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 or Missing info 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   • Helpful Tip: Notice out of date information?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. 

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 change to Invited. If a client accepts the invitation, this status will change to Subscribed. 

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