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

      Stages of a HomeLight Referral

      Keeping your referrals up to date in your HomeLight agent portal is vital for future referral opportunities. The agent portal offers a variety of stages to keep your referrals up-to-date and accurate.

      Stage Updates and Definitions

      Left Voicemail

      This stage is for any referral you have not yet connected with. This includes leaving a voicemail, sending a text and sending an email.

      Connected

      This stage is for once you've successfully connected with a client. This can be via phone call, text or email. 

      Meeting Scheduled

      You've secured an upcoming in-person meeting with the client. Let us know when the meeting is scheduled for. 

      Met With Person

      You've had a successful meeting with the client. 

      Coming Soon

      You have a signed listing agreement with the client, but it's not yet on the market. Update the referral to Coming Soon and note the list date. The system will automatically update the referral to "Listing" on the set date. 

      Making an Offer

      You are helping your client purchase a home and sent an offer on the home.

      Listing

      Your referral is active on the market. 

      In Escrow

      You are under contract with the home. Once you select this stage, you'll be prompted for the sale price and close date. Once saved, the system will automatically send you the closing documents. 

      Closed

      Update to this stage once the property has successfully closed. 

      Failed

      This referral was not a good fit, you're no longer working with them or you are no longer reaching out to the client. 

      FAQs

      Can I move a referral back a stage?

      • No, once a referral moves forward in stages you cannot go backwards. For example, if you initially connect with a client but then later receive a voicemail when trying to connect again you cannot update the referral to Left Voicemail, instead, just leave a note on the referral.

      I've paid HomeLight for a Closed referral, why is it still in the Closed status?

      • Congratulations on your successful close with a HomeLight referral! Once our closings team receives the payment, the stage will be updated for you to Closed-Paid and can be viewed in your Closed referrals filter.

      How do I update a referral?

      • For step-by-step instructions on how to update a referral, please review our help desk article here.

      The referral is In-Escrow and need to change the status back to Listing or Making an Offer, what do I do?

      • No problem! Please email our closings team with the update at closings@homelight.com. They will be able to assist you in making the stage update on your referral.

      I'm not currently working with a client but don't want to move them to Failed.

      • If you are still doing outreach to connect with a client it is recommended to keep them in the current active stage and leave notes on the referral of your updates.

      I have a Failed referral that I'm now working with, what do I do?

      • Referrals in the Failed stage can always be moved back to an active status! You can update the stage back to your last active status and progress the stage as needed.

      I Failed a referral, do I still owe HomeLight a fee?

      • All claimed referrals are subject to a referral fee per your agreement should you move forward with the client. If you successfully close a HomeLight referral that is in the Failed stage, a referral fee is still owed.