Condo-specific context
Give your client a direct connection to community-level Crystal Coast research instead of a generic search portal.

Don’t send them another search portal. Send them to someone who knows the condos—and keeps you connected to the introduction.
Refer a ClientCrystal Coast Referral 500
Each authorized introduction enters a dedicated referral workspace with the agent relationship, client goal, destination, timing, contact history, and follow-up task connected from the start.
Give your client a direct connection to community-level Crystal Coast research instead of a generic search portal.
Chuck receives the agent and client context together so the handoff begins with the right priorities.
The referral is recorded in Referral 500 with source, timing, target market, follow-up tasks, and activity history.
Chuck receives the referral immediately. The form also creates a follow-up task and records the relationship in Referral 500.
Only share contact information your client has authorized you to provide. Referral terms, compensation, and broker approvals—if applicable—should be documented separately in a written agreement reviewed by the participating professionals.