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Referral Agreement
Define referral terms, payments, and responsibilities with this Referral Agreement Template.
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Referral Agreement Template
This Referral Agreement (“Agreement”) is entered into on [Date], by and between:
Company: [Full Legal Name / Business Entity]
Address: [Address]
Contact: [Phone, Email]
Referrer: [Full Legal Name / Business Entity]
Address: [Address]
Contact: [Phone, Email]
Together referred to as the “Parties.”
1. Appointment
The Company appoints the Referrer to introduce potential clients or customers for the Company’s products or services, subject to the terms of this Agreement.
2. Referral Fee
The Company agrees to pay the Referrer a fee of [X]% of net revenue from referred clients.
A “Referred Client” means any client who enters into a contract with the Company as a direct result of the Referrer’s introduction.
3. Payment Terms
Referral fees shall be calculated based on payments actually received from Referred Clients.
Payments will be made [monthly/quarterly] within [X] days of the close of each period.
4. Obligations of the Referrer
Provide accurate and lawful referrals.
Avoid making binding commitments or representations on behalf of the Company.
Maintain confidentiality regarding Company information.
5. Obligations of the Company
Notify the Referrer of successful conversions of referred clients.
Provide necessary product or service information for accurate representation.
6. Exclusions
Referral fees will not be owed for:
Clients already known to or engaged with the Company.
Referrals obtained through unethical or unlawful means.
7. Confidentiality
Both Parties agree to keep proprietary information, trade secrets, and client details confidential, except where disclosure is required by law.
8. Term and Termination
This Agreement shall commence on [Start Date] and continue until terminated by either Party with [X days] written notice.
Termination shall not affect payment obligations for referrals made prior to termination.
9. Independent Contractor Status
The Referrer acts as an independent contractor and not as an employee, partner, or agent of the Company.
10. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of [State/Country].
11. Entire Agreement
This Agreement represents the entire understanding between the Parties and supersedes all prior discussions or agreements related to referrals.
Signatures
Company: ___________________________ Date: _________
Name/Title: [Full Name, Title]
Referrer: ___________________________ Date: _________
Name/Title: [Full Name, Title]
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Referral Agreement
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For quick answers, scroll below to see the FAQ.
REFERRAL AGREEMENT FAQ
What is a Referral Agreement?
A Referral Agreement is a contract between two parties—usually a business and a referrer—where the referrer introduces new clients or opportunities to the business in exchange for a referral fee or commission.
Why is a Referral Agreement important?
It ensures transparency by defining when fees are earned, how they are calculated, and when payments are due. This helps prevent disputes and promotes trust between businesses and their referral partners.
When should you use a Referral Agreement?
Use a referral agreement whenever you want to establish a formal relationship with individuals or companies who introduce clients, especially in industries like real estate, consulting, software, or professional services.
What should a Referral Agreement include?
It should specify the scope of referrals, referral fees, payment terms, reporting obligations, confidentiality, termination provisions, and governing law.
Does a Referral Agreement create a partnership?
No—unless specifically stated, a referral agreement does not create a legal partnership, joint venture, or employment relationship. It only governs referrals and compensation.
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