Has your client's information changed? No problem! It's super easy to update client information in your Homebot portal.
From your client's profile, you can update the following information:
Contact Information: name, email, phone number, and language preferences (Spanish or English)
CMA Value of Home: the value determined from a comparative market analysis (CMA) done on the home
Range: minimum and maximum home value range to help inform future market values
Home Facts: the information provided via file upload or public record.
Sale Facts: the sold date and price
Property Facts: the # of bedrooms, bathrooms, and total square footage
Subscription: un or re-subscribe your clients.
Are you looking to change or update their address? Read this.
To edit your client's information, first search and select your client from the HOMEOWNERS tab:
Once selected, click on your client's name to open their profile:
To edit your client's contact information name and/or language preferences, click on the blue pencil next to their name:
CURRENT AVM VALUE
Click Update your CMA value next to the estimate home value to make immediate changes:
Be prepared to provide the new home value and the range, including the minimum and maximum prices for homes in that area.
From their profile, select the blue pencil icon next to which facts you'd like to edit:
Click Save to update!
To manage your client's subscription, click on the envelope icon. Green means subscribed and red means unsubscribed:
Have questions or need additional support? Please send us a chat using the pink chat icon in the bottom right-hand corner!