Managing Clients

How to Add a Client

Learn how to add new clients to your portal.

Written by Homebot
Updated this week

How to Upload Your Clients

Learn how to bulk import your clients and find ready-to-download templates!

Written by Homebot
Updated over a week ago

How to Add Buyers into Homebot

Looking to better leverage Homebot for Buyers? Learn how to start adding buyers to your database.

Written by Homebot
Updated over a week ago

How to Edit a Homeowners Information

Learn where and how to update your client's contact information, home value and facts, plus their subscription.

Written by Homebot
Updated this week

How to Use the Activity Dashboard to Understand Client Engagement

Find new opportunities by monitoring your "Activity" feed

Written by Homebot
Updated this week

How to Edit a Buyer's Profile

Learn how to edit and update your buyers information, price point, and add a pre-qual or pre-approval.

Written by Homebot
Updated this week

How to Add Multiple Homes to a Client

Learn how you and your clients can add additional homes to their report through our self-add home feature.

Written by Homebot
Updated this week

How to Update a Client's Address

In this article learn how to update your clients address if it changes

Written by Homebot
Updated this week

How to Edit a Client's Home Value

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

Written by Homebot
Updated over a week ago

How Do I Add Notes to A Client's Profile?

Learn how to add notes to your clients to help you remember important details!

Written by Homebot
Updated over a week ago

What the Activity Tags Mean

Learn what each activity tag by your client name means in the 30-day activity feed.

Written by Homebot
Updated this week

How Homeowners Become Buyers

Learn how homeowners notify you when they're interested in buying.

Written by Homebot
Updated this week

How to Delete Clients in Bulk

Learn how to easily remove unsubscribed users in bulk.

Written by Homebot
Updated this week

How to Update Loan Information

Learn how to update edit, add, and change your client's loan balance.

Written by Homebot
Updated this week

How to Leverage CMAs

Learn how to manage and leverage CMA requests

Written by Homebot
Updated over a week ago

How to Leverage Inbound Emails From Your Clients' Digest

In this article, learn how clients can send you messages directly through Homebot and how to manage them.

Written by Homebot
Updated over a week ago

How to Farm Buyers for Leads

Learn how to turn your Buyer's database into a call list

Written by Homebot
Updated this week

How to Manage Inactive Clients

Best practices for managing your unengaged homeowners

Written by Homebot
Updated this week

How to Turn Your Issues Tab Into a Call List

Learn how to engage inactive clients, clients with invalid emails, and even those who have unsubscribed.

Written by Homebot
Updated over a week ago

How to Farm Homeowners for Leads

Learn how to turn your Homeowner database into a call list

Written by Homebot
Updated this week

Can I Export My Data From My LOS or CRM Tool?

If you already have a client database, feel free to export your data and upload it directly to Homebot.

Written by Homebot
Updated over a week ago

What Happens If I Have a Client Who I've Added as Both a Buyer and a Homeowner and They Unsubscribe From One?

Written by Homebot
Updated over a week ago

I've Added My Clients. What Happens Next?

Learn what happens after you add clients.

Written by Homebot
Updated over a week ago

How Client Capacity Works

Learn how client capacity works for homeowners, buyers, and clients receiving both reports!

Written by Homebot
Updated this week

What Happens If a Buyer Becomes a Homeowner?

Learn what it means (and looks like) once a buyer becomes a homeowner

Written by Homebot
Updated over a week ago

How Do I Unsubscribe Someone From the Buyers' Report?

Did your buyer make a purchase, is no longer in need of a market report? Learn how to unsubscribe them here.

Written by Homebot
Updated over a week ago

How Do I Unsubscribe a Client?

Learn how to unsubscribe and resubscribe a client

Written by Homebot
Updated over a week ago

How Do I Add a Co-Borrower to An Existing Home?

Learn how to add an additional person to a home so they can also receive the digest.

Written by Homebot
Updated over a week ago

How Clients Send You Messages Through Homebot

Learn how your clients can message you directly from their Homebot digest.

Written by Homebot
Updated this week

How Do I Find Out Which Clients Have Unsubscribed From The Email Services?

Make the most of your Homebot account by managing your unsubscribes.

Written by Homebot
Updated over a week ago

How Do I Delete a Client?

Learn how to delete a client who is no longer interested

Written by Homebot
Updated over a week ago