SETTINGS > HISTORICAL TRANSACTIONS > UPLOAD FILES
HomeLight’s algorithm uses transaction data to match buyers and sellers with real estate agents.
To maximize your chances of receiving referrals, you must ensure that your past 1-3 years of transaction history are uploaded and verified.
There are two ways to add transactions:
- If you have several transactions to add, we recommend using the upload spreadsheet tool inside your agent portal. Bulk Upload
- If you have a small number of transactions to add, you can add each of your transactions individually through the single upload transaction tool inside your agent portal. Single Upload
Regardless of which method you use, keep in mind the following:
- We ask that you only upload residential sales transactions. You should not add rental, commercial, or land transactions.
- You’ll need to provide supporting evidence that our team can use to cross-verify the transaction data you add. Verification examples could include a link to your sold listings on the MLS, your personal website, or a screenshot or PDF of your production report.
Uploading Transactions to HomeLight
To get started, you will need to gather the required information. Each transaction requires the following details:
- Which side of the transaction you represented (buyer, seller or both)
- Property type
- Full Property Address
- Original Listing Date and Price
- Selling Date and Price
Note: If you are licensed in a nondisclosure state, this information is still required but will not be displayed publicly.
Once you have gathered the required information, download the template spreadsheet. This is the spreadsheet you will use to compile all of your transactions.
- The template spreadsheet contains a header row. Do not make any changes to this row or any of its contents.
- Next, begin entering your transaction data. Ensure that you don’t skip any rows, and all fields are formatted correctly.
- Columns A through K are required for each transaction. The remaining columns are optional, but you must leave the header rows intact. You are encouraged to fill out as many of the columns as possible.
- Once you are done, save the file in CSV format.
Use the “Upload spreadsheet” button to upload the file. You’ll also be required to upload your verification evidence.
If there are any problems with the spreadsheet or verification you provided, you will receive an email with further details. Otherwise, you will receive a confirmation email confirming that your transactions have been successfully verified. Once your transactions are verified, they will immediately be included in our referral-matching algorithm.