Managing Clients

How to bulk import your clients

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

Written by Homebot
Updated this week

Requirements for Bulk Import

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

Written by Homebot
Updated this week

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

Video Tutorial: Importing Your Homeowner Data into Homebot

Lenders: Learn how to bulk-import your client data into your Homebot account

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 this week

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

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