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 report within 24 hours.
🚨By adding your clients, you opt them into receiving Homebot report(s). 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.
🚨We do not charge for co-borrowers/co-owners. We charge per property. More info on billing HERE.
Video overview
Step-by-step instructions
Step 1: Click the Add clients button under your total client count or select the Clients tab on the left.
Step 2: Stay on the One client at a time option and enter the necessary information next to the red asterisks.
We need the following information for homeowners and buyers:
First name
Last name
Email address
Client type (homeowner, buyer, or both)
Agents need 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
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
Prequal data, if any
Once you've entered all buyer information, click the pink Upload button. Once you click upload, your client should receive their report within 24 hours or the following morning.
What's next?
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.