PrimeStreet Portal

Here are some things that can have an impact on how often you receive referrals:

1. Make sure your account settings are not too narrow. You can set up your price range, primary zip code and radius, hours of availability, etc. The more available you are and the wider the price range you set, the more opportunities of a referral being offered to you.

2. If you’re relatively new, it can sometimes take a couple of weeks for a new team to fully ramp up, so don't be discouraged. 

3. Lastly, make sure you select a sound notification so you hear your phone when a referral is being offered to you. Agents that tend to have their phones near them are usually faster to respond and are more successful with accepting a live referral. 

1. Click on the PrimeStreet App.
2. Click Profile.
3. Click on the toggle bar for "I Am Available."

Select the time frame for do not disturb. If you need to extend it, simply repeat these steps once your time frame has expired.

The following steps will be helpful with placing any app on snooze for your specific phone type.

Snooze an iPhone app:

Ask Siri. Say something like, “Turn on Do Not Disturb,” or “Turn off Do Not Disturb.” 

1. You can also open Control Center, then tap to turn on Do Not Disturb. When Do Not Disturb is on, it appears in the status bar.
2. To choose an end time for Do Not Disturb, touch and hold Control Center, then choose an option, such as “For 1 hour” or “Until the end of this event.” You can also tap Schedule, turn on Scheduled, then set beginning and ending times.

Snooze an Android app:

1. Pull down the Control Center by swiping down from the top of the screen.
2. If you don't see the Do Not Disturb icon, swipe down a second time to see more icons.
3. Find "Do Not Disturb" and tap it. Each tap toggles it on or off. 

Snooze is a feature we have built into your PrimeStreet app to silence any notifications in the app. The snooze feature allows you to place the app on “Do Not Disturb” for an hour, a day, or a week.

To find this feature you will need to toggle the “I am available” button off, then select your timeframe. During this time you will not receive any offers for a new referral. You will also not receive any other notifications in your app.

If the amount of snooze time needed exceeds one week, you can put yourself on snooze again when your week is up. You can also edit the days of the week or hours you are available in your settings temporarily, and then reset your days/hours when you are ready to begin receiving referrals again. We only recommend the second option if you will not be able to accept referrals for over a month.

Below are a few reasons to place your PrimeStreet app on snooze:

-You are going on vacation
-You are in a meeting where you can’t be disturbed

Below is a list of reasons when it's acceptable to remove a referral from your funnel in your app, and only after you've considered using long-term hold.

1. Working with another agent
• Client decided to work with another agent (friend, family, or associate)

2. Became unresponsive
• Client is not following back up despite multiple outreach attempts (expectation is 7 attempts - should be a combo of calls/emails/texts)
• The phone number to the client is no longer valid and he/she isn’t responding to email

3. No longer buying/selling
• Client changes their mind and doesn’t wish to buy at all/list the home
• Client only wanted a home value estimate and had no intention of selling

4. Couldn’t find home in budget
• Client did not like anything in their price range or no home is being sold in their price range at this time

5. Mortgage/Funding issues
• The client is unable to buy a home due to the following reasons: did not get approved for loan, did not have enough money for down payment, lost their job, co-signer back out, etc.

6. Doesn’t work area
• Client is looking to buy/sell outside of your coverage area. Note: You may want to adjust your zip code or radius settings.

7. Language barrier
• Client needs someone who speaks a language he/she is fluent in

8. Transaction with an iBuyer
• Client decided not to list home and took a cash offer instead

9. I am no longer with brokerage
• You do not work with the brokerage anymore

10. Duplicate referral
• You received this client from another source already (we need to be notified in 24 hours if this is the case).
• Client is located in your funnel more than once in error

Long term hold pauses a client in your app for 30 days. Within those 30 days, this client does not need to be updated every seven days. Once those 30 days have expired, you will need to update that referral again. If they still need more time before moving forward, you can place them back on Long Term Hold.

Below are a list of reasons why you should move a client to this section of your sales funnel:

• Personal Issues

• Your client had an emergency occur such as a family or health issue.

• Funding

• Your client needs a couple of months to save for their down payment.

• Credit

• Your client is working on their credit score with a program, paying off some debt and/or waiting for an updated score.

Please remember that using long term hold does not penalize your score unless it’s being abused. Placing too many clients in long term hold can hurt your agent score. We recommend that if your client does not fall under these circumstances to take a look at the removal list and remove them from your funnel.

This doesn't mean referrals are pre-approved or pre-qualified, it just means that they've gone through the PrimeStreet pre-screening process.

If they are not pre-qualified, we ask them if they are a cash buyer.

If they are not, we ask for their credit score range/bucket, and we ask if they have a down payment. Their credit score must be fair to excellent.

If they have no down payment, we ask if they are military or veteran. If they are not, we don't refer them to an agent.

Congratulations! When you close a home with a PrimeStreet referral, you must mark the opportunity as closed in your PrimeStreet app right away. You can do this by opening your PrimeStreet funnel and moving the client opportunity to the “Closed” stage.

You will then be prompted to enter information about the closing (i.e Property Address, Sale Price, Close Date, etc.). Shortly after submitting this information, you and your broker will both receive instructions via email for submitting closing documentation.

Once closing documentation is received, we will process an invoice for the referral fee and email it directly to your broker. The invoice will provide all the information needed to submit payment either electronically through our payment portal, or via a check mailed directly to our billing department at the address below.

If you have additional questions regarding billing or payments, you can reach our billing team at billing@primestreet.io.

PrimeStreet
Dominion Processing - Dept 150
PO Box 775523
Chicago, IL 60677-5523

Top PrimeStreet agents meet with more than a third of their referrals and close about 10% of referrals received.