After a buyer is added to your account, Homebot has no way of knowing if a they successfully make a purchase.
Their new home can be added two ways:
You add their property information under the Homes tab of their profile and delete their buyer data
Or, the buyer self-upgrades to a homeowner
Adding a property and removing buyer data
To add a property, follow these instructions:
Navigate to the client's profile and select the Homes tab.
From there, click Add a home.
To remove buyer data, follow these instructions:
Navigate to the client's profile and select the Home Search tab.
From there, click Add Home Search details
Buyer self-upgrades
Buyers can opt into the Home Digest experience in a few ways:
From the revamped Home Search email for buyers
Directly through Home Search, on every listing and the For You page
Keep in mind: if a buyer self-upgrades to a homeowner, we’ll notify you if this causes you to exceed your homeowner limit.
Learn more about client capacity and how we automagically optimize your database whenever possible HERE.
Below are images of where a buyer can self upgrade to a homeowner from the Home Search monthly email, at the bottom of every listing in Home Search, and from the For You page.
Have questions?
Send customer support a direct message using the pink icon in the bottom right corner of your screen.