Clients can come into Homsie a few different ways — and however they arrive, once they have an account they get their own branded portal to track their home value, while you stay top of mind with automatic monthly value emails. Use whichever route fits how you work.
Share your invite link
The quickest way to bring in clients yourself is your personal invite link.
Click Invite Clients — in the sidebar
2. Copy your invite link and share it anywhere: a one-to-one email, a newsletter, a text, a social post. Anyone who signs up through it is automatically linked to you. The link opens a branded sign-up page that shows the client you invited them. They enter their details, create an account, and they're in. If you want a more explained version of why they should join your home portal, check out landing page in marketplace!
You can also invite a whole list at once from this window using Import from CSV.
Import a list or connect your CRM
To bring in a batch of existing contacts, import a CSV or connect your CRM from Integrations. Each import becomes a List you can track. See "Integrate With Homsie."
Create a CMA
When you create and submit a CMA for a client, Homsie invites that client to their portal automatically — and they begin receiving monthly value updates. It's a natural way to bring in a client and their property at the same time. See "Creating a CMA."
Capture inbound leads with Marketplace
Your Marketplace tools — the sign-up widget and the landing page — bring homeowners to you. Anyone who signs up through them lands in Homsie as a new lead you can follow up with. See "Grow with Homsie."