How to Add and Manage Clients

Learn how to add and manage your clients in this short video, below it you'll find step-by-step tutorials. You can also follow this 3-minute self-guided tour to see how to upload clients.

STEP-BY-STEP TUTORIALS

ADDING CLIENTS

• How to manually add clients

• How to upload your clients

MANAGING CLIENTS

• How to edit a homeowner's profile

• How to edit a buyer's profile

• How to manage email issues

DOWNLOADABLE TEMPLATES

FOR LENDERS

FOR REAL ESTATE AGENTS

FOR LENDERS + AGENTS

FOR INSURANCE AGENTS

Don't want to use our templates? No problem. Download our list of client upload requirements.

Wondering what happens after you add your clients? Read this.