Managing Clients

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

Requirements for Client Uploading

Learn what fields Homebot needs and highly recommends to ensure your bulk import is successful!

Written by Homebot
Updated over a week ago

Adding new leads to your database

Learn about Homebot for Buyers and how to start adding leads to your database

Written by Homebot
Updated over a week ago

Uploading Your Homeowner Data into Homebot

Lenders: Learn how to upload your client data into your Homebot account

Written by Homebot
Updated over a week ago

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.

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

Written by Homebot
Updated over a week ago

How to edit home facts

Learn how to update the client's

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

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

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

Written by Homebot
Updated over a week ago

How to edit a buyers profile

Learn how to edit and update your buyers profile information

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

What the activity tags mean

Understand what your client actions mean and show up in your Activity Feed.

Written by Homebot
Updated over a week ago

How to bulk delete clients

Learn how to easily remove unsubscribed users in bulk

Written by Homebot
Updated over a week ago

How to add a loan

Learn how to add a clients mortgage to their digests

Written by Homebot
Updated over a week ago

How to edit a loan

Learn how to update a clients loan information

Written by Homebot
Updated over a week ago

How to delete a loan

Learn how to remove a clients loan

Written by Homebot
Updated over a week ago

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 does each email issue status mean?

Learn what email issue status means

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

Written by Homebot
Updated over a week ago

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

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?

Written by Homebot
Updated over a week ago

I've added my clients, what happens next?

Learn what happens after you add your clients.

Written by Homebot
Updated over a week ago

How do I add a buyer?

Learn how to add a potential home buyer

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

Why am I getting messages from clients 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 add a client?

Learn how to add new clients into your portal

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

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

Values don't automatically update, learn how to adjust your client's home here!

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

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!

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

How do I delete a buyer?

Did your client make a purchase or is no longer interested? Learn how to delete your buyer.

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

Written by Homebot
Updated over a week ago