HomeLight's Agent Help Center

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HomeLight's Agent Help Center

HomeLight Referrals

HomeLight Referrals

Optimize the management of your HomeLight referrals.

Claiming Your Referrals

Lead Routing and Broadcast Claiming

Warm Transfers

Claiming Over A Phone Pin

Agent Introduction Over Text

Digital Call Referrals and Warm Transfers

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Managing Your HomeLight Referrals

Closing a HomeLight Referral

I received a badged Buy Before You Sell referral. What now?

How to integrate your CRM with HomeLight

How Do I Export My Referrals?

How Do I Filter for Type of Referral?

How Do I Filter For URGENT Deals?

How Do I Filter For A Certain Referral Stage?

How Do I Clear Filters?

How Do I View My Messages From Clients?

How Do I Update A Referral?

I have a signed listing agreement with a HomeLight referred client. What now?

Why Do I Need To Update HomeLight on The Status of My Client Referrals?

Importance of a Quick Response to Referrals

What Is A Guaranteed & Non-Guaranteed Referral?

What are the stages of a HomeLight Referral?

Submitting a referral agreement

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Product Features & Updates

Referral Agreement Changes

Washington Referral Agreement Changes

Arizona, California, Colorado, Florida, Illinois, and Texas Referral Agreement Changes

Enable Preferred Location Zip Codes

Adding Your MLS Board and Identifier Number

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Referrals That Are Not A Good Fit

I've Already Been In Contact With A Client Prior To HomeLight Referring Them To Me

HomeLight Sent A Referral That Is Not A Good Fit. What Now?

What Happens If I Do Not Respond To A Referral?

How Do I Remove A Referral That I'm Not Working With?

Team Referrals

How Do I View My Team Member's Referrals?

How Do I Reassign A Referral From One Team Member to Another?

How Do I Assign A Referral To A Team Member?