In this article, we'll walk you through how to add a homeowner to your account and manage their profiles, loan information, and more.
Skip ahead to the information you're looking for by clicking the pink links below:
How to add a homeowner:
Step 1: Click on the Add clients button under your total client count or select the Clients tab on the left.
Step 2: Choose Add clients in bulk if you have a spreadsheet or One client at a time if you have one or a handful of homeowners to add.
For step-by-step instructions for adding clients in bulk or one at a time, you can click the pink link below or continue reading to learn how to manage client profile information.
How to update contact information or delete a homeowner
Step 1: Find your client and click on their name to view their profile
Step 2: Click Edit
Step 3: Update their contact information or click Delete
Currently, there is no option to delete clients in bulk or unsubscribe a client.
Follow the instructions below for how to add a secondary home or investment property for an existing client:
Step 1: Find your client and click on their name to view their profile
Step 2: Click on the Homes tab
Step 3: Click on Add a home
Step 4: Fill out the necessary information next to the red asterisks and any optional information, and then Save!
How to update a home's value
Step 1: Find your client and click on their name to view their profile
Step 2: Click on the Homes tab
Step 3: Click on Add a CMA
Step 4: Enter a value and give them a range to adjust the value themselves
Your client will be notified that you've adjusted the value of their home.
How to view and edit home details, loan data, add a co-borrower, and delete a home
Step 1: Find your client and click on their name to view their profile
Step 2: Click on the Homes tab
Step 3: Click Edit
How to send a home report to your client or someone else
Step 1: Find your client and click on their name to view their profile
Step 2: Click on the Homes tab
Step 3: Click on Send home report
