How to Refer a Client to Tennessee

Real estate referral process for agents sending clients to Tennessee, including Nashville, Franklin, Williamson County, and the surrounding Middle Tennessee market 

Before they start searching
Before they talk to multiple agents
Before assumptions set in

There are too many areas, too many differences, and too many misconceptions to navigate alone

What I Need

Name
Phone
Email
Brokerage
Office address

Name
Phone
Email
General situation
Timeline
Anything I should know

What Happens Next

We schedule a brief call

First Client Contact

I reach out quickly

I assess:

• timeline 
• Middle Tennessee locations 
• price range 
• property type 
• specific preferences 
• neighborhood or setting 
• current market awareness 

What You Get

You stay informed at the level you prefer

Updates provided on your schedule

Problems, changes, or challenges relayed early

For context on where these deals usually go off track:
Why Some Out-of-State Referrals Fall Apart 

How Your Client Is Handled

Guided through:

• Greater Nashville market differences 
• location specifics across Middle Tennessee 
• property types 
• school districts 
• inspection procedures 
• lending practices 
• customary procedures

Referral Structure

Written agreement handled early using California Association of Realtors forms, Tennessee Real Estate Commission forms, or appropriate forms for your home state

Clear terms

No confusion later

If you are sending clients from California to Tennessee, your clients benefit from working with a dual-market operator

20+ years of experience selling in California
Extensive market knowledge across both California and Middle Tennessee
Firsthand experience making the move personally

I maintain an active California real estate license in Los Angeles through our team at Coldwell Banker in Calabasas

Once we connect I’ll take it from there and keep you in the loop

California → Tennessee Referral Partner