Managing Your HomeLight Profile
HomeLight Buy Before You Sell
HomeLight Cash Offer™
HomeLight Closing Services
HomeLight Listing Management
HomeLight for Lenders
How Do I Remove A Referral That I'm Not Working With?
Follow these steps in your HomeLight Agent Portal.
REFERRALS > SELECT REFERRAL > STAGE > FAILED > LEAVE ANY APPLICABLE NOTES > DONE
From the dashboard, navigate to the Referrals tab.
Select the referral you are needing to move to inactive.
In the pop-up window, use the drop-down menu under Stage.
Select the "Failed" stage.
Add any applicable notes and select Update Stage. You'll then scroll down to select "Done" to save changes.