Has your client's information changed? No problem! It's super easy to update client information in your Homebot portal.

FOR HOMEOWNERS - You can edit the following information in a Homeowner's profile (see gif below):

  • Contact information: name, email + phone number and language preferences (Spanish or English)
  • Sale facts: date of sale + sold price
  • Physical facts: bedroom, bathrooms + square footage.

1. Search and select the client from the 'HOMEOWNERS' tab

2. Select the blue pencil icon next to any of the information you'd like to edit then click the "Save Changes" button when finished

FOR BUYERS - You can edit the following information in a Buyer's profile (see gif below):

  • Contact information: name, email + phone number and language preferences (Spanish or English)
  • Zipcodes of interest
  • Price point

1. Search and select the client from the 'BUYERS' tab

2. Select the blue pencil icon next to the client's name, then click the 'Update Info' button when finished

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