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How to Add Multiple Properties to a Homeowner Profile

Add additional properties for a client

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

Some of your clients may be homeowners who own more than one home. It's easy to set them up with a monthly Homebot digest for all their properties. Your clients can also add a property for themself from their homeowner report.

Adding multiple homes for an existing client

  1. Find your client and click on their name to be taken to their profile

  2. Click on the Homes tab

  3. Click on Add a Home

Existing clients can add a home from their Homebot report:

Step 1: Click on Add a Home

Step 2: Add the property address

Step 3: After the property details are verified, your client can easily toggle between the homes they own from their Homebot digest.

You'll be notified via email when clients add an additional property.


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