Thompson Shepherd Group : Referral Submission

Submit your Thompson Shepherd Group client leads directly to our Forward Loans team for fast, efficient follow-up. Use this form for all new buyer inquiries, prequal requests, or referral introductions. Our team will confirm receipt, begin outreach, and keep you updated through every stage of the process.

TSGroup Lead Submission form

Submit your Thompson Shepherd Group client leads directly to our Forward Loans team for fast, efficient follow-up. This form connects your lead instantly with your Forward Loans team, ensuring seamless communication, transparent tracking, and personalized loan support. Use this form for all new buyer inquiries, prequal requests, or referral introductions. Our team will confirm receipt, begin outreach, and keep you updated through every stage of the process.

Realtor Info

Realtor Name(Required)

First Last

Email(Required)

Phone(Required)

Referral Info

Spanish Speaking?(Required)

Client Name(Required)

First Last

Co-Borrower(Required)

Co-borrower Name(Required)

First Last

Email(Required)

Phone(Required)

Preferred method of contact(Required)

Call

Text

Is the client actively shopping?(Required)

Yes

Is the client under contract?(Required)

Yes

Price range or budget(Required)

Referral Notes

Use this field to provide a brief overview of the client’s situation. Include anything that will help our loan team understand where the client is in their homebuying process. Share the expected timeline to purchase and any important context, preferences, or details that may support a smoother follow up and stronger client experience.

Client Notes