Referral Mastery: Organizing Your Database
Training + PlaybookThis session lives on the source page. eXp University video page
Watch on eXp University →What this solves
Build, sort, and nurture a high-quality referral database
Includes practical database organization and CRM use.
Key takeaways
- Build, sort, and nurture a high-quality referral database
- Includes practical database organization and CRM use.
- Best for all agents at a beginner level.
- Curated from eXp University for the Training track.
Related scripts
Sphere Check-In (No Pitch)
Lead with the relationship, close with a soft ask. 20 of these a day rebuilds a pipeline in 60 days.
Referral AskReferral Ask After Closing
Ask for feedback first, then for one specific name — never a vague 'send people my way'.
Open HouseOpen House Sign-In & Qualify
The sign-in is normal because the seller asked for it. Then qualify with curiosity, not a checklist tone.
Related objections
“Your commission is too high — another agent will do it for less.”
They might. The question isn't what you pay, it's what you net. Show me their marketing plan and I'll show you which parts of mine they removed to get to that number.
Timing“We want to think about it before we commit to anything.”
Absolutely — that's how good decisions get made. So I'm helpful while you think: what's the one thing you're still unsure about?
Already Have an Agent“We're already working with another agent.”
Good — loyalty matters to me too. Have you signed an agreement with them, or is it more of an informal thing?