This article provides step-by-step instructions for adding homeowners and buyers one at a time.

Important notes before getting started:

🚨Our system automatically scrubs for duplicates, so we will not add the same client twice.

🚨When you add clients one at a time, they should receive their first email within 24 hours.

🚨By adding your clients, you opt them into receiving the Home Digest or Home Search experience. Clients can unsubscribe from their reports and through automated emails at any time. If you want your clients to self-opt in, read this article.

Video Overview

Step-by-step instructions

Step 1: Click the Add clients button under your total client count.

Step 2: Select the One client at a time option and enter the necessary information with red asteriks.

We need the following information for both homeowners and buyers:

First name
Last name
Email address
Client type (homeowner or buyer)

Agents need a lender co-sponsor to add buyers. For more information, please read THIS article.

Step 3: Once the client type is selected, the required and optional fields will auto-populate.

Required information for homeowners

First name
Last name
Email address
Home address
ZIP code

The following information is optional when adding a homeowner one at a home:

Sold price and date
Appraisal price and date
Co-borrower (they'll receive the report, too!)
Loan data (this is highly recommended if you have it)

Please note: whether you provide loan details or not, we pull from public records what we can find and populate it on the report. We encourage your clients to update their loan details from within their reports if something looks off.

Once you've entered all homeowner information, click the pink Upload button. Once you click upload, your client should receive their report within 24 hours or the following morning.

Required information for buyers

First name
Last name
Email address
Current home info*
Pre-qual data* that is less than 12 months old

*If your buyer is currently renting and hasn’t been prequalified, you’ll need to include the following info in order for them to access the Home Search experience:

Subject property address
Subject property zip code

*If your buyer has been prequalified, you must include their current home information mentioned above and/or the following prequal info:

Pre-qual max loan amount
Pre-qual downpayment
Pre-qual max home price

Without this information:

They won’t receive any Homebot content
They’ll appear in your Incomplete Key Client List
You’ll see a notification on their profile prompting you to update their info

You won’t be charged for the property information if they aren’t receiving the Home Digest Experience, which can be turned on/off from their profile at anytime. Learn how to turn it on/off HERE.

The following information is optional when adding a buyer one at a time:

Location(s) of interest (you may add more than 1)
Estimated price point

Once you've entered all buyer information, click the pink Upload button. Once you click upload, your client should receive their Home Search email within 24 hours or the following morning.