1. Click here to log into your HomeLight Agent Portal, or select “Log In” on our homepage
2. Once logged in select Profile located on the top right corner of the page. Within your profile select Add/Manage found on top right hand side of the Selected Real Estate Transactions section
3. The upload page has instructions and a place to upload your transactions. It's important that you format the spreadsheet the correct way. Here are more detailed instructions on how to do it. If you need assistance, you can email email@example.com with your spreadsheet attached.
4. Download the 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.
5. Things to keep in mind:
- The transaction up-loader will only process spreadsheets with a 100 row maximum. If you are trying to upload more than 100 transactions, you will need to split your transactions into multiple spreadsheet and upload several times.
- We only require agent information for 1 side of the transaction. If you were the selling agent for a transaction, fill in your license number, name and office into the seller agent license number, seller agent name and seller agent office cells. You can leave all the buyer's agent cells blank.
HomeLight transaction template description
|Column||Header row value||Description||Sample Values||Required or Optional|
|A||STATUS||Current listing status||Closed, sold||Required|
|B||LISTING DATE||Date when property was listed, in format mm/dd/yyyy||9/15/2015||Required|
|C||SELLING DATE||Date when property closed, in 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||TYPE||Type of property, either residential or commercial||Residential, commercial||Required|
|G||PROPERTY TYPE||Type of property involved in transaction||single_family, condo, townhome, tic, mobile_home, or other||Required|
|H||ADDRESS1||Primary property address||123 Main St||Required|
|I||ADDRESS2||Additional address info on property||Unit #2, Lot 133||Optional|
|K||STATE||State abbreviation||TX, CA, NY||Required|
|L||ZIPCODE||5 digit zipcode||12345||Required|
|M||BUYER AGENT NAME||Required|
|N||BUYER AGENT OFFICE||Required|
|O||BUYER AGENT LICENSE NUMBER||Keller Williams||Required|
|P||SELLER AGENT NAME||Required|
|Q||SELLER AGENT OFFICE||Required|
|R||SELLER AGENT LICENSE NUMBER||Sotheby's International||Required|
|S||MLS||Name of MLS that this transaction was reported in||Optional|
|T||MLS NUMBER||The unique ID the MLS assigned this transaction||Optional|
|U||CLIENT NAME||Name of your client, used for verification.||Clark Kent||Optional|
|V||CLIENT EMAIL||Email address of your client, used for firstname.lastname@example.org||Optional|