My referral closed, now what?

Congratulations on the closing!
 
It is very important that all closed leads are updated in our system. In order to update a closed referral, please log into your HomeLight Agent Portal here or log into the HomeLight mobile app. Select the client name, choose the "We've closed escrow" or "We are in escrow" button, and enter all required information regarding the transaction.
 
Once the closed referral is updated in our system we will automatically send out an email to the agent. (Please see our email example below)
 
We see that the [CLIENT NAME] referral is under contract - Great work!
 
Please confirm the closing details you provided below. If these fields are blank, please reply to this email with the corresponding information:
 
Estimated close date: 
Sales Price: 
How will the funds be sent (Wire, FedEx, USPS)?: 
 
Payment instructions and W-9 are attached. If you will be sending funds via FedEx - We will send you a FedEx label 1 week before closing. We look forward to working with you on future referrals!
 
Best,
HomeLight Closing Team
(480) 401-1682
 
Below are the three payment options, listed in order of convenience:
1. Wire - We greatly prefer this fast and efficient payment method
2. FedEx - Upon request, our closings team will email you a pre-paid FedEx label
3. USPS - We ask that you try using one of the options above before sending payment via regular mail
 
For additional convenience, we have attached a copy of our W-9 and payment instructions.
 
W-9
Payment Instructions
 
If you have any questions or need assistance please reach out to our closings team direct at [email protected]
 
 
Have more questions? Submit a request

0 Comments

Article is closed for comments.