HomeLight adds notes to the referral so agents can prepare for their phone call prior to contacting the client.
How it Works
- When claiming a HomeLight referral, there may be additional notes for you to review before connecting with the client.
- You can select the drop down to see these notes regarding your new referral.
- Review these additional notes before claiming so you have a better understanding of the clients needs and where they are in the process.
Mobile App View
Desktop View
Types of Notes
- Probate - This client is selling a property in probate
- First-Time Home Buyer - This client is a first-time home buyer
- Selling for Someone Else - This client is transacting on behalf of someone else
- Selling for a Family Member - This client is transacting on behalf of a family member
- Relocating - This client is relocating to a new market
- Language - This client requires a language other than English
- Foreclosure - This client is in foreclosure or undergoing a short sale
- Listed Home - This client's home is listed
- Home Valuation - This client is looking for a home valuation
- Cash Offer - This client was initially looking for a cash offer, but is interested in speaking with an agent in regards to their home sale
- Investor - This client has already been introduced to an investor, but also wast to speak to an agent regarding their home sale