- Option 1- On your initial phone call to the client, using the HomeLight provided pin number, the recorded message will prompt you to accept or decline the referral. Simply select "Decline."
- Option 2 - When you first get matched we will send you an email. In the "New Referral" email select the "I am unable to work with this client" option. Click here to see a screenshot detailing where you can find this link.
- Option 3 - Log in to your HomeLight Agent Portal and click on "Leads". Once there, select the correct referral and click the "decline" button.
*If you have already connected with the client (Left V/M, Spoke on the phone, etc.), select the "I will not be working with the client" button. To see an example, click here.*
Please note: If you are declining a referral due to the client being outside of your service area or because this client is not a right fit please review this article on how to update your settings and make sure these leads no longer come your way.
For assistance with any additional questions please reach out to your account manager or email@example.com.