Agent Generated Referrals

USAA AGENT GENERATED REFERRALS

REQUIRED INFORMATION

Referral Type: Homefinding Listing Both

Customer/Member Name:______Spouse Name:______USAA Member#: ______Address:______Contact Numbers:______

Optional Information Email Address:______Comments:______

*Instruct members NOT to call USAA Mortgage to register themselves*

USAA Member AGR: A customer Must have a current USAA # to be eligible to participate in the MoversAdvantage program. Be advised that not all military personnel are automatically USAA members. USAA requests that you do not actively solicit and do not attempt to register a non USAA member in the MoversAdvantage program. Please do not register the referral with the program until you are confident that the customer is a USAA member and has a member #. USAA advised that if a customer expresses his desire to become a USAA member, and to participate in the program, please direct the customer to WWW.USAA.COM. Once the customer has officially become a USAA member, please register the lead accordingly.

Thank You