ClarityKeep professional resource ยท Texas
Texas Referral Sheet
A Texas referral checklist for sharing general questions without sensitive client records.
Before referring
- Confirm the client wants an introduction.
- Identify the receiving company and verify its Nationwide Multistate Licensing System (NMLS) identifiers.
- Explain who will receive the introduction and disclose any affiliation.
- Do not promise eligibility, terms, or proceeds.
Texas questions to flag
- Homestead and title questions
- Existing liens
- Property-tax and insurance continuity
- Need for Texas legal advice
No-kickback rule
- No fee or thing of value is paid for directing a consumer to a settlement-service provider.
- The homeowner controls whether to continue.