Your clients are the people you track in Homsie — your book of business. Each client can have one or more properties, and Homsie keeps their home values, equity, and growth up to date so you always know where they stand.
The client list
Open Clients under Portfolio to see everyone you track. Use the search bar to find someone by name, email, or phone. To add new clients, click Invite Clients in the sidebar — see "Getting your clients into Homsie."
Owner — the team member a client is assigned to (shown to admins).
Tabs give you quick views of the list:
All Clients — everyone.
Needs Review — clients with a valuation waiting for you to review and approve.
On Market — clients who currently have a property listed on the market (detected from the MLS, whether or not they listed with you). See "The On Market tab."
Filter your list
Click Filter next to the search bar to narrow your list down. Each option shows how many clients match, so you can see the size of a group before you pick it.
Properties — No properties, Has properties, Valued (at least one property has an estimated value), Needs review, On market, and Unavailable (a property is marked "Estimate unavailable").
Client Status — Signed up (they've created their account), Invited (they've been sent a portal invite but haven't signed up yet), and Uninvited (you added them as a new client in Create CMA and unticked Invite this client to the portal, so they were never sent a portal invite). Only a one-off CMA can do this — CSV and Follow Up Boss imports don't have this option. Invited clients don't need to sign up to hear from you — once you've approved a valuation, they get the monthly valuation email (and text, if they have a mobile number) like everyone else. Uninvited clients don't receive monthly valuation emails or texts. To invite an Uninvited client later, click the three dots at the end of their row, choose Send Invitation, then click Send Invitation Email. The Uninvited tag is removed and they move to Invited.
Owner — clients assigned to a specific team member, or Unassigned. Only admins see this one.
List — clients from a specific import list, or No list.
Source — Linked to Follow Up Boss, for clients connected to a contact in your CRM.
Email — Bounced, for clients whose emails aren't reaching them. These are worth a quick check — a typo in the address is the most common cause.
Tick as many options as you like. Options in the same group widen your results (for example, Invited or Uninvited), while options in different groups narrow them (for example, Invited and Linked to Follow Up Boss). Active filters appear as chips above the list — click the x on a chip to remove it, or Clear all to start over.
Portfolio metrics
Scroll the list to the right to see each client's portfolio at a glance:
Email / Phone — contact details. A red Bounced tag next to an email means messages to that address aren't being delivered.
Properties — how many homes you track for that client. A marker on the count flags that one of their properties needs review.
Total Equity — estimated equity across their properties (green when up, red when down. Total equity is based on purchase price vs what the property is worth today, Homsie does not factor in mortgage data at this time).
Total Volume — the total estimated value of their properties.
Growth — how their value has changed over time.
Quick actions
Click the three dots at the end of a client's row for quick actions:
For Invited clients (sent an invite but not signed up yet): Copy sign-up link, Resend Invitation, and Cancel Invitation.
For Uninvited clients: Copy sign-up link, Send Invitation (sends their first portal invite), and Remove Client.
For clients who have signed up: Copy portal link, Push to FUB (when Follow Up Boss is connected), and Remove Client.
Send Invitation and Resend Invitation are greyed out until your MLS agreement is complete.
Send an invitation to an Uninvited client
If you added a client without a portal invite, you can send them one at any time:
Under Portfolio, open Clients. To see only these clients, click Filter and tick Uninvited under Client Status.
Click the three dots at the right-hand end of the client's row and choose Send Invitation.
A window titled Send Invitation opens. Click Send Invitation Email to email them their portal invite. You can also click Copy Link to share their sign-up link yourself, or Close to leave without sending.
Once the email is sent, the Uninvited tag goes away and the client moves to Invited. For clients who are already Invited, the same three-dot menu shows Copy sign-up link, Resend Invitation and Cancel Invitation instead.
All clients vs Lists
The toggle at the top switches between your full client list and your Lists — groups of clients created when you import from a CSV or a connected CRM. Each list card shows how many of its properties have been valued.
Admins can tidy up lists from the three dots on a list card:
Archive — hides the list without changing any clients. Click Show archived to see archived lists again, and Restore to bring one back.
Delete — removes the list grouping. On its own, the contacts in it stay in your account. If an import went wrong and you want to start fresh, tick Also delete the contacts and properties imported with this list. That deletes the contacts who never signed up, along with their properties. Clients who have signed up keep their accounts and properties — they're only removed from your organization.
A list can't be deleted while it's still importing.
The client detail page
Click a client (or the arrow at the end of their row) to open their detail page. The top shows who the client is, who they're assigned to (shown to admins), and a summary of their portfolio — number of properties, total equity, total volume, and how many items need your review. Below, each of their properties is listed, with anything that needs attention flagged, alongside the client's Activity timeline. From here you can review a valuation, download a CMA, and manage the client's properties.
Keep their contact details up to date
The client's email and mobile number sit under their name. Admins and the team member the client is assigned to can edit both:
Email — click the pencil icon to correct it, then Save. If Homsie spots a problem with the address, you'll see a Bounced, Undeliverable, or Check email tag next to it. When Homsie can tell what was meant, it suggests a fix — for example, "Did you mean jane@gmail.com?" — click it to fill in the correction. Once fixed, emails start reaching the client again. Client emails come from noreply@mail.gethomsie.com, so if a client can't find one, ask them to search for that address and check their spam or junk folder.
Mobile number — used to text the client their monthly home value update, sent from +1 (236) 243-0227. Click Add mobile number (or the pencil icon if there's already one), enter the number, and Save. Clients can stop the texts at any time by replying STOP. If a client can't receive texts, you'll see a Texts: opted out tag next to their number — hover over it to see why (for example, they replied STOP, turned off text updates, or their carrier rejected the number).
Copy sign-up link / Copy portal link — copies the client's personal link so you can send it to them yourself by text or email. Clients who haven't signed up yet get a sign-up link; clients who already have an account get a link to their portal.
Invite or remove a client
Click the three dots under the client's name (next to Assigned to for admins). Admins can do this for every client; other team members for the clients assigned to them.
Send invitation or Resend invitation: for clients who haven't signed up yet. Uninvited clients show Send invitation, which sends their first portal invite. Invited clients show Resend invitation, which sends the invitation email again. Either one opens a window where you can click Send Invitation Email (or Resend Invitation Email), or click Copy Link to share the sign-up link yourself. Once an Uninvited client is sent their invite, the Uninvited tag is removed and they move to Invited. This option is greyed out until your MLS agreement is complete.
Cancel invitation: for Invited clients who haven't signed up yet. This deletes the pending contact and all of their properties. If they're also linked to another organization, only your link is removed.
Remove client (Uninvited clients): deletes the contact and all of their properties. They were never invited, so they won't be notified. If they're also linked to another organization, only your link is removed.
Remove client (signed-up clients): they're removed from your organization and stop receiving monthly valuations from you, but their account is kept. If they have properties still waiting for review, you'll see Also delete their properties that are still in review? Leave it ticked to clear those out too, or untick it to keep them.
⚠️ Important: cancelling an invitation or removing an Uninvited client can't be undone.