There are two ways to add your clients, by uploading your client data via spreadsheet or by adding them manually!

Uploading Clients in Bulk

Step 1: Export your clients from your CRM or LOS tool or use one of our templates as a guide.

Step 2: Once you have all of your client information compiled in a spreadsheet, go to your Homebot account and select the upload it from your Add Clients Tab:

Step 3: This step is required for all Loan Officers and will help us process your data faster if some information is missing. You must confirm two things:

  1. You allow Homebot to manually input your NMLS ID if it's missing from your spreadsheet
  2. You give Homebot permission to import loan information using public record data if required loan information is missing

Step 4: Follow each step to provide additional information about your upload:

Step 5: Upload or drag & drop your spreadsheet into the file uploader. Our Homebot data team will reach out if they need anything else to ensure a successful import!

Be sure to upload separate files for your homeowners and buyers looking to purchase!

MANUALLY ADDING CLIENTS

Step 1: Select the Add Client under your Client tab

Step 2: Click Add one client at a time

For Homeowners:

Select HOME DETAILS to fill out property information exactly as listed in the public record:

Our 3rd party data provider will automatically pull any loan information available for the homeowner on the public record.

For Buyers:

Fill out the CONTACT INFO page & select BUYER PROFILE to turn on the Add as a Buyer toggle:

4. Click the "Save" button or press enter to add your client

-----------------------------------------------------------------------------------------------------------------------------

-----------------------------------------------------------------------------------------------------------------------------

Did this answer your question?