Client Protection Guarantee

Your Listing Is Protected — In Writing.

Your #1 risk with property management is losing the relationship when it’s time to sell. This certificate is our written promise to you: we will not compete for the listing — we will re-refer the client back to you.

Referring agent

Jordan Agent

Example Realty Group

Property / owner (optional)

Taylor Owner

1234 Example St, Dallas, TX 75201

Guarantees included Non-solicitation • Non-circumvention • Re-referral

No Sale-Side Solicitation: We will not solicit your client for any sale-side representation.
Right of First Opportunity: If the Owner expresses intent to sell, we notify you within 1 business day and offer a joint call/meeting at the Owner’s request.
Permanent Attribution: This referral is tracked in our CRM so your relationship remains documented for this property.
Re-Referral at Sale Moment: If the Owner decides to sell during management (or within 12 months after management ends), we re-refer them back to you unless they already have another agent in writing.

Referral compensation (management only)

Standard DFW terms: 50% of collected management fees for the first 6 months. (Sales-side commission is always between the Owner and their chosen agent.)

Blue Atlas representative

Blue Atlas TeamDate: __________

Referring agent (optional)

Jordan AgentDate: __________

No action required. Keep this certificate for your records. If you’d like a personalized version with your client’s details, we can generate one on request.