We've made it easy for you to edit your client's information including their name, email, address, loan information, and their property's current estimated value. There are two ways to edit your client's information: Quick Editing and Client View Editing.
Quick Editing
1. First, login to your ListReports account and click on Home Report in the left hand navigation menu.
2. To quickly edit a client’s information, click the down arrow next to View in your client's corresponding row.
3. Click Edit.
4. Next, you can edit your client's information or their loan information. Keep in mind, name, email, and address are required fields. All fields under the Loan Information section are optional.
5. Click Save.
Client View Editing
1. Alternatively, you can edit your client's information by clicking View.
2. Then click the pencil icon.
3. Make your desired edits and click Save.
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