This article will give you step-by-step instructions on how to add homeowners and buyers one at a time.
🚨Our system automatically scrubs for duplicates, so we will not add the same client twice.
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 in blue and enter the necessary information next to the red asterisks.
We need the following information:
*First name
*Last name
*Email address
*Client type (homeowner, buyer, or both)
Agents not co-sponsored by a lender will not be able to add buyers. For more information, please read THIS article.
Once you select the client type, the remaining required and optional fields will auto-populate:
The following information is required when adding a homeowner one at a time:
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.
The following information is required when adding a buyer one at a time:
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.