions are highly regulated and commission structures are subject to specific legal requirements. The form ensures compliance with German real estate regulations, including the Real Estate Agent and Property Developer Ordinance (MaBV), the German Civil Code (BGB), and data protection laws (GDPR). It typically includes detailed provisions for commission splitting, client handover procedures, data protection measures, and professional obligations of both parties. This document is commonly used when an agent cannot directly serve a client due to geographical limitations, property specialization, or capacity constraints, and needs to refer the client to another qualified professional.
Suggested Sections

1. Parties: Identification of the referring agent, receiving agent, and their respective business details including licenses

2. Background: Brief context of the referral arrangement and the purpose of the agreement

3. Definitions: Key terms used in the agreement including 'Referral', 'Commission', 'Client', and 'Property Transaction'

4. Referral Terms: Details of the referral arrangement, including the specific client(s) being referred and any property specifications

5. Commission Structure: Clear outline of the referral fee or commission split, payment terms, and conditions for commission eligibility

6. Obligations of the Referring Agent: Responsibilities of the referring agent, including proper client handover and information sharing

7. Obligations of the Receiving Agent: Duties of the receiving agent, including client service standards and reporting requirements

8. Term and Termination: Duration of the referral arrangement and conditions for termination

9. Data Protection: GDPR compliance measures and data handling procedures

10. Governing Law: Specification of German law as governing law and jurisdiction

Optional Sections

1. Exclusivity: Optional clause specifying whether the referral arrangement is exclusive or non-exclusive

2. International Payments: Include when parties are in different countries, specifying currency and payment methods

3. Dispute Resolution: Optional mediation or arbitration procedures before court proceedings

4. Non-Solicitation: Protection against direct client solicitation, used in ongoing referral relationships

5. Marketing and Branding: Guidelines for using each other's brands and marketing materials, relevant for larger agencies

6. Anti-Money Laundering Compliance: Detailed AML procedures when dealing with high-value transactions or international clients

Suggested Schedules

1. Schedule 1: Commission Structure: Detailed breakdown of commission calculations and payment scenarios

2. Schedule 2: Referred Client Details: Specific information about the referred client(s) and their requirements

3. Schedule 3: Required Documentation: List of necessary documents for proper client handover

4. Appendix A: Data Processing Agreement: GDPR-compliant data processing terms and procedures

5. Appendix B: Agent Licensing Information: Copies or details of relevant real estate agent licenses and certifications

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries

Residential Real Estate

Commercial Real Estate

Industrial Real Estate

Retail Real Estate

Luxury Real Estate

Property Development

Property Management

Real Estate Investment

Relevant Teams

Legal

Compliance

Real Estate Sales

Business Development

Client Relations

Contracts Administration

Property Management

Operations

Finance

Risk Management

Relevant Roles

Real Estate Agent

Real Estate Broker

Property Consultant

Real Estate Manager

Business Development Manager

Compliance Officer

Legal Counsel

Contract Manager

Real Estate Partner

Branch Manager

Sales Director

Managing Director

Referral Coordinator

Client Relations Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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