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
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.