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.