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

How to update contact information, add client notes, or delete a homeowner

How to add a home for an existing client

How to update a home's value

How to edit home details, loan data, add a co-borrower, or delete a home

How to send the home report to your client directly

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 add clients in bulk

How to add one client at a time

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

You may also add client notes below. Client notes are for you. The client will not see these notes.

There is currently no way to simply edit a home address. Due to how many data points are connected to the address, it cannot be edited once added to your account.

You'll need to delete the incorrect property and enter a new one.

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

Step 4: Delete Home

Step 5: Add 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 on Add a home

Step 4: Fill out the necessary information next to the red asterisks and any optional information, and then Save!

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

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

Currently, there is no way to delete a loan from the client profile. You or the client can do some from their homeowner report:

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