How to Apply and Get Invited

Quick Answer

The Real Estate Referral Program is invitation-only and requires either submitting an application through Heritage Web or being contacted directly when a lead matches your area with no existing agent coverage. This selective program focuses on building long-term relationships with proven agents who can deliver excellent service.

Overview

Unlike the self-service paid referral system, the commission-based Real Estate Program carefully vets each agent to ensure quality service across the network. The selective nature maintains high conversion rates and client satisfaction while building trust through proven performance.

Ways to Enter the Program

Path 1: Direct Application

Contact Heritage Web
- Email request to [email protected]
- Express interest in commission-based program
- Include your basic information and markets
Submit Application Materials
- Real estate license number and state
- Years of experience
- Primary service areas
- Property type expertise (residential/commercial)
- Language capabilities
- Professional references
Initial Review
- Heritage Web verifies license status
- Reviews experience and markets
- Checks for geographic needs
- Evaluates fit with program

Path 2: Direct Recruitment

You may be contacted when:

A lead comes in for your specific area
No existing agents cover that market
Your profile matches client needs
Heritage Web identifies coverage gaps

Step-by-Step Application Process

Step 1: Express Interest

Send initial email to Heritage Web including:

Full name and contact information
Current brokerage affiliation
Licensed states and years active
Why you're interested in the program

Step 2: Complete Application

Provide detailed information:

Licensing: All active license numbers
Experience: Transaction history and volume
Specialties: Buyer/seller representation, property types
Geography: Specific ZIP codes and neighborhoods
Languages: You and your team's capabilities
Technology: Comfort with e-signatures and SMS

Step 3: Initial Verification

Heritage Web conducts:

License verification with state boards
Basic background check
Reference verification
Market analysis for your area

Step 4: Sign Referral Agreement

Review and sign via e-signature:

Commission structure (30%/25%/20%)
Performance expectations
2-hour response requirement
Payment terms
Trial period understanding

Step 5: Receive First Trial Lead

Your trial period begins:

Receive first matched lead
Sign individual referral agreement
Get client contact information
Demonstrate your capabilities
Close the transaction successfully

Step 6: Full Program Interview

After successful first closing:

One-on-one interview with program manager
Discuss performance and communication
Review program expectations
Plan for regular lead flow
Establish ongoing relationship

Step 7: Begin Regular Program

Upon acceptance:

Receive leads based on availability
Commission rate: 25% for leads 2-5
Then 20% for all future leads
Ongoing performance monitoring

What Makes a Strong Application

Essential Qualifications

Active real estate license (minimum 1 year)
Demonstrated transaction history
Professional references
Responsive communication style
Technology comfort level

Preferred Qualities

Multiple language capabilities
Diverse market expertise
Strong conversion rates
Community connections
Both residential and commercial experience

Important Notes

Not Self-Service: Cannot join without approval
Relationship Focus: Quality over quantity approach
Trial Required: Must prove capability first
Performance-Based: Continued participation depends on results
Selective Process: Not all applicants accepted

FAQs

Q: How long does the application process take? A: Initial review typically takes 3-5 business days. The complete process through first closing can take several weeks to months depending on lead availability.

Q: Can I apply if I'm new to real estate? A: While 1+ year experience is preferred, exceptional new agents with strong local connections and professional backgrounds may be considered.

Q: What if there are already agents in my area? A: You may still be considered if there's sufficient demand, you offer unique capabilities (languages, specialties), or existing agents aren't meeting performance standards.

Q: Is there an application fee? A: No, there's no fee to apply or participate. You only pay commission after successful closings.