For clients with multiple properties, you can ensure they receive a digest for each home in one of two ways:

  1. Upon file upload of your clients, all included properties will be tied to the client's email address.

  2. Direct add by you or your client through the client's digest

You and your clients can add homes directly to their Homebot from their digest:


DIRECTLY ADDING HOMES TO THE DIGEST:

To add new homes directly to your client's report, search and select your client from the Homeowners tab and click Preview Profile:

From your client's digest, in the upper right-hand corner next to their address, select + Add Home:

Enter in the address and save; the homeowner will start receiving digests for both properties.  


Have questions or would like further support? Reach out to our customer success team by sending us a chat using the pink icon in the right-hand corner!

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