Connecting with the Client on HomeStory Pro App

After accepting a lead:

1. You'll receive more detailed client information, including:
   • Comprehensive property preferences
   • Referring program lender
   • Additional comments (if provided)
2. You can track the time remaining to make initial contact with the visual countdown timer in the app.
3. Use the "Call Contact" button in the app to place the call.
4. Our system will automatically connect you with the client when you call through the app.

Best Practices for Initial Client Engagement

HomeStory Pro users who follow these guidelines see a 20% increase in close rates:

• Respond quickly – Speed to lead is critical for successful engagement. The faster you respond to new referrals, the more likely you are to make contact and build rapport.
• Review client details thoroughly before calling so you can personalize your conversation. Be sure to mention the referring lender during your first conversation.

• Update the lead status immediately after your first contact attempt, regardless of outcome.
• Schedule a follow-up directly in the app if you don't connect on the first attempt.

Pro Tip: Follow this script when introducing yourself to HomeStory referrals.
"Hi [Client Name], this is [Your Name] with HomeStory. I'm calling because [Lender Name] referred you to our program for your home [buying/selling] needs in [Location]. I'd like to confirm a few details with you to make sure I understand what you're looking for. Also, I wanted to let you know that by working with me through the HomeStory program, you qualify for our cash back reward of up to $9,500 after closing. Do you have a few minutes to chat about what you're looking for in a home?"

Frequently Asked Questions

How are leads distributed to agents?

Leads are distributed based on several factors, including your location, Network Rank, responsiveness history, and professional experience. Maintaining a high Network Rank improves your chances of receiving more leads.

What happens if I miss the 10-minute window to accept a lead?

If you don't respond within the 10-minute window, the lead will be offered to another agent and you’ll be informed of the missed opportunity. Consistently missing lead opportunities will affect your Network Rank. 

Can I see who referred the client to HomeStory?

Yes, referral source information is available in the details you receive about the client opportunity, including referring lender and assigned loan officer (if the client was invited to the program by their loan officer).

How should I introduce myself to the client?

When connected, identify yourself as a HomeStory partner agent. The client will be expecting your call since they've already engaged with HomeStory, or their loan officer explained the program to them.