There are two ways to add your clients, through bulk import by adding them manually!

For Bulk Import:

Download and fill out our template or send us an export from your CRM or LOS tool and email it to [email protected] We'll get it uploaded for you within 7 business days!

For Self-Add:

  1. Select the "Add Client" under your client's tab

2. Add client information: First Name, Last Name & Email Address

3. Click next and under "Home Details" add the home address at a minimum. 

Our 3rd party data provider will automatically pull any loan information available for the homeowner on the public record.

4. Click the "Save" button or press enter to add your client

Learn more about bulk importing your clients here.

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WHAT COMES NEXT? Click on any of the links below:

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