How to Exchange
Handshakes

'Best Match' and 'Best Three' Explained

Handshake makes agent-to-agent referrals faster, easier, and more efficient. Say goodbye to random solicitations, endless online searches, and long waits for responses. Here’s how to use Handshake to connect with top agents across the U.S. and exchange referrals seamlessly.

Getting Started with a Referral

  • Initiate a Handshake: Tap the Handshake button in the navigation bar at the bottom of your screen.
  • Confirm Your Intent: Click Get Started to begin your referral.
  • Dashboard select Handshake button
  • Specify the Referral Type: Choose from Buy, Sell, or Buy and Sell to confirm the type of client referral you’re making.
  • Select buy or sell

    Best Match vs. Best Three

  • Best Match: Uses Handshake’s proprietary algorithm to connect you with the most qualified agent in the area.
  • Best Three: Matches you with up to three agents, giving you options to screen and select the best fit.
  • Best Match Best Three
  • Location: Indicate the city where you need referral assistance.
  • Select location
  • Additional Information: Provide key details like your preferred referral fee, the client’s timeline, and any notes about their preferences or needs.
  • Add additional information
  • Submit Your Request: Select Find Me a Best Match or Best Three to initiate the matching process.
  • Handshake initiated

    Next Steps

    Handshake will match you with agents in the desired city, sharing the referral details you’ve provided. Agents can then accept or decline the referral. Remember, you’re in control—you decide which matched agent to partner with for the referral.

    Handshake notification

    Following these steps ensures a smooth and efficient referral process. In the next guide, we’ll cover how matched agents can respond to your Handshake request and how to screen agents before sharing client contact information.

    Start connecting with trusted agents today and streamline your referral process with Handshake!