Why this matters
A practical system for building and maintaining referral relationships with agents, lenders, vendors, and past clients.
Who belongs in the referral network
- Past clients.
- Other real estate agents.
- Lenders.
- Attorneys.
- Inspectors.
- Local business owners.
How to maintain the relationship
- 1Capture the connection.
- 2Record how you met.
- 3Follow up quickly.
- 4Send useful updates.
- 5Track introductions and outcomes.
How Xealty helps
Xealty is building toward a relationship network where QR connections, referral context, and follow-up history can live together.
Explore Xealty
These links connect the guide to the product areas that support the workflow.
Frequently Asked Questions
Do realtors still need business cards?
Many agents still use physical cards, but digital cards and QR codes are easier to share, update, and connect to follow-up workflows.
What should happen after a networking scan?
The scan should create a saved connection, show clear contact details, and make it easy to follow up later with context.