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How to Manage Buyer Profiles

Learn how to change loan information, edit contact information, delete or remove a buyer, and assign a real estate agent.

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

In this article, we'll walk you through how to add a buyer to your account and manage their profiles, add pre-qualifications, and more.

Skip ahead to the information you're looking for by clicking the pink links below:


How to add a buyer

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.

Agents on Homebot will need a lender co-sponsor to add buyers. Learn about the benefits of having a lender co-sponsor HERE.


How to upgrade a buyer to a homeowner

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

Step 2: Click the Buyer tag above their name

Step 3: Click Homeowner


How to update contact information and delete a 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.

Currently, there is no way to unsubscribe a client.


How to update buyer details, add a pre-qual, send the buyer report, and remove all buyer data

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

Step 2: Click on the Home Search tab

Click Edit to update buyer details

Click Add a new pre-qual to fill out their information

Click Send Home Search email to deliver the content manually

Click Remove all Home Search data to delete buyer content


How to add a preferred agent

After you've added the buyer to your account, follow these steps:

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

Step 2: Click on the Home Search tab

Step 3: Click Add a Real Estate Agent

Learn more about preferred agents HERE.


What's next?

Learn about the buyer's experience HERE and Home Search HERE.

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