Add clients to your account in two ways: in bulk or one at a time. This article will show you how to add homeowners and buyers one at a time.
First, select ADD CLIENT:
Start by entering your client's contact information. Once you indicate whether they are a homeowner or buyer, the following fields will auto-populate.
For adding homeowners to your account, the following information is required under Home Details:
Home address
Zip code
We can create the report based on just that information, but it's optional to include:
Sold price and date
Appraisal price and date
Loan data (this is highly recommended if you have it)
For adding buyers to your account, the following information is required under Buyer Profile:
Zip codes of interest
Estimated price point
Prequal data, if any
Once you hit upload, your client will be added and receive their first report within 24-48 hours.