Inviting Individual Clients to Home Report

Adding Pre-populated Clients

When opening your My Clients tab for the first time, you will see your past clients already populated within the table. Follow the instructions below to enroll these clients in the Home Report:

1. Click the pencil icon on the client’s corresponding row.

2. Add their email address and any additional missing information that has an asterisk. 
   • Helpful Tip: Notice out of date information? This is the perfect time to update it prior to sending out their Home Report!
3. Ensure the box is checked next to Add to Home Report.
4. Click Add to Home Report. 

New Transaction Alerts

As soon as we detect a new transaction, we will notify you via email and add the transaction to the table. To invite your new client to subscribe to the Home Report, you can either follow the instructions above or:

1. Click the Add Them to the Home Report button in the email.
2. Add their email address and make any necessary edits to their contact and transaction details. 
3. Check the Add to Home Report box. 
4. Click Update.

Manually Adding Clients 

To add clients that you may have not had a transaction with yet, simply: 

1. Click My Clients in the left hand navigation menu. 
2. Click Add A Client in the top right corner. 
3. Type in the client’s information including: first name, last name, email address, and property address.
4. Optional: Add their loan information including purchase price, current interest rate, loan type, and transaction date. 
5. Once their information is added, click Add to Home Report. 

Once added, their Home Report Engagement Status will changed to Subscribed.

Inviting Clients via Personalized Link

You can invite clients to sign up for Home Report by simply sending them a link or sharing it on social media! You can also add it to your Instagram bio, email signature or personal website for easy access so prospects can get their personal Home Report! To use this link, follow the steps below:

1. Click My Clients in the left hand navigation menu. 

2. Click the double paper icon highlighted below.

3. Right-click, Ctrl+v (PC users) or Command+v (Mac users) and paste the link into your desired method of communication.

Still have questions? Click here to submit a support ticket.