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How to update a client's home address

In this article learn how to update your clients home address and add a co-owner/co-borrower/additional email address.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

Due to how we collect data on your client's home, a home address cannot be edited after they've been added to Homebot's system. Instead, the new address must be added and the old one deleted.

You can add a new home address two ways:

  1. From your client's profile

  2. From your client's homeowner report

This article will show you how to add a new property for an existing client, delete the old one, and add a co-borrower.


How to add an additional or new property from your client's profile

Navigate to your client's profile, select the Homes tab, and click Add a home.


How to add an additional or new property from your clients homeowner report

Preview your clients homeowner report, and click Add a Home.


How to delete a property

Once you've added the new property, you can delete the old address from the client's profile.

Co-borrowers will not be auto-connected to the new address. You'll need to add them manually. See instructions at the below.


How to add a co-borrower

To add a co-borrower or an additional email address on a client's profile, find the client and follow the instructions below:


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