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!