Real estate

How do real estate agents find referral partners and investors?

Look for the professionals who meet people right before a move, such as estate planning lawyers, relocation managers, divorce attorneys and lenders, and for investors who already own rental or investment property near you. Reach out with a specific, useful reason, and keep a short list you work every week.

Real estateHow agents find referral partners and investorsJohnny Hartsfield with Leada

Why referral partners and investors

A homeowner decides to sell once every several years. A relocation manager, an estate planning lawyer or a small landlord sees that moment again and again. One good referral partner can send business again and again, and an investor who owns rentals buys and sells more often than a typical homeowner.

Who does this work every week
LeadaYour AI prospecting teammateFinds who to call this week and what to say first.Built for law firms, property managers, real estate, B2B agencies, and more

Who meets your future clients first

  • Estate planning and probate lawyers. Families settling an estate often need to sell a house.
  • Family law attorneys and mediators. A divorce frequently means one or two moves.
  • Relocation managers at local employers. New hires need a place to live, fast.
  • Lenders, accountants and financial advisors. They see who is ready to buy or sell before anyone else.
  • Property managers. They know which owners are tired of being landlords.

How to find investors near you

County property records show who owns each property and where the tax bill goes. A mailing address in another city or state often means a rental. Owners who hold several properties, often in a limited liability company, are usually investors. Cities that publish rental registration lists show which properties are rentals and how many units each has.

Give them a reason to talk to you

Open with something useful to them, then say who you are. To an estate planning lawyer: "Families you help often ask what the house is worth before probate is done. I put together a one-page guide to selling during probate in our county; happy to send it." To an investor: a short note on what similar rentals near theirs sold for this year.

Work a short list every week

Ten names with a clear reason beat a hundred with none. Note where you found each name and each reason, mark who replies, and over a few weeks you will see which partners and which kinds of investors are worth your time.

Written by Johnny Hartsfield, coach at Elevate Strategies, with Leada, AI prospecting teammate.

Try Leada on one job this week. Start free for 30 days.

How to hire your first teammate

Pick a teammate and start at Level 2, free for 30 days. Add a card at signup; nothing is charged until day 31. A short intake tells it about your business, and the first delivery arrives within 48 hours.

Not sure which teammate fits? Talk to a coach