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.

Step 1: Click on the Add client's button under your total client count or select the Clients section on the left and click the Add clients tab.

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 the Homeowner tag above their name

Step 3: Click Buyer

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 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: Click Delete Home

Step 5: Click 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 Add a home

Step 4: Fill out the necessary information next to the red asterisks and any optional information, and then click 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 at a later time

Step 5: Click Save!

Step 1: Find your client and click on their name to view their profile

Step 2: Click on the Homes tab

Click Edit to update home details

Click Edit and then Delete home to delete a property

Click Add co-borrower to fill out their information

Click Edit to update their home loan info and click Save

There is currently no way to remove home loan information or add an additional loan from the client's profile. You'll need to do so from their Home Digest following the instructions below.

Step 1: Find your client and click on their name to view their profile

Step 2: Click Preview client report

Step 3: Click Manage Home Loan

Step 4: Click Edit, Delete, or Add a loan

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 Digest email

Learn about Homebot for Homeowners HERE.