271 / 411
Requirements of a Certified Relocation Specialist
• Full-time sales associate with a minimum of 3 years in the industry for third party and 1
year for broker to broker
• Completion of the bi-annual relocation training session
• Approval of the Principal Broker
• Submission of one qualified outgoing referral per year
• Knowledge of the ERC Broker’s Price Opinion worksheet (for third party)
• Attendance at weekly sales meetings on a regular basis
• Delivery of excellent customer service... exceeding expectations
• Must pay 45% referral fee to the Relocation Department upon closing the transaction
• Willingness to give up a referral if the sales associate cannot meet the needs of the client,
or a request is made by the transferee, or the originating source
Assignment of Referrals
Referrals are assigned based on the following criteria:
• Relocation Department will conduct a needs assessment with the incoming or outgoing
transferee.
• Principal Broker will be contacted first to assign the agent. Principal Brokers may not
personally take the referral unless requested.
• Requested - if a particular sales associate is requested, that sales associate will be assigned
and Principal Broker will be notified.
• Principal Broker will tell the Relocation Department who the best fit is for the transferee.
Relocation Department may NOT directly assign a transferee. Relocation Department must
make contact with the Principal Broker by phone, text and email.
• Principal Broker approval for each referral assignment.
• In order to protect an existing relationship that the sales associate has with a client, all
out-of-town clients or past clients with relocation benefits should be registered with the
Relocation Department. This will prevent the Relocation Department from making dual
assignments. Registered clients / requested agents are subject to the same 45% referral
fee along with the same procedural requirements to meet third party and corporate client’s
needs.
• The Relocation Department will reassign the referral in the event the agent leaves Parks.
CORPORATE RELOCATION