Clients and prospects can request to be prequalified from within their Buyer's Market Report or Home Search experience. When a pre-qual is requested, we'll send a direct message right to your inbox.
If they've previously been prequalified, they can request a renewal:
Read on to see how to enter pre-qual information into their buyer profile once it's completed.
If a client requests a pre-qual, it will appear in your Tasks tab. This could be a client who has a home in Homebot or a client classified as a Buyer because they don't have a home address in Homebot yet.
The Tasks tab is only visible on Lender accounts.
PRO TIP: Adding a pre-qual expiration date keeps your clients engaged by reminding them when their pre-qual expires.
Alternatively, you can add them manually within a client's buyer profile or via bulk import.
You can add pre-quals or pre-approvals directly from the Tasks tab. Add pre-qualification data for your buyers to create a smarter search experience.
Homebot allows you to enter the pre-qualification information into buyers' profiles, optimizing their home search experience by helping them find markets that best match their finances and priorities.
You can add a pre-qual in a couple other ways:
Through a bulk import for buyers
Manually adding information to a buyer profile