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Managing Clients
Managing Clients
Learn how to add, edit, delete and manage your clients.
31 articles in this collection
Written by
Homebot
Adding & Importing Clients
How to Add a Client
Learn how to add new clients to your portal.
Written by
Homebot
Updated over a week ago
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
Managing Client Data
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 over a week ago
How to Use the Activity Dashboard to Understand Client Engagement
Find new opportunities by monitoring your "Activity" feed
Written by
Homebot
Updated over a week ago
Understanding Motivated Client Alerts in the Activity Feed and Leaderboard email
Learn how to easily identify clients that might be motivated to refi, buy, or sell their home
Written by
Homebot
Updated over a week ago
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 over a week ago
How to Add Multiple Homes to a Client
It's easy to add every home your client owns to send them an automatic Homebot digest every month.
Written by
Homebot
Updated over a week ago
How to Update a Client's Address
In this article learn how to update your clients address if it changes
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
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 over a week ago
How Homeowners Become Buyers
Learn how homeowners notify you when they're interested in buying.
Written by
Homebot
Updated over a week ago
How to Delete Clients in Bulk
Learn how to easily remove unsubscribed users in bulk.
Written by
Homebot
Updated over a week ago
Managing Loan Information
How to Update Loan Information
Learn how to update edit, add, and change your client's loan balance.
Written by
Homebot
Updated over a week ago
Best Practices
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 over a week ago
How to Manage Inactive Clients
Best practices for managing your unengaged homeowners
Written by
Homebot
Updated over a week ago
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 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.
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 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
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 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.
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