This article walks through how to delete clients individually and in bulk.

If you’d like to learn how to manage your client data, such as home values, loan details, property addresses, and more, check out the articles below:

To delete an individual client, follow the steps below:

Step 1: Locate the client in your account. You can search for them by name on the Clients tab or select their name from a Key Client List.

💡 Tip: Click any name displayed in blue to open that client’s profile.

Step 2: On their profile page, click Edit under their contact information in the top-left corner.

Step 3: Select Delete Client.

You can only delete clients in bulk if they appear under the Email Issues key client list. To delete these clients:

Step 1: Click on Needs Attention Key Client List category

Step 2: Select Email issues Key Client list card

Step 3: Click on Manage

Step 4: Filter by issue type (optional)

Step 5: Check the box to the left of the client's name OR click Select all

Step 6: Click Delete selected client in red and confirm

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