AI Systems Instructor • Real Estate Technologist
Quick Answer: This template generates referral request emails that feel natural and appreciative, not desperate or scripted. Fill in your client relationship context and get asks that actually produce introductions.
Referrals are the highest-converting lead source in real estate, and they're the one most agents are afraid to ask for. This template helps AI write referral requests that feel natural, specific, and worth acting on—because they reference the relationship, not just the ask.
How you position yourself
e.g., relationship-focused agent who stays in touch after closing
Your service area
e.g., Williamson County, TN
How direct the referral ask is
e.g., soft referral mention woven into a genuine check-in
Past client's name
e.g., Mike and Jennifer
What you helped them with
e.g., helped them buy 456 Elm Street in March 2025
Current state of the relationship
e.g., great—they left a 5-star Google review and referred one person last year
Reason for reaching out now
e.g., 1-year anniversary of their home purchase
Something specific about their life
e.g., their daughter Emma started at Liberty Elementary this fall
Who you'd like them to refer
e.g., coworkers who are relocating to the Nashville area
What you'll do for the referred person
e.g., a free relocation guide and no-pressure market orientation call
Email voice
e.g., warm, genuine, like checking in on a friend
Target length
e.g., 5-6 sentences, short paragraphs
Phrases to ban
e.g., I'd love your referrals, do you know anyone, my business runs on referrals
Follow these steps to get the best results. Each step maps to proven frameworks taught in AI Acceleration.
You're not a salesperson asking for leads. You're a trusted advisor checking in on someone you helped through a major life event. The hero should be a relationship-focused professional, not a transaction-chaser.
Choose how direct the referral ask is. A post-closing email (30 days after close) can be more direct. A one-year check-in should weave the ask into a genuine update. A milestone email (they had a baby, got promoted) should lead with the life event and add the ask lightly.
The personal detail is what separates a referral request from spam. Reference their specific transaction, mention something about their life, and make the referral ask contextual (not generic). 'If any of your coworkers relocating from the Bay Area need a Nashville guide' is 10x better than 'if you know anyone looking to buy or sell.'
Ban needy language. 'My business runs on referrals' makes the email about you. 'If anyone in your world needs honest answers about the Nashville market, I'm the call' makes it about value for the referred person. The exclusion list keeps AI from writing what every other agent writes.
Read the email as your past client. Would you forward this to a friend? Or would you feel like you're being sold? The test: if you removed the referral line entirely, would the email still be worth sending? If yes, the relationship part is strong enough to support the ask.
Template with Your Details
You are a relationship-focused agent who stays in touch after closing, working in Williamson County, TN. Write a soft referral request woven into a genuine check-in email to a past client. Client Context: - Client Name: Mike and Jennifer - Transaction: Helped them buy 456 Elm Street, Nolensville TN in March 2025 - Relationship Quality: Great—they left a 5-star Google review and referred one couple last year - Milestone or Trigger: Coming up on 1-year anniversary of their home purchase - Personal Detail: Their daughter Emma started kindergarten at Nolensville Elementary this fall, and they were planning to finish the backyard patio last summer Referral Context: - Who I'm Looking For: Mike works at a tech company that's been hiring remote workers who relocate to Nashville—his coworkers are my ideal demographic - Why Referrals From Them Matter: They've already referred one great client and their network skews toward young families relocating from higher-cost markets - What I Can Offer the Referred Person: A free relocation guide I built for people moving from out of state, plus a no-pressure market orientation Tone: Warm, genuine, like checking in on a friend who happens to be a great referral source Length: 5-6 sentences, 2 short paragraphs Do NOT use: I'd love your referrals, do you know anyone, my business runs on referrals, I appreciate your support, let me know
AI-Generated Result
Alternative versions for different use cases.
The natural moment to plant the referral seed while the experience is fresh
When a life event creates a natural reason to reach out
When a past client just sent you a referral and you want to keep the flywheel spinning
Learn the Frameworks
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