Referral Screening Worksheet for Real Estate Operations Businesses

Short answer

Yes, there is a referral screening worksheet specifically designed for real estate operations businesses to help you qualify potential referrals against SourceX's baseline criteria. This worksheet covers critical factors like company size, location, data licensing rights, and operational history.

Referral Screening Worksheet for Real Estate Operations Businesses: overview of Why Use This Worksheet?, Real Estate Operations Referral Screening Worksheet
Covered on this page: Why Use This Worksheet? · Real Estate Operations Referral Screening Worksheet

As a consultant in property operations, you understand the value of well-managed data. SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. If you know US-based real estate operations businesses that could benefit from licensing their data to AI labs and data buyers, our referral program offers you a share of SourceX's fees.

To help you identify strong potential referrals, we've developed a screening worksheet based on our program's baseline company profile. This ensures you focus on companies that are most likely to succeed in the SourceX ecosystem.

Why Use This Worksheet?

This worksheet is built on the specific criteria that make a company eligible for the SourceX platform. By pre-screening, you can increase the quality of your referrals and your potential to earn rewards. Remember, partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, up to $100,000 cumulative per company.

Real Estate Operations Referral Screening Worksheet

Use this checklist to evaluate potential real estate operations businesses before making a referral. Each point confirms a key aspect of SourceX's referral criteria.

CheckpointConfirmsYour Notes / Status
:-------------------------------------------:----------------------------------------------------------------------------:------------------
1. US Company BaseThe company is headquartered and primarily operates in the United States.
2. 50+ Full-Time Employees (Peak)The company has employed at least 50 full-time employees at its peak, excluding contractors.
3. Years of Operating RecordsThe company has established and consistent operational records over several years, indicating a stable and mature business.
4. Rights to License DataThe company possesses the necessary legal rights and authority to license its operational data. This is crucial for any data transaction.
5. Authorized SponsorThere is an identified, authorized individual within the company willing and able to champion the data licensing initiative.

How Each Check Confirms Eligibility

  • US Company Base: SourceX currently focuses on facilitating data transactions for US companies, streamlining compliance and operational processes.
  • 50+ Full-Time Employees (Peak): This size indicates a level of operational maturity and data generation scale that is typically of interest to AI labs and data buyers. It suggests robust internal systems and a significant volume of data.
  • Years of Operating Records: A long operating history provides a rich dataset over time, which is often more valuable for training and validating AI models. It also implies business stability.
  • Rights to License Data: This is fundamental. SourceX only facilitates transactions where the data provider has clear and undisputed rights to license their data, ensuring legal compliance and smooth operations.
  • Authorized Sponsor: A dedicated internal champion is vital for driving the process forward, providing necessary information, and securing internal approvals, leading to a successful engagement.

By systematically reviewing these points, you can quickly determine if a real estate operations business is a good fit for a SourceX referral. This methodical approach not only saves time for you and your potential referral but also aligns with the criteria for earning your referral reward.

Refer a company · How rewards work

  1. Step 1Share your linkSend your personal link to a company you know.
  2. Step 2Company appliesThe company applies itself at /apply.
  3. Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
  4. Step 4You get your rewardYour share of SourceX fees becomes payable.

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By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09

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