1. Click here to log into your HomeLight Agent Portal, or select “Log In” on our homepage
2. Once logged in select Profile located in the top right corner of the page. Within your profile select Add/Manage found on the top right-hand side of the Selected Real Estate Transactions section
3. The upload page has instructions and a place to upload your closed transactions. It's important that you format the spreadsheet the correct way. Below is a detailed breakdown of what is needed. If you need assistance, you can email [email protected] with your spreadsheet attached.
4. Download the closed transaction template (at the bottom of this article/page). If you are bulk exporting from an MLS site, you will need to copy and paste the spreadsheet columns into HomeLight's template. All Headers must be present, regardless of whether the data is optional.
5. The transaction up-loader will only process spreadsheets with a 500-row maximum. If you are trying to upload more than 500 transactions, you will need to split your transactions into multiple spreadsheets and upload several times.
6. Once your transactions have been uploaded, or if you have any issues, please reach out to your Homelight Account Manager. If you are a brand new agent, you'll wanna reach out to [email protected]. They will then assist you with getting your transactions verified. Verification details can be found here.
*Please note you must have a minimum of 15 verified transactions from the last 2 years on your account.*
HomeLight transaction template description
|Column||Header row value||Description||Sample Values||Required or Optional|
|A||REPRESENTING||Which side of the transaction you handled||Buyer, Seller, or Both||Required|
|B||LISTING DATE||Date when the property was listed, in the format mm/dd/yyyy||9/15/2015||Required|
|C||SELLING DATE||Date when property closed, in the format mm/dd/yyyy||10/31/2016||Required|
|D||ORIGINAL LISTING PRICE||Original listing price||$555,555, 222222||Required|
|E||SELLING PRICE||Final selling price||$555,555, 222222||Required|
|F||PROPERTY TYPE||Type of property involved in transaction||single_family, condo, townhome, tic, mobile_home, or other||Required|
|G||ADDRESS1||Primary property address||123 Main St||Required|
|H||ADDRESS2||Additional address info on property||Unit #2, Lot 133||Optional|
|J||STATE||State abbreviation||TX, CA, NY||Required|
|K||ZIPCODE||5 digit zip code||12345||Required|
|L||MLS||Name of MLS that this transaction was reported in||Optional|
|Q||OTHER AGENT'S NAME||Optional|
|R||OTHER AGENT'S OFFICE||Optional|
|S||OTHER AGENT'S LICENSE NUMBER||Optional|