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How to Add Clients in Bulk
Learn how to quickly and easily add a large database to your account… Step 2: Click on the Add clients button under your total client count or select the CLIENTS tab on the… Step 3: Select Add clients in bulk
How to Add Clients One at a Time
Learn how to add clients manually or one at a time… [Inline Video] Step 1: Click the Add clients button under your total client count or select the Clients… 🚨When you add clients one at a time, they should receive their first report within 24 hours
7 Steps to Set Up Your Account for Success!
Start here to set up your account, customize it, send yourself a report, and add some clients… Add Yourself as a Client Use a personal email to add yourself as a client… As long as these buttons are toggled pink, the monthly emails will automatically send to clients once
How to Add Multiple Properties to a Homeowner Profile
Add additional properties for a client… Existing clients can add a home from their Homebot report:… Your clients can also add a property for themself from their homeowner report
When will the homeowner report be sent?
Learn when you can expect the reports to get sent to your clients… You can either add clients one at a time or add clients in bulk… When you add clients one at a time, they'll receive the welcome email and their first report the following
When will the buyer report be sent?
Learn when you can expect the reports to get sent to your clients… You can either add clients one at a time or add clients in bulk… When you add clients one at a time, they'll receive the welcome email and their first report the following
When will the welcome email and homeowner and buyer reports be sent?
Learn when you can expect the reports to get sent to your clients… You can either add clients one at a time or add clients in bulk… When you add clients one at a time, they'll receive the welcome email and their first report the following
Homebot's Spanish language capabilities
Learn how to add Spanish contacts to your account and update their preferences… To access the bulk import template for homeowners or buyers, click the Add clients tab and select "Add… How to add Spanish-speaking clients one at a time
What to Expect After Adding Clients
You can add clients to your account in two ways: Manually – Adding clients one at a time… When you add clients manually, they’ll receive a welcome email followed by their first report within… Adding clients one at a time
How to Manage Buyer Profiles
on the Add clients button under your total client count or select the Clients tab on the left… How to add clients in bulk How to add one client at a time Agents on Homebot will need a lender… Step 2: Choose Add clients in bulk if you have a spreadsheet or One client at a time if you have one