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How to Manage Homeowner Profiles

Learn how to update a clients home value, edit home address, and more

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

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

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

Currently, there is no way to unsubscribe a client.


Follow the instructions below for how to change or edit a client's home address:

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

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

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


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


What's next? Learn about Homebot for Homeowners HERE.

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