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How to Add a Pre-Qual for a Buyer
How to Add a Pre-Qual for a Buyer

Learn how to add pre-qualification information for your buyers

Homebot avatar
Written by Homebot
Updated over a week ago

Homebot allows you to enter the pre-qual information into their buyer profile, optimizing their home search experience by helping them find markets that best match their finances and priorities.

Add pre-qual data for your buyers to create a smarter search experience! You can add a pre-qual in the following ways:

  • Through bulk import

  • Manually adding to client's profile

  • Completing a pre-qual request through Homebot

Leads can also request a pre-qual from within their Market Report, sending a direct message right to your inbox.

At this point, if you haven't run numbers for this client, you will want to get in touch with them. Once the pre-qual is complete, let's see how to enter that information into their buyer profile

How do I add a pre-qual to one of my buyers?

You can add pre-quals or pre-approvals manually within the buyer profile or via bulk import. See the video below to see how to manually add a pre-qual for your buyers.

Once your lead has been added to your buyer database, click into their profile to "Add Pre-Qual". Be sure to click the pink "Add Pre-Qual" button when you're finished. 

Your buyer's market report will now be optimized to the specifications your set, adjusting their price point, and letting them know once the pre-qual expiration date has passed. Adding a pre-qual expiration date keeps your leads hot by reminding them when their pre-qual expires.

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