Referral agreements need to be signed by both receiving AND sending brokerages and should be uploaded into Business Tracker in the “Referral Information” section prior to closing.

The referring brokerage’s W9 must be fully completed with signature AND date, as well as proper tax classification, and should be uploaded into Business Tracker in the “W9 for Referral” section prior to closing.

Here is a sample of a Compass W9 that has been completed correctly.