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 address for your client in the following ways:
Directly from the ADD CLIENT tab.
By clicking +Add Home from your client's digest
Once you've added the new client's address, 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 the instructions at the bottom of this article.
ADD A HOME FROM YOUR CLIENT'S DIGEST
Search and select your client from the CLIENTS tab:
Click Preview client report from the client's profile page:
From the homeowner report, Click Add a Home on the left:
Enter the new address for your client:
Once the new address is added, select the old address from the drop-down menu (you may need to refresh your screen first):
Click 'Back to Client' in the top left corner:
Select Delete this home. Double check it's the correct address you want to delete:
Confirm you'd like to delete this home in the pop-up:
That's it! Your client will now start receiving a digest for the new address and stop receiving the old one.
ADD A CO-BORROWER
Once the home has been added, find and select the client and follow the instructions below:
Have questions? Send us a direct message using the pink icon in the bottom right corner of your screen.