The first of its kind succession plan for retiring realtors

NURTURE, REFER, TRACK, EARN—ON AUTOPILOT

Helping agents profit from lifelong client relationships long after retirement

Share client referrals and ethically split fees in retirement with trusted brokerage colleagues on autopilot.

ClientHandoff provides the framework for brokers, teams, and retired agents to ethically share in fees from referrals—compliantly co-brand, and continue to serve clients in retirement.

A referral platform built for retiring realtors to continue to profit from their hard-earned relationships and legacy without involvement in transactions.

PLATFORM FEE SPLITS

*The referral fee model above is an example of our "traditional" succession plan. We understand that each of our agent partners are at different places in their career and have unique needs.

THE PLATFORM

Don’t leave your real estate business, refer it and keep earning even in retirement!

ClientHandoff offers a game-changing Referral Agency as a Service (RAaaS) platform, powered by advanced AI technology, enabling agents to profit from their relationships without direct involvement in transactions. Our AI capabilities automate client engagement, referral tracking, and database nurturing, ensuring retiring agents can seamlessly transition into referral-only status while maintaining their team and brand all while earning passive income in retirement.

  • Our AI tracks referrals automatically, 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 powered by AI, 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.

  • Our platform uses AI algorithms to match retiring agents’ clients with active agents within their brokerage, ensuring optimal client-agent fit based on transaction history, preferences, and behavior patterns. This increases conversion rates and keeps the client relationship strong even after an agent retires.

  • 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.

    Continue to co-brand with your team or broker as if you never left (as a referral-only agent).

  • 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 referral, generating more transactions and boosting revenue for both agents and brokers.

  • 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.

"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."

JOINING CLIENTHANDOFF

Start sharing referrals in minutes

1.

Choose your level of involvement. Referral-only agent (no association dues) or Sales Agent (must pay association dues).

Create your account

2.

Maintain your affiliation with your existing team or a reputable broker of your choice and continue to co-brand with them.

Select your broker and team

Staying top of mind is the key to sustainable income in retirement. Continue to market on your own or outsource nurturing to us.

Nurture and start sending referrals

3.

SHARING REFERRALS

A streamlined referral process, from the initial referral to direct deposit

Post a referral to the platform and notify your team in seconds

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Your team reviews the client’s needs and accepts the referral

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We track referral transactions ensuring your fee splits direct to your bank account at closing

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FAQs

  • 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.

    • GR agents that join or have a GR membership anniversary between April and June of an odd numbered year. The $100 state renewal fee is charged when your GR membership is charged. You will receive an email notice in advance of the charge if you are renewing. GR then pays the state renewal fee on your behalf.

    • GR agents that do not fall into this timeframe. The payment method you have on file will be charged $100 during the first week of June.

       GR then pays the state your renewal fee on your behalf.

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