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 update contact information or 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
Currently, there is no option to delete clients in bulk or unsubscribe a client.
How to add or view their preferred agent, update price point and preferences, add pre-qual data, send the buyer report, or remove all buyer data
Step 1: Find your client and click on their name to view their profile
Step 2: Click on the Buying tab
Step 3: Click Edit
