Built Around Every Part of Real Estate

Equity Referral & Relocation Services

Connect your clients with certified agents nationwide and earn referral fees when you can’t serve them directly. Equity Relocation Services (ERS) keeps you connected to your clients—and your income—even when they move out of your market.

Access Referral Portal

Understanding Referrals & Relocations

At Equity, our relocation department handles both referrals and relocations, and understanding the difference is key. A referral is when you connect someone looking for a real estate agent—even if they’re not your client. They could be a friend’s cousin, a colleague, or anyone in your network. A relocation is when someone is moving to a new MLS area and needs help finding an agent there.

You don’t have to know the person directly to submit a referral. Maybe a friend mentions their cousin is moving to San Antonio, or a past client’s coworker is relocating for work. At Equity Relocation Services (ERS), we’ve established a powerful network of top-performing, full-time agents—not just anyone with a license—who are ready to provide professional service.

Whether it’s a past client moving across the country, someone you met through a friend, or even your own home purchase in another market (yes, you can self-refer!), you can benefit from our referral program. Our network extends around the globe, connecting clients with experienced, vetted agents worldwide.

Why Use Equity Relocation Services

Earn Referral Income

When the deal is successfully closed, Equity will reward you with your well-deserved referral payment. Turn clients you can’t serve into a passive income stream while maintaining the relationship.

Nationwide Reach

Your sales region isn’t limited to your local area anymore. With ERS, you have access to a network of certified agents spanning the entire United States. This means more opportunities to earn commissions from referrals.

Expert Agent Matching

We match clients based on preferences—language, communication style, niche expertise like historic homes or HOAs. We vet agents by checking with their broker, reviewing sales history, and ensuring they’re top-performing professionals, not just anyone with a license.

Global Network

Our network extends around the globe—not just where Equity offices exist. Whether your client is moving across town, across the country, or across continents, we have trusted partner brokerages and vetted agents worldwide.

Self-Referral Opportunities

Buying or selling in another market? You can self-refer! Submit your own information, complete your transaction, and receive a referral fee. Many agents have done this when purchasing homes outside their area.

Client Choice & Control

Clients can request specific agents, interview multiple agents before choosing, or rely on our matching expertise. We coordinate the entire process and ensure clients find the right fit.

Receive Inbound Referrals

It works both ways—receive pre-qualified buyer and seller leads from agents in other markets who have clients relocating to your area.

Direct Payment Processing

We handle the entire process from the referral agreement to ensuring the referral fee is paid directly to you via Equity direct deposit. No chasing payments or complicated invoicing.

You Submit, We Handle Everything

No complicated paperwork—just submit the referral and let ERS handle the rest. We manage the process from agent matching through closing.

See How It Works

Watch this video to learn how Equity Relocation Services works, how to submit referrals, and how you can grow your business through our nationwide network.

What Agents Are Saying

Hear from real estate professionals who have partnered with Equity Relocation Services.

Once again I got to work with Tom Hoffman and Amy Marshall from ERS. This time I needed to find a Realtor in Orlando, Florida to help me find a condo as my vacation home. They matched me with a wonderful Realtor in Orlando. My husband and I found a condo on the first day out and were under contract—the process was smooth like it always is when you work with Tom and Amy. Thank you for always taking care of my clients and me!
Doris LopezReal Estate Agent
We love that Equity offers the ability to receive leads through the Equity Relocation Service. In the few years we’ve been with this brokerage, each lead we’ve received through this service has turned into a client we hope to keep working with. The leads are truly vetted, ready-to-go clients that need our help.
Gavin RyanReal Estate Agent
I have used Tom Hoffman and Amy Marshall several times and they have done an excellent job. They have paired my clients with awesome agents that fit very well, and they have all been very happy! I cannot recommend Tom and Amy enough and I do so at every opportunity!
Whitney ClementsReal Estate Agent

How to Submit a Referral

Important: Enter as much information as you can to ensure we can find your customer and match them with the best agent.

Submitting a referral is simple. The referral portal will guide you through collecting the necessary information about your client and their needs.

Information You’ll Need

Customer Information

  • Full name
  • Your relationship to the customer
  • Primary and secondary phone numbers
  • Email address
  • Current mailing address

Referral Type

  • Listing Referral — Selling a property
  • Buying Referral — Purchasing a property
  • Renter Referral — Looking to rent

Relocation Details

  • Destination city/cities
  • Price range
  • Relocation reason
  • In-home date and trip date
  • Home specifications (beds, baths, sq ft)

Optional Information

  • Employer information
  • Special needs or requirements
  • Housing preferences
  • Preferred communication method

The Process

  1. Access the referral portal — Click the button below or use the Services menu
  2. Select referral type — Choose “Outbound” and enter your member number
  3. Enter customer details — Fill out all available information about your client
  4. Specify property details — Include price range, location preferences, and home specifications
  5. Add relocation information — Timeline, reason for move, and employer details if applicable
  6. Submit the referral — ERS will match your client with a qualified agent in their destination market
  7. Receive your referral fee — When the transaction closes, your fee is paid via Equity direct deposit

Frequently Asked Questions

How much do I earn on referral fees?

When the deal is successfully closed, Equity will reward you with your well-deserved referral payment. Referral fees typically range from 25% of the cooperating agent’s commission, though specific amounts may vary by market and transaction type.

When do I receive my referral fee?

Referral fees are paid after the transaction closes and the cooperating agent receives their commission, typically within 30–45 days of closing.

Can my client use ERS even if they haven’t worked with Equity before?

Absolutely! Whether your clients are buying or selling, or even if they’ve never worked with Equity before, you can benefit from their transactions with our referral program.

Can I refer clients moving outside my state?

Yes! The Equity Relocation Services network connects you with certified agents nationwide. You can refer clients to any market across the United States where our network agents operate.

How do I know the agents I’m referring to are qualified?

ERS maintains a network of certified Real Estate Agents who are vetted professionals ready to provide quick and professional service. We carefully match your client with a qualified agent in their desired area.

Do I need to do anything after I submit a referral?

After submitting the referral and connecting your client with the receiving agent, you can track progress through the portal. The receiving agent handles all transaction work—it’s a hassle-free process for you.

Can I receive inbound referrals from other markets?

Yes! It works both ways. You can receive pre-qualified buyer and seller leads from agents in other markets who have clients relocating to your area, helping you expand your business.

Do I have to personally know the person I’m referring?

No! You don’t have to know them directly. Referrals happen all the time through your network—maybe a friend mentions their cousin is moving, or a colleague’s family member needs an agent. Anyone in your network qualifies.

Can I submit a self-referral for my own transactions?

Absolutely! If you’re buying or selling property in another market, you can submit yourself as a referral. Many agents have done this when purchasing homes in different states and received a referral fee upon closing.

Can I only refer to areas where Equity has offices?

Not at all! We work with trusted partner brokerages across the country and around the globe. Even in areas without an Equity office, you’ll still receive the same referral fee. Our network is worldwide.

Can my client choose their own agent or interview multiple agents?

Yes! If your client has a specific agent they want to work with, we can vet that person by checking with their broker and reviewing their sales history. Clients can also interview multiple agents before deciding. We help coordinate the entire process.

Why use ERS instead of having my clients search online for an agent?

ERS works within a network of top-performing, full-time agents—not just anyone with a license. We match clients based on preferences like language, communication style, and niche expertise (historic homes, HOAs, etc.). Plus, we handle the entire process from referral agreement to payment, ensuring you receive your fee directly via Equity direct deposit.

Questions About Referrals or Relocations?

Amy Marshall serves as the Relocation Director for Equity Real Estate, overseeing all aspects of our nationwide referral and relocation services. With expertise in connecting agents and clients across the country, Amy ensures smooth transactions and successful outcomes for both referring agents and their relocating clients.

Whether you have questions about submitting a referral, need assistance with a specific relocation case, or want guidance on maximizing your referral income, Amy and the Equity Relocation Services team are here to help.

Ready for What’s Next?

Whether you’re looking for more flexibility, stronger support, or a better way to grow your business, Equity was built for agents who want more.

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