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

      Digital Call Claiming

      HomeLight can now directly introduce and connect you to your referral or a Warm Transfer via phone call without the need for dialing a phone number and entering a unique PIN.

      Claiming a Referral

      1. HomeLight sends you a direct Email, Push Notification through the app, or SMS to notify you of the opportunity to connect with your new HomeLight referral.
                       

      2. Once you select the link within the Email, Push Notification, or SMS, you will be redirected to either the HomeLight Web Portal or Mobile App to continue the claiming process. (Web Portal or Mobile App).
                                             Mobile Version                          Web Version
                                   

      3. When in your portal, select “Call me to Claim Referral” to accept the HomeLight referral. This will allow our system to initiate a call directly to you, making the referral-claiming process easier!
                                       

      4. After you accept the phone call from HomeLight, the referral will be claimed, allowing you to reach out to the client directly to connect. After you complete the call, additional information on the client will be sent to you via email and can be seen within your HomeLight portal.

      Claiming a Warm Transfer

      1. HomeLight sends you a Push Notification through the app, and SMS to notify you of the opportunity to connect with your new HomeLight referral.
      2. Once you select the link within the Email, Push Notification, or SMS, you will be redirected to either the HomeLight Web Portal or Mobile App to continue the claiming process. (Web Portal or Mobile App).
                                Mobile Version                                    Web Version
                      .       
      3. When in your portal, select “Call me to Claim Referral” to accept the HomeLight referral. This will allow our system to initiate a call directly to you. After connecting with the client you will be directed to update how the conversation went.
                     
      4. If you miss the Warm Transfer opportunity, you will be notified that the referral was already claimed and is no longer available.
                             Mobile Version                                              Web Version
                                   

      FAQs

      How can I update my phone number before claiming the referral?

      • Once you select the link and get redirected to the HomeLight platform to claim the referral, select the “Not your number” link to update your contact information.

      The referral is not a good fit, how can I decline?

      • Once you select the link and get redirected to the HomeLight platform, click the “Decline Referral” button.

      I am unable to receive the phone call, what should I do?

      • If you are unable to receive a phone call within 20 seconds, you will be given the option to initiate another call by clicking the “Call me again” button. If you are unable to receive a phone call during the second attempt, a phone number and PIN will be provided.

      Can a member of my team accept the referral?

      • Yes, they can. You will receive a message if your team member happens to claim the referral first.

      I'm not receiving the phone call to claim my referral, what should I do?

      • Make sure you are signed in to your personal HomeLight account, and to save the HomeLight phone numbers that will contact you to claim your referral, (415) 985-1909 and (415) 855-3933. If you experience issues receiving the call after two tries, don't worry, the system will give you a phone number and a PIN to claim.

      How do I claim a Warm Transfer via Digital Call?

      • The HomeLight system will send you a notification of a Warm Transfer referral via text message and through the HomeLight App. After opening the notification, select the "Call me to claim referral" button to successfully get connected with the client waiting for you on the live call.

      I wasn't able to claim the Warm Transfer, what happened?

      • Warm Transfers are extremely time sensitive HomeLight referrals, 3-5 eligible agents will be notified about the opportunity from the HomeLight Mobile App and by text message. If you did not successfully claim a Warm Transfer opportunity, up to two additional agents will receive the referral after the winning agent claims via Warm Transfer, giving you the chance to still connect with the client. 

      How do I make sure my team members are notified of a Warm Transfer?

      • You can add up to 2 additional team members (including the fallback agent) under Lead Routing to receive referral notifications. To ensure they receive these notifications as well as other notifications it is imperative to be signed in to your own HomeLight account and update your email and cell phone number. Additionally, saving our phone numbers is needed to ensure the call goes through. (415) 985-1909 and (415) 855-3933.