You're going on vacation. Or you're referring a buyer to a partner. Or a teammate is covering for you. You need to hand off the buyer—and the other agent needs to know who they are, how ready they are, and what to do next.
Too often that means a long email. Or a voicemail. Or a rushed call where you forget half the details. The covering agent starts from zero.
What a good handoff includes
• Readiness: Are they A, B, or C? What's their close probability? • Financial: Budget, pre-approval status, financing type • Behavioral: Timeline, decision speed, what they're looking for • Search: Beds, baths, areas, must-haves • Next steps: What to work on (coaching notes) or what showing to set up
When that's all in one place, the handoff is "here's their one-pager" instead of "let me tell you everything I know."
The 30-second handoff
Generate a PDF strategy summary. One click. It has score, tier, financial snapshot, search parameters, and coaching notes. Send it to the covering agent. They have full context. You didn't write a novel. You didn't forget anything.
Handoffs stop being a bottleneck. They become a link. And when you come back—or when the referral closes—everyone had the same picture.
Realtee IQ — Professional handoffs, zero hassle.