Your First Commission Referral (Trial Period)

Quick Answer

Your first commission-based referral serves as a trial period at 30% commission to build mutual trust before regular lead flow begins. You must successfully close this first transaction, participate in a program interview, and demonstrate your capabilities before receiving additional leads at the reduced commission rates (25% then 20%).

Overview

The trial period ensures both you and Heritage Web can work together effectively before establishing a long-term partnership. This proven approach builds trust through demonstrated results rather than promises, creating stronger relationships and better client outcomes.

The Trial Process

How the Trial Works

Stage	What Happens	Commission Rate
First Lead	Prove capability and process	30%
Post-Closing Interview	Discuss performance and fit	-
Leads 2-5	Regular flow begins	25%
Lead 6+	Established partnership	20%

Timeline Overview

Lead Receipt: Get your first referral opportunity
Client Contact: Demonstrate 2-hour response time
Service Delivery: Show your professional process
Transaction Close: Successfully complete the sale
Program Interview: Review and full onboarding
Regular Program: Begin receiving steady leads

Step-by-Step Instructions

Step 1: Receive Your Trial Lead

When your first lead arrives:

Email notification with opportunity details
Link to review and sign referral agreement
Must sign agreement to receive contact info
30% commission rate clearly stated

Step 2: Sign Referral Agreement

Via e-signature tool:

Review lead details and location
Confirm 30% commission terms
Acknowledge 2-hour response requirement
Sign electronically

Step 3: Get Contact Information

Upon signature, automatically receive:

Client's full contact details via email
Same information via SMS
Copy of signed referral agreement
Clear action items and timeline

Step 4: Contact Client Immediately

Within 2 hours:

Call the client directly
Send follow-up email
Text if appropriate
Schedule showing or consultation
Document contact attempts

Step 5: Manage the Transaction

Throughout the process:

Maintain regular client communication
Update Heritage Web on progress if requested
Handle transaction professionally
Overcome any challenges
Drive toward successful closing

Step 6: Close the Transaction

At closing:

Ensure smooth transaction completion
Referral fee (30%) paid from your commission
Payment sent to referral agent per agreement
Document closing for your records

Step 7: Complete Program Interview

After successful closing:

Schedule one-on-one with program manager
Discuss your experience and process
Review communication and timeline
Confirm mutual fit
Plan for ongoing relationship

Step 8: Begin Regular Program

Upon approval:

Start receiving regular leads
Next 4 leads at 25% commission
All subsequent at 20% commission
Ongoing performance monitoring

Why the Trial Matters

For You

Understand the process before full commitment
Evaluate lead quality firsthand
Test the system compatibility
Build confidence in the program
Establish initial track record

For Heritage Web

Verify your responsiveness
Confirm professional capabilities
Ensure client satisfaction
Build trust through action
Reduce risk for all parties

Success Tips

During Your Trial

Respond Fast: Beat the 2-hour requirement
Document Everything: Keep detailed records
Communicate Clearly: With both client and Heritage Web
Go Above and Beyond: Make strong first impression
Ask Questions: Get clarity when needed

Common Trial Challenges

Client may be comparing multiple agents
Timeline might be longer than typical
Property could have complications
Market conditions may be difficult
Stay persistent and professional

Important Notes

One Chance: Trial performance determines acceptance
No Guarantee: Not all trials lead to regular program
Full Commission: You keep 70% even during trial
Same Quality: Trial leads are standard quality
Real Transaction: This is a real client, not a test

FAQs

Q: What if my trial lead doesn't close? A: Depending on circumstances, you may receive another trial opportunity. Communicate openly about challenges faced.

Q: How long do I have to close the trial transaction? A: Follow the client's timeline. Most residential transactions close within 30-60 days, but there's no specific deadline.

Q: Can I decline the trial lead if it's not a good fit? A: Yes, but declining may affect your program consideration. Discuss concerns with Heritage Web before declining.

Q: Do I get the client's contact info before signing the agreement? A: No, you must sign the referral agreement first, committing to the 30% commission terms.