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

      Warm Transfers

      Our Warm Transfer program was built for agents to connect more effectively with potential clients while they’re live on the phone! 

      How it works

      • When a HomeLight Advisor has a client on the phone who is interested in speaking with an agent right away, the advisor will initiate the Warm Transfer Process.
      • 3-5 eligible agents will be notified about the referral opportunity by app notification and text message.
        • Once you download the HomeLight mobile app, enable push notifications so you don't miss out on a Warm Transfer opportunity!
      • The first agent to claim the Warm Transfer will be connected to the client.
        • Please note: the HomeLight mobile app will provide you crucial referral details so your initial contact will be more informed.

      Fast response time is a critical factor in successfully closing online referrals. Contact referrals immediately and improve your chances of working and closing a Warm Transfer referral.

      Opt-In to Warm Transfer

      How to Accept a Warm Transfer 

      Connecting to a HomeLight referral via Warm Transfer is easy! 

      1. Swipe the push notification to open the HomeLight mobile app or your text messaging app. 
      2. Review the referral details and tap the link in the text message or button on the mobile app to dial into the Warm Transfer line. 
      3. After a brief hold, you will be connected with a HomeLight Advisor to brief you on the client's needs. 
      4. The HomeLight Advisor will connect you to a three-way call with the client.

      Update the Referral after the call

      After hanging up with the Warm Transfer referral, open your mobile app and update us on how your call went! 

      • To update the status of your referral, find the client's name in your "Referrals" list, and select the appropriate responses. 

      FAQs

      If I miss the Warm Transfer, can I still receive the referral? 

      • If you were not the first agent to respond, you might still have an opportunity to receive the referral. Once the winning agent concludes the Warm Transfer call, up to two additional agents will be introduced to the client.

      I didn't receive the call when attempting to claim the Warm Transfer.

      • Make sure you are signed in to your personal HomeLight account, and to save the HomeLight phone numbers that will contact you to claim your referral, (415) 985-1909 and (415) 855-3933. If you have additional questions on how to claim a Warm Transfer via Digital Call please visit out Digital Call Claiming Help Desk Article.

      I accepted the Warm Transfer but no one was on the line.

      • If a client is unavailable to speak at the moment, the Warm Transfer process cannot be reversed, which may result in a silent line. However, you will still have the chance to accept the referral through the standard process if it is sent to you.

       

      Don't have the HomeLight App? Download the iOS version here and the Android version here.