Smart realtors retire with lifelong passive income…

By partnering with ClientHandoff, realtors can seamlessly transition into retirement and continue earning from client referrals—on autopilot.

because in real estate
trust never retires—

and you deserve to continue earning from that trust, long after you do.

ClientHandoff provides the framework for brokers, teams, and agents to ethically share in fees from referrals, compliantly cobrand, and unlock lifelong income in retirement.

CORE FEATURES

Step Into Retirement Without Stepping Away From Income

  • Stay as a licensed agent or become a Referral-only agent to Save on association dues, Earn passive income from referrals, and even Return as a full-time agent with your existing team or broker of your choice.

    Regardless of your license status, referral-only or active, you can continue to co-brand with your team or broker as if you never left *(must clearly represent license status on marketing material).

  • Our AI-powered analytics assess each agent’s client database, identifying high-value relationships and predicting when clients may be ready to buy or sell. This enables brokerages to maximize the potential of every database.

  • Leveraging AI-powered marketing tools, we continuously engage clients on behalf of the retiring agent. Our automated system nurtures their database, sending personalized outreach messages at the right time, ensuring agents remain top of mind for referrals and future transactions.

  • Our system tracks referrals automatically, integrating with the MLS and CRM systems (e.g. Follow Up Boss) ensuring no leads are lost, and payouts happen seamlessly. Even if clients contact the broker directly, the system ensures the referral is credited back to the retiring agent, guaranteeing payment.

  • With built-in compliance management, ClientHandoff ensures that all referral transactions are handled within legal and industry guidelines. AI also streamlines workflow automation, simplifying administrative tasks and minimizing human error.

  • Payments are automated, eliminating the need for follow-ups or administrative overhead.

    • Transparent ACH payment system for accurate payouts.

    • Broker-to-broker payments streamlined to minimize delays.

In an era where A.I. is transforming the way business is done, personal relationships remain the foundation of real estate. ClientHandoff merges the best of both worlds, using cutting-edge AI technology to nurture those relationships while empowering agents to retire on their own terms.

"Talking about referral fees with colleagues is an uncomfortable topic. Having a platform where expectations are already set makes it easier to focus on doing what's best for the client."

"Most tools are built for agents to use on their own. This is the first platform that's designed to bring independent, small teams together."

FAQs

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  • No! Active Sales Agents and Referral-only both use our services. We created a questionaire that asks the important questions to help you determine what the best fit for you is. At it’s core it depends on the level of involvement you wish to have during transactions. If you wise to advise during the transaction, stay active. If you truly want to be passive, go referral-only and save.

  • We earn from broker/team subscriptions and from referral fee splits with ClientHandoff Referral Agents. Because we serve as the LFRO for retiring agents.

  • Referral agents come from varied and unique backgrounds, but there are two things they all have in common: a desire to earn extra money doing something they love while cutting the cost of holding a real estate license!

    We see everyone from industry veterans winding down their career to newly minted real estate agents choosing to become referral agents. It’s also a great option for anyone looking to keep one foot in the business while pursuing another career or interests. If your other pursuits involve real estate in any way, becoming a referral agent would be a very clever way to increase your income. 

    Here is a list of specific benefits to becoming a real estate referral agent:

    • No board association dues or MLS fees

    • No Supra Key charges

    • No E&O insurance required

    • No Sales Transaction Fees

    • No Monthly Desk or Technology Fees

    • No minimum production requirements

    • No continuing education requirements in New Jersey

    • Hold your license until you are ready to become active again

    • Create a generous retirement plan that lets you refer your book of business

    Explore our generous commission plans today.From the moment an agent signs up through your portal, ClientHandoff becomes their broker of record, responsible for compliance, oversight and administration. As the referral team leader, you benefit from the leads.

  • If you are in a role leading or advising licensed real estate agents, you're in the right place! We partner with brokers, office managers, team leaders, trainers & more. The larger you grow your referral team, the more qualified client leads you will receive.

  • All team set up fees are currently waived! You get qualified client leads. We broker your referral agency. Only when a transaction closes do you send us the agreed upon referral fee, which is then disbursed to the procuring referral agent. Agents that join your Referral Team pay a small annual fee to ClientHandoff, based on the commission plan they choose.

  • We see successful referral agents from across the spectrum. A good fit will generally be an agent that is retiring, shifting to full time in another career or someone new to the industry that needs more time before jumping in with two feet. There are also many life-events that can make a transition to referral-only status a more appealing option.

    Many brokers find that their agents who complete one or two transactions per year are also a better fit for a referral only role. These agents tend to require more oversight since they have fewer opportunities to keep their skills sharp.

    Don't forget, every agent on your team is also available to you as a future potential recruit when they are ready to jump back into the business!

  • Typically, the referral fee is set by the market. An average referral is 25%. That said, we know every brokerage is unique, so please let us know if you have different requirements.

  • Agents that join your Referral Agency pay a small annual fee to ClientHandoff, based on the commission plan they choose. There are never any hidden fees.

Your legacy should pay dividends and we make it happen

By partnering with ClientHandoff, realtors can seamlessly transition into retirement and continue earning from client referrals—on autopilot.