Managing Clients

Learn how to add, edit, delete and manage your clients.

Homebot avatar Talya Reynolds avatar
38 articles in this collection
Written by Homebot and Talya Reynolds
Managing Client Data

Turning homeowners into buyers & buyers into homeowners

Learn how Homebot ensures you maintain your clients for life by keeping you in the full lifecycle of their homeownership.
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Written by Homebot
Updated over a week ago

How to update clients address

In this article learn how to update your clients address if it changes
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Written by Homebot
Updated over a week ago

How to edit home facts

Learn how to update the client's
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Written by Talya Reynolds
Updated over a week ago

How to edit a client's information

Learn how to update a homeowner and buyers information
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Written by Homebot
Updated over a week ago

How to Edit a Client's Home Value

Learn how to update the value of a home by updating the CMA
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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!
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Written by Homebot
Updated over a week ago

How your clients can add homes to their Homebot

Learn how your clients can add homes to their report through our self-add home feature
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Written by Homebot
Updated over a week ago

How to edit a buyers profile

Learn how to edit and update your buyers profile information
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Written by Homebot
Updated over a week ago

How to manage inactive clients

Best practices for managing your unengaged homeowners
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Written by Homebot
Updated over a week ago

What the activity tags mean

Understand what your client actions mean and show up in your Activity Feed.
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Written by Homebot
Updated over a week ago
FAQ

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.
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Written by Homebot
Updated over a week ago

What does each email issue status mean?

Learn what email issue status means
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Written by Homebot
Updated over a week ago

What is my client capacity for Homebot for Buyers?

Understanding client capacity and homeowner/buyer account distribution
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Written by Homebot
Updated over a week ago

What if my client is both a Homeowner and a Buyer in the system?

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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 them from one of those?

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Written by Homebot
Updated over a week ago

I've added my clients, what happens next?

Learn what happens after you add your clients.
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Written by Homebot
Updated over a week ago

How do I add a buyer?

Learn how to add a potential home buyer
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Written by Homebot
Updated over a week ago

What happens if a buyer becomes a homeowner?

Learn what it means (and looks like) once a buyer becomes a homeowner
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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.
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Written by Homebot
Updated over a week ago

Why am I getting messages from clients through Homebot?

Learn how your clients can message you directly from their Homebot Digest!
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Written by Homebot
Updated over a week ago

How do I add a client?

Learn how to add new clients into your portal
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Written by Homebot
Updated over a week ago

How do I update a loan balance?

Learn how you and your clients can manually edit the current unpaid loan balance on their mortgage
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Written by Homebot
Updated over a week ago

How do I unsubscribe a client?

Learn how to unsubscribe and resubscribe a client
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Written by Homebot
Updated over a week ago

How can I adjust the value of a client's home?

Values don't automatically update, learn how to adjust your client's home here!
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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
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Written by Homebot
Updated over a week ago

What does "How can I see homes in (zipcode)" mean?

Learn how you and your clients can leverage the Buyers feature to jump start a new home search!
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Written by Homebot
Updated over a week ago

How do I find out which clients have unsubscribed from the email services?

Make the most of your Homebot account by managing your unsubscribes
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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
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Written by Homebot
Updated over a week ago

How do I delete a buyer?

Did your client make a purchase or is no longer interested? Learn how to delete your buyer.
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Written by Homebot
Updated over a week ago

What does it mean when a client tunes their value?

Learn what to do when a client turns their value
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Written by Homebot
Updated over a week ago