Relocation + Referral Handbook

RELOCATION + REFERRALS Gibson Sotheby's International Realty

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Our connection to Sotheby’s International Realty is our unique difference.

When a home is represented by Gibson Sotheby’s International Realty, it is presented to a highly qualified global clientele through exclusive channels and relationships.

Our network of 1,000+ residential real estate brokerages throughout 71 countries and territories makes Gibson Sotheby’s International Realty a truly global brand. This network is one of the most powerful tools you can utilize. In 2020, our associates connected with 80+ affiliates worldwide.

Gibson Sotheby’s International Realty’s Director of Relocation and Referrals, Aimee Rideout, is available to support those who are relocating to a new town, state, or country.

Through our extended affiliate network, we connect our clients with top-tier, trusted real estate agents across the globe. Referrals are handled with white-glove care to ensure clients receive the level and consistency of service they expect from the Sotheby’s International Realty brand.

Referral Process Flow Broker to Broker 1. Establish a Connection Aimee can provide a recommendation and make an introduction when needed. We then encourage you to connect with the agent to make a warm hand off to your client.

2. Electronic Paperwork We will input the referral into our electronic system, eRelocation. For this, the client information is required, and any additional details are welcomed, i.e. property address, budget, etc.

3. Stay Engaged For an incoming referral, we are expected to provide updates to the receiving agent monthly in addition to informing each time a milestone is reached. For an outgoing referral, we expect the same level of communication from our affiliates and will circulate updates we receive to you monthly or each time a milestone step is noted.

These steps are in place to ensure residual business. The more connected we remain with our affiliates, the more we will be considered for future opportunities and vice versa.

Third Party Relocation

Please connect with Aimee Rideout if you would like to work on third party relocation matters.

We at Gibson Sotheby’s International Realty have a training process to ensure you are well versed in the processes and protocols prior to connecting with your first relocation transferee.

Referral Fee Range: 35% to 45%

Mobility Partners

eRelocation The industry’s most powerful and comprehensive Relocation Department Management Software. With a focus on conversion, service, automation and conversion, learn why eRelocation beats out all of the others

Key Benefits of eRelocoation 1.) Seamless communication prompted by emails with an enclosed link 2.) Consistent updates provided to you on your outgoing referrals 3.) Reporting Capabilities: Allows you to track your referral activity and gain insight into this side of your business Online Referral Submit Link: https://www.erelocation.net b2bagr3/601/67cc7dac/0

eRelocation | Incoming Referral Timelines 1.) AR-B2B 1: Initial Contact w/ Contact Attempts

This ‘Action Item’ will repeat until ‘LIVE’ contact has been made with the client. This will repeat

up to 3 times.

2.) AR-B2B 2: First Two Months Updates - 14 Days

After ‘LIVE’ contact has been made, you will be required to provide an update through the link

provided in the email every 14 days for the first 2 months.

3.) AR-B2B 3: Two Month+ Update - 30 Days

After 2 months, you will be required to provide an update every 30 days until the referral has

resulted in a closed or cancelled referral.

eRelocation | Outgoing Referral Timelines Sotheby’s International Realty Referral 1.) Check SIR Global Network for Update.

This ‘Action Item’ is sent to the affiliate’s referral contact. Notable updates will be send to you

via email from eRelocation.

Other/Non-Network Referral 1.) AR-OGR-Destination Initial Contact-Placed Agent - No Repeat

After the non-network referral is placed into eRelocation, the receiving agent will be sent a

notificaiton, within 24 hours of placement, requesting that they report on ‘LIVE’ contact.

2.) AR-OGR-Destination Update-Placed Agent - 30 Days

After 30 days, the receiving agent will be required to provide an update through the link

sent via email every 30 days until the referral has resulted in a closed or cancelled referral.

Steps to Add Online Referral Submit Link to Your Gmail Signature 1.) In Gmail, in the upper right hand corner, click the cog wheel, then click ‘Settings’ 2.) Scroll to the ‘Signature’ section 3.) Place your cursor in the signature box & type the clickable text you want in your signature, i.e. ‘Click Here to Submit and Outgoing Referral’ 4.) Using your cursor, highlight the words ‘Click Here’ 5.) On the ‘Email Signature’ tool bar click the hyperlink icon 6.) Go to eRelocation and click on ‘Setup’ on the Main Blue Tool Bar 7.) Under Link, click ‘Outgoing Broker-to-Broker/AGR Referral Submit’ 8.) From your browser URl highligh the link and press Cntrl C to copy 9.) Go to Gmail - the ‘Text to Display’ is already populated for you because you highlighted ‘Click Here’ in the body of the email 10.) Paste the copied link into the ‘Web Address’ box using Ctrl V & then press ‘OK’ 11.) The link is now inserted into your email signature and noted by the underline

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