Managing Referrals on HomeStory Pro App

Making Status Updates

Introduction

HomeStory Pro makes it easy to manage all your HomeStory referrals in one streamlined hub, allowing you to meet network expectations and boost your Network Rank. This guide will show you how to efficiently work with your HomeStory client referrals while on the go.

Viewing Your HomeStory Referrals

1. Tap the second "Referrals" icon at the bottom of your screen.
2. View all your current HomeStory referrals in a single organized list.
3. Use the filter dropdown in the top-right corner to sort by status:
   • All
   • On Hold
   • Active
   • Pending
   • Closed
   • Inactive

Managing Referral Information

When you tap on a specific referral, you'll see their complete profile, including:

• Contact details (phone, email)
• Property preferences (buying/selling intent, location, price range, timeframe, etc.)
• Notes from previous conversations
• Current status and history
• Assigned loan officer information (name, contact)
• Escalation paths (Requesting support on your client)

Updating Client Statuses with a Single Tap

One of HomeStory Pro's biggest time-savers is the ability to update client statuses instantly:

1. From the client profile, tap the blue "Update Status" button at the top of the screen.
2. Select the new status from the available options.
3. Add any relevant details or notes about the customer’s status.
4. Tap "Submit" to save and sync the change across all platforms.

Common Pitfalls and How to Avoid Them

Missing Critical Notifications

• Ensure notifications are enabled in your device settings.
• Set your notification tone to something distinctive.
• Configure priority settings for HomeStory Pro notifications.

Delayed Follow-Ups

• Use the app's built-in reminder system to schedule follow-ups.
• Create saved responses for common follow-up scenarios.
• Set up automated check-in reminders at the 3, 7, and 14-day marks.

Inconsistent Status Updates

• Update status immediately after client interactions.
• Use voice commands to add notes while driving between appointments.
• Review your client list at the end of each day to ensure all statuses are current.

Remember: Status updates are required weekly for your HomeStory clients.

Frequently Asked Questions For HomeStory Pro App

Are all my HomeStory referrals automatically loaded into the app?

Yes, all your referrals from the HomeStory Portal are automatically synced with the app. There's no need to manually import or transfer information.

How quickly do status updates sync between the app and the Portal?

Status updates sync almost immediately, typically within 30 seconds, assuming you have a stable internet connection.

Can I add non-HomeStory clients to the app?

Currently, HomeStory Pro is focused on helping you manage your HomeStory referrals efficiently. While the app doesn't support adding external clients at this time, we're always evaluating new features based on agent feedback to make the app more valuable for you.