Managing Your HomeLight Referrals
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      1. HomeLight's Agent Help Center
      2. HomeLight Referrals
      3. Managing Your HomeLight Referrals

      How Do I Update A Referral?

      REFERRALS > SELECT REFERRAL > STAGE > LEAVE ANY APPLICABLE NOTES > DONE

      Step 1

      From the Dashboard, navigate to the "Referrals" tab on the top-right side.

      Step 1


      Step 2

      Select the referral you're looking to update.

      Step 2


      Step 3

      Select the current stage of the referral.

      Step 3


      Step 4

      Leave any applicable notes and click on the Update Stage button.

      Step 4


      Step 5

      Select "Done" when complete.

      Step 5
       

      FAQs

      I have a referral in the Failed stage but need to re-activate it, how can I update a Failed referral?

      • In order to update a referral from the Failed stage back to the previous active stage, you will need to reach out to our support team, kindly submit your request here.