How to Edit a Homeowners Information

Learn where and how to update your client's contact information, home value and facts, plus their subscription.

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Written by Homebot
Updated over a week ago

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)

  • Current AVM Value: At Homebot, we’re committed to ensuring that our estimated property values (AVMs) are based on the most recent and accurate data available in the area. Our advanced algorithm utilizes a broad range of industry-leading data sources fine tuned by the foremost real estate analysts to provide the highest quality home valuation insights in the market.

    • 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:


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!


When a client wants to subscribe they are given options. They can either subscribe from a specific mailer or globally unsubscribe from all Homebot emails. If the client unsubscribes locally or from a specific mailer (the top options), you will be able to re-subscribe them to your account (the envelope icon within the client profile is clickable, and clicking it resubscribes the client). If the client unsubscribes globally (the bottom option), you will not be able to re-subscribe them. Instead, the red envelope icon is just an icon, not a button.

Have questions or need additional support? Please send us a chat using the pink chat icon in the bottom right-hand corner!

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