Homebot

Learn how to update a clients home value, edit home address, delete or remove a homeowner, and more

How to Manage Homeowner Profiles

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

How to Manage Buyer Profiles

How to search, sort, and filter your database!

Learn how to complete a pre-qual request or delete the client from the Needs pre-qual key client list

How to Handle Pre-qual Requests

Learn how to manage and leverage CMA requests, how to assign a CMA to a realtor, and how to delete a client from the Needs CMA list.

How to Handle CMA Requests

How to Manage New Leads

How do I preview a client's Homebot?

How to Delete Clients

Can you tell me the last date I added to my database?

Can you tell me the date of my last client upload?

How to view clients who are "cold" or disengaged

Learn how to engage clients with invalid emails, unsubscribed or marked as spam.

How to Manage Clients With Email Issues

How to remove a client from the Needs CMA Key Client List

Learn how to update the value of a home by updating the CMA

How to Change the Estimated Home Value

How to Add Multiple Properties to a Homeowner Profile

Learn how to edit mortgage and add a mortgage

How to Manage Loan Data

In this article learn how to update your clients home address and add a co-owner/co-borrower/additional email address.

How to update a client's home address

Learn how to add pre-qualification information for buyers

How to Add a Pre-Qual for a Buyer

What happens if my client purchases a home?

Erica McGarvey

Learn how to update or delete client info, sort your database, and more.

Manage Your Database

Create a custom design with text, images, and links

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Find answers and get help from Intercom Support and Community Experts

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