1. Ask what problem the client wants solved
The client may need full-service management, leasing only, a transition from self-management, vendor coordination, records cleanup, or an initial scope conversation. State the requested outcome instead of sending a vague introduction.
2. Verify the current Nevada credential
The Nevada Real Estate Division publishes monthly active-licensee lists and a public License Lookup. Check the exact person or company and the applicable property-management credential at the time of the referral. Record the source and date; do not rely on memory or a similar business name.
3. Share only consented, minimum-necessary facts
Confirm that the client wants the introduction. A useful opening can include the client's name, preferred contact method, property city or general area, property type, occupancy status, requested service, and timing—only with permission.
Do not transmit leases, applications, identification, banking information, tenant records, tax returns, or other private files merely to make the introduction.
4. Assign and close the next action
Name who will contact whom, through which channel, and by when. Confirm receipt. If the manager declines, the credential cannot be verified, or the scope does not fit, return the matter for a new decision instead of allowing a silent handoff.
Example: the client asks for “someone who can help”
A referral agent learns that an owner wants leasing only for one occupied Nevada property—not full management. With consent, the agent sends a short fact index to a currently verified property-management contact and asks that professional to confirm scope directly. No lease, tenant file, or financial record is attached.
FAQ
Is a remembered license number enough?
No. Verify the exact credential and current status using the official source at the time of the referral.
Should the referring agent promise that a manager will accept the work?
No. The manager should confirm capacity, scope, terms, and any conflicts directly.
What should happen if the credential or scope cannot be verified?
Pause the handoff, document the gap, and return to the client with a clear next step. Do not convert uncertainty into a recommendation.
Primary sources and limits
Nevada Real Estate Division Active Licensee Lists and License Lookup. General referral education only—not legal, tax, privacy, property-management, licensing, insurance, or investment advice. Verify current status, consent, scope, and applicable brokerage requirements.
Define the scope and verify the credential before making the introduction.
Use current documents and the right professionals before deciding.
Request a scope conversation