TradeEngage Playbook
TradeEngage is the referral workflow and payments platform built exclusively for home services. We turn every trusted service and relationship into momentum, keeping money in the pockets of the home service ecosystem and your community. We remove the friction in making a referral, while redistributing lead costs to techs, CSRs and customers.
Local B2B Referrals
Build peer-to-peer referral partnerships with Neighborly and other companies across appliance retailers, carpet cleaning, roofing or any home service
Extend relationships to your techs, CSRs and other teams so they can refer and earn with instant payouts
National Partnerships
TradeEngage integrates into the call centers of national companies like All My Sons Moving & Storage, Nell Home, Repipe Specialists and more
Leads from these call centers are automatically sent to your local franchise and available only to paid members
Customer Referrals
Enable your customers to refer you to their friends and family
Send email and SMS campaigns to customers after a completed service
Instant affiliate links for all customers to post on social media
Performance-based rewards with instant payouts or gift cards
Home Inspection Solution
TradeEngage's Home Inspection Solution automatically scans every HouseMaster inspection report using AI, extracting defects and categorizing them into actionable service referrals across 50+ trade categories. Seven days after the home closes, buyers receive a personalized HomeHub Concierge portal with prioritized service needs, cost estimates, and direct connections to Neighborly providers. The entire process runs automatically through HouseMaster Cloud with no workflow changes for inspectors.
Home Inspection Solution for HouseMaster
From inspection to homeowner referral — fully automated. Once you set it up, referrals to and from your local network of providers flow seamlessly.
Step 1: Inspector Completes the Inspection
Inspector completes the inspection in HouseMaster Cloud — nothing changes for their workflow.
Step 2: Report Sent to TradeEngage
HouseMaster Cloud sends the report to TradeEngage automatically via secure webhook.
Step 3: AI Analyzes the Inspection Report
TradeEngage's AI pipeline analyzes the report Summary — categorizing by trade, assigning urgency levels.
Step 4: Email Notification Sent to Homeowner
The homeowner receives an email notification asking them to provide their property closing date so their personalized HomeHub Concierge can be prepared.
Step 5: HomeHub Concierge Delivered
7 days after their closing date, the homeowner receives an email notification to activate their Home Hub Concierge — their personalized checklist of service requests.
Step 6: Inspector Earns
When a service is requested, it is sent as a lead to one of your trusted home service providers. They'll pay you for the referral and send referrals back in return. Don't want to earn referral fees? Opt out!
The HomeHub Concierge Experience
Homeowners can view all the services identified from their inspection report. For each service, they can Approve, Delay, or Decline. When they approve a service, it is sent as a lead to the recommended partner.
Organized Service Needs
Every service need from their inspection, organized by service
Urgency & Cost Estimates
Job descriptions with urgency tags and cost estimates
Report Page Links
Direct links back to the relevant report pages and images
Trusted Neighborly Providers
Connected Neighborly providers with response times and ratings
Approve, Delay, or Decline
Homeowners take action on each service. When they approve, it's sent as a lead directly to the recommended partner.
Exclusive Promotions
Exclusive promotions for HouseMaster customers
What Does Each Franchise Owner Need to Do?
TradeEngage is easy for HouseMaster franchise owners to maximize their relationships with realtors and homeowners, plus get more leads from local home service companies, their teams of service professionals and CSRs, and customers.
Referral Fee Preference
Do you want to receive referral fees? If you select no, you will not receive referral fees and a badge will be displayed on your profile indicating you opt out.
For homeowner referrals sent to you, how much do you want to pay a local service professional or CSR to thank them for the lead?
For homeowner referrals sent to you, how much do you want to pay a local service professional or CSR to thank them for the lead?
Customize Your Communications
- When should the homeowner receive Home Hub Concierge access?
- When do you want to ask them about their closing date?
- How many days after the closing date should the report become available?
Build Your Network
What local home service companies do you want to be in your referral network? Choose the trusted providers you want to recommend to your homeowners.
These home service companies, their teams and their customers will also be able to refer homeowners needing inspections to you.
Build Your Referral Network
Recommended Partners for HouseMaster
The most successful home inspection companies don't just identify problems — they connect homeowners with trusted service providers who can solve them. Your referral network should include trades that naturally follow from inspection findings, so every report becomes a revenue opportunity
Realtors
Realtors recommend you for inspections, and you refer their clients to service providers for issues found in the report
Electrical
Outdated panels, faulty wiring, and code violations drive high-value referrals to electrical contractors
Plumbing
Leaking fixtures, aging water heaters, and pipe condition issues appear in nearly every inspection report
Pest Control
Wood-destroying insects and pest activity are standard inspection findings. A natural referral partner for every report that flags termite damage or wildlife entry points
Start Getting Referrals
What Does It Cost for Neighborly?
We offer transparent pricing designed to ensure annual referral network dependability while maintaining the flexibility of monthly billing—no hidden costs, just predictable ROI.
Pricing for HouseMaster Owners
- Single price for all continuous franchise IDs
- Annual commitment paid in monthly installments
Unlimited Referrals
Unlimited Users
National Accounts
Referral Challenges
POS / ServiceTitan Integrations
How to get TradeEngage for free
Offset your marketing costs fees by referring out jobs your team can't take on. The "Technician Split" allows you to control the percentage of referral fee earnings your team members keep vs. what returns to the company. Use our calculator to determine how many referrals your team needs to make!
Onboard to TradeEngage
Implementing TradeEngage takes less time than training a new employee, and the return on that investment begins immediately. Our streamlined onboarding process starts here.
Complete Onboarding
Time Required: 5 minutes
Join TradeEngage and set up your company profile and start connecting with local partners.
Customize Your Settings
Time Required: 5 minutes
Opt out of referral fees, if you prefer, and customize your communication to homeowners
Set Up Your Customer Referral Link
Time Required: 10 minutes
Set up SMS and emails to send to customers after a completed job or enable your customers to post on social media. They can refer friends and family from you or your partners.
Dedicated TradeEngage Support
Ready to eliimnate customer acquisition cost and maximize earnings? Our dedicated support team ensures your success with comprehensive assistance throughout onboarding, training, and daily operations, helping you maximize value from the TradeEngage platform.
Book a Demo
Experience a personalized demo tailored to your trade.
Common Questions
See a list of common questions and best practices.
Email Support
Get partnership and strategy optimization advice.