Let us do the heavy lifting so you can focus on nurturing your client relationships!
With our new Import process, we can create Homeowner Hubs in bulk using a file of contact records or transaction data. This method is recommended for the clients and contacts in your database (people that you know).
Homeowners will receive personalized, recurring nudges with your brand in front of them throughout their homeownership journey.
How does it work?
Fill out this form and include your data file with the required fields (listed below). We may reach out to you for clarifying information. After the import, a hub will be created for each homeowner address. You can use this template if you desire. Simply make a copy and add in your data.
Required fields:
- Full Property Address- including city, state, and zip code (US only)
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Homeowner(s)- first name, last name, and email address
- For multiple homeowners who should be in the same hub, please make sure that they are on the same line (Homeowner 1 and Homeowner 2).
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Professional 1 (real estate agent/loan officer, etc.)- first name, last name, and email address
- If you're working as an individual, we will put your information in this section. This person will be the Hub Owner.
In our template, you’ll also find optional fields:
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Additional Pros - up to 2 additional pros can be added into a hub. First name, last name, and email address are required
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Profile Photos & Logos for Real Estate Agent and Loan Officer - provide URLs for headshots and Logos and they will automatically appear inside of the hubs (Square images, JPEG or PNG, 150x150 minimum)
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Mortgage Information - mortgage information provided in a file will appear inside of the hub, if no mortgage information is provided we will pull whatever public data is available
The Process:
- Once our team has your file, we will ensure that everything is formatted correctly.
- A hub will be created for each property address.
- An email notification will be sent to each member of each hub (homeowners and other professionals).
- Hub members will be able to access their hub directly from the email.
- The Hub Owner will receive a summary email with the total count of all hubs that were created.
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