A new construction real estate referral checklist should reach the receiving agent before the client walks into a builder sales office or registers online. Builder registration and representation rules can be time-sensitive and community-specific. With the client’s consent, transfer the target area, property and payment constraints, builder contacts, visit history, representation status, financing stage, inspection expectations, and the next accepted action. Then verify the Nevada receiving license and preserve milestone evidence through contract, punch list, warranty, and closing.
Start with consent and prior builder contact
Record what the client authorizes you to share, preferred contact method, time zone, accessibility or language needs, target area, property type, total-payment limit, cash to close, move date, and deal breakers. Ask whether the client has visited, called, registered, toured, or submitted information to any builder, community, or lender. Do not guess about representation or referral eligibility.
Verify the receiver and registration plan
Use the Nevada Real Estate Division license lookup and current brokerage record. Confirm service area, new-construction experience, availability, buyer representation approach, referral acceptance, compensation documentation, and the person responsible for registration. The receiving professional should verify the builder’s current process directly and tell the client what must happen before a visit.
Transfer the complete decision context
Include community and commute priorities, lot and floor-plan needs, quick move-in versus build timeline, option budget, HOA or assessment questions, financing or proof-of-funds stage, preferred-lender offers already seen, current home sale or lease timing, inspection expectations, and unresolved contract questions. Avoid protected-class information and neighborhood steering.
Name milestones beyond the introduction
Useful milestones include accepted referral, client contact, builder registration result, representation agreement, community comparison, written Loan Estimates, contract review by the client’s chosen professionals, inspection access, independent inspection, written punch list, builder response, warranty delivery, final walkthrough, closing, and post-closing warranty check. Assign an owner and date to each milestone that applies.
Close the loop with limited, observable evidence
A sent email or builder brochure is not completion. Within the client’s permission, record acceptance, contact, registration outcome, next appointment, and later milestone status in the referral record and Sierra Interactive. Share only the minimum necessary information, use secure channels for sensitive financial or identity documents, preserve opt-outs, and do not imply the referring agent approved another professional’s legal, tax, lending, inspection, or construction work.
FAQ
When should I refer a new-construction buyer?
Before the first builder visit or online registration when possible. The receiving agent should verify the community’s current registration and representation rules rather than relying on an old policy.
What should the referral say about builder incentives?
Record the offer and date as information to verify. The receiving buyer should compare the written builder terms, Loan Estimates, total cost, conditions, and expiration with the appropriate professionals.
When is a new-construction referral handoff complete?
Use observable milestones: verified receiver acceptance, client contact, registration result, and the agreed next action. Continue the authorized continuity record through contract, inspection, punch list, warranty, closing, and follow-up as applicable.
Primary sources and limits
- Nevada Legislature, NRS 624.602 builder warranty
- Nevada Real Estate Division, Residential Disclosure Guide
- Nevada Real Estate Division, License Lookup
General education only. Newness, permits, inspections, a punch list, warranty, builder incentive, referral, construction schedule, or exchange structure does not establish one property’s condition, completion, legal use, value, financing, insurance, tax treatment, exchange qualification, license status, professional acceptance, or future result. Verify the current contract, specifications, plans, options, permits, inspections, punch list, builder response, warranty, license, title, financing, written Loan Estimates, insurance, HOA or assessments, taxpayer, qualified intermediary, exchange structure and dates, receiving professional, client consent, responsible people, and completion evidence with the appropriate licensed real-estate professionals, lender, insurer, inspector, contractor, qualified intermediary, CPA, attorney, tax adviser, title and escrow professionals, association, government agencies, and other qualified professionals. No individualized legal, tax, lending, insurance, securities, appraisal, inspection, property-management, fair-housing, or investment advice is provided.
Related: building a complete referral handoff, preserving out-of-state buyer context, contact You Decide Referral.