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?

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

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.