There are two ways to add your clients: uploading your client data directly or adding them manually!

Adding clients one by one is an excellent method when your:

  • Just getting started building a client list

  • Incorporating Homebot as a closing gift

  • Quickly adding prospective clients when networking

If you use a CRM or LOS tool or are doing business in large volume, uploading your clients is often the most efficient method.

From your Clients page, select ADD CLIENTS:

For homeowners, the following information is required:

For buyers, we just need first & last name, email, and for you to toggle on the buyers:

Once you hit save, your client will be added and receive their first report within 72 hours of being added!

WHAT COMES NEXT? Click on any of the links below:

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