This is the core Homsie workflow: add a home, let Homsie value it, adjust anything you disagree with, and send it to your client. Click Create CMA in the sidebar (or at the top right of the Properties page). A tracker on the right shows the steps: Address, Client Information, General Information, Interior, Parking and Evaluation Preview.
⚠️ Important: Create CMA unlocks once your MLS agreement is complete. Until then, you'll see Complete your MLS agreement with a link back to onboarding.
Add the home
Address. For a condo or apartment, turn on Is this a condo? and enter the Unit Number (it's required for condos). Type the address, select it from the list and click Continue.
Confirm the match. If Homsie finds the home, it shows its photos and basics. Click That's it! and Homsie pre-fills most of the details for you. Click No it's not to search again, or No, Edit Manually to enter the details yourself.
Choose the client
On Client Information, pick an Existing Client, or choose New Client and enter their name, email and (optionally) a Mobile Number for monthly text updates. Leave Invite this client to the portal ticked to send them a sign-up link once you submit. Untick it to add them without any emails. They'll show as Uninvited until you invite them from the three dots on their row in Clients.
Fill in the details
Confirm the basics on General Information (property type, style, year built, lot size and purchase price), then square footage, bedrooms and bathrooms on Interior, and Parking. When you continue from Parking, Homsie creates the property and prepares the valuation. It only takes a moment.
Review the valuation
On Evaluation Preview, you'll see the Estimated Value, the value range and the comparables, each tagged AI Suggested. Each comparable includes a "Why this comparable" note explaining why Homsie chose it.
Set your own value: click the value or its edit icon and type your number. The tag changes to You, and your client's portal shows your photo and the date you updated it.
Change the comparables: click Edit Comparables, add or remove them, and save your selection. If you changed anything, Homsie asks whether to Re-run AI Estimation or Keep Current Value.
Fix a detail: click Back to return to Parking.
Submit
Click Submit to approve the valuation. What happens next depends on the client:
New client, invited: Homsie emails them "Access your home portal" from noreply@mail.gethomsie.com, and you'll see Share this invite link with a Copy button if you'd like to send it yourself too.
New client, not invited: you'll see Property added without an invite. They won't get any emails until you invite them.
Existing client with an account: the home appears in their portal right away, and they get an email called "A new property on your home portal".
Click Download CMA to share the report, or Done to head back to Properties. From here, your client gets their monthly value update automatically.