Capture the question, not a conclusion
Record the client's concern in neutral terms: “Please help confirm where the current parcel statement comes from, whether the lender says taxes are escrowed, and which title or tax professional should answer the closing question.” Do not promise the amount, cap, proration, penalty, or future bill.
Verify the receiving role and license
Before sending the handoff, confirm the receiving professional's identity, active license status where applicable, brokerage, geography, and accepted scope. A matching name or an old contact record is not enough.
Share the minimum necessary data
The introduction can identify the property address or parcel only when the client authorizes it and it is reasonably necessary. Do not attach tax-account credentials, loan statements, full closing files, government IDs, or financial account details by default. Use an approved secure channel when sensitive records are actually required.
Name the professional boundary
The receiving broker or agent can organize property facts and connect the client with the relevant lender/servicer, title or escrow professional, county office, CPA, or attorney. The referral source should not convert a calendar date into individualized tax, legal, or lending advice.
Close the loop with one dated action
Write who contacts the client, the approved channel, the specific tax-file question, the responsible specialist, and the follow-up date. The handoff is verified when the receiving agent acknowledges the scope and the next action—not when the introduction is merely sent.
Example
Weak: “Their taxes look wrong—please fix it.”
Useful: “With client consent: please help the client retrieve the current parcel statement, confirm whether the servicer says taxes are escrowed, and identify whether title/escrow or the client's CPA should answer the closing-line question. Receiving agent acknowledges Thursday; referral source checks Friday.”
FAQ
Should the referring agent interpret the property-tax bill?
No. Capture the client's question, verify the receiving role, and route the issue to the appropriate county, lender, title, escrow, tax, or legal professional.
Should loan or tax-account credentials travel with the referral?
No. Share only client-authorized information reasonably needed for the handoff. Do not send credentials or unnecessary financial documents.
When is the tax-file handoff verified?
After the receiving professional acknowledges the scope, the responsible specialist is named, and the next action and follow-up date are documented.
Primary sources and limits
Clark County Treasurer Real Property Tax Information and Online Tax Statement. General brokerage and referral education only. License status, agency, privacy, compensation, tax, lending, title, escrow, and legal duties are fact-specific and may require broker or counsel review.
Build a referral handoff that assigns the question and the next owner.
Use current documents and the right professionals before deciding.
Request a scope conversation