Referral partners

Your client stays your client.

When a client decides to rent their home for a while, the relationship doesn't have to pause with it. Crestmont manages the property, keeps you present through the rental years, and returns the client to you when it's time to sell. The listing is preserved, and so is the trust that earned it.

Trusted by San Diego's leading brokerages

Single-family homes, condos, and small multifamily across La Jolla, Del Mar, Point Loma, Coronado, and the San Diego coastal region.

01Standard

A firm your clients would choose for themselves

Your name travels with the referral, so the firm has to operate the way your clients expect. Crestmont is a boutique company where the principals handle each owner personally, the home is cared for with discretion, and the reporting is written to be read. The clients you refer are the clients we already serve.

02Expertise

The market at the level of your client's neighborhood

Anyone can produce a rent figure. Crestmont tracks over 50 San Diego neighborhoods separately, every month, so what you put in front of a client is about their neighborhood, not a county average. It gives you a reason to be in front of the client every month, with current numbers to back it, until the sale.

03Continuity

The sale comes back to you

Crestmont's business is management. Before any client is introduced, we sign a C.A.R. Referral Fee Agreement stating that Crestmont refers your client back to you when they decide to sell. It's a signed form, not a courtesy, and it's the same agreement every time.

For your client

Request a Neighborhood Rental Report

Current rent by bedroom, vacancy, and the twelve-month trend for one neighborhood, written as market context rather than advice, and prepared for you to present under your name.

Request one for any client, whether or not they ever become a Crestmont owner. It arrives within minutes.

Need a figure for one specific address instead? Request a rental analysis, returned the same business day.

The agreement

One standard agreement. Client retention guaranteed.

Simple enough to explain to a client in a sentence, and the same for every agent we work with.

  • Client returnWritten into the C.A.R. Referral Fee Agreement before introduction
  • Referral fee$500 to your brokerage, 30 days after the executed lease
  • EligibilityNew clients to Crestmont, any home in our service area

Requirements: agent W-9 on file with Crestmont Realty, an executed Referral Fee Agreement, an executed Property Management Agreement between Crestmont Property Management, Inc. and the client, and an executed lease with a tenant placed. Program terms are subject to change.

Refer a client

Introduce yourself, and we'll discuss your client.

A short conversation about your client's property, how the referral works, and what they can expect from Crestmont. Or call us directly at 619-522-0377.

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