Introduction

Lofty and HomeLight have partnered to create a seamless way to provide Cash Offers and Trade-In services to HomeLight-certified agents using Lofty. Lofty and HomeLight’s integration will allow for users to easily send leads from the Lofty platform to HomeLight to kick off the qualification process.

*IMPORTANT: Please note that the availability of this integration is limited to a closed-beta group at this point in time. If you are interested in having your name added to the list of potential participants, please reach out to Lofty Support (support@lofty.com).

Summary

• Video Overview
• Integration Setup
• How it Works
  • Submit Cash Offer
  • Submit Trade-In
  • What Happens Next
• Lead Eligibility and HomeLight Help Center

Video Overview

Integration Setup

To connect HomeLight to Lofty, simply navigate to Settings > Integrations > HomeLight > Connect. Alternatively, you can go to Lofty Marketplace > Cash Offer/Trade-In > Connect.

This will then walk you through the necessary steps to log into your HomeLight account and authorize Lofty to have access.

*IMPORTANT: This integration will only be visible to you if you have been added to the closed beta list for participation.

How it Works

To utilize the integration, first, navigate to the lead profile of a lead that you would like to send to HomeLight for the Cash Offer or Trade-In program. 

Click on the Quick Action Menu and then select the HomeLight program you are looking to use. The HomeLight options that are displayed will depend on the lead type as follows:

Once you have clicked either the Submit Cash Offer or the Submit Trade-In option, you will be presented with a pop-up asking you to verify the information that you would like to submit to HomeLight. The next steps will be as follows:

Submit Cash Offer

The following fields are required when submitting a lead to the HomeLight Cash Offer program:

• Lead Info
  • Name
  • Email
  • Phone Number
• Property Info
  • Property Price
  • Property Type
  • State

Submit Trade-In

The following fields are required when submitting a lead to the HomeLight Trade-In program:

• Lead Info
  • Name
  • Email
  • Phone Number
• Property Info
  • Property Price
  • Property Type
  • Street
  • City
  • Zip Code

These fields are optional:

• Property Info
  • Timeline
  • Condition
  • Year Built

What Happens Next

1. After a lead is successfully submitted to HomeLight, a confirmation email will be sent to you and your client. This will include an invite to schedule a meeting with the Client Advisor to learn more about the program
   
2. To proceed, your client will need to schedule a meeting with their Client Advisor and yourself. Please ensure they do so using the link HomeLight emailed them.

Lead Eligibility and HomeLight Help Center

The eligibility requirements for HomeLight’s products can be found in these articles:

• HomeLight Cash Offer Eligibility Requirements
• HomeLight Trade-In Eligibility Requirements

Reference HomeLight’s Agent Help Center articles to find answers to your product questions:

• HomeLight Cash Offer Help Center
• HomeLight Trade-In Help Center

Questions?

Contact the HomeLight Team

Complete this form and someone from the HomeLight team will contact you as soon as possible: https://homelight.typeform.com/to/NblKgfzK

Contact Lofty

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.