Your client's invite comes with your name and branding. It's sent from noreply@mail.gethomsie.com, shows as coming from you and your team (for example, "Jane Smith - Smith Realty Group"), and has the subject Access your home portal.
First, check it's been sent
Invites go out once a property's valuation is approved:
Create CMA — when you approve the value at the end of the wizard.
CSV and Follow Up Boss imports — when you approve each valuation in Needs Review, or as soon as it's ready if you ticked Auto-approve Homsie AI evaluations.
If you ran Create CMA and left before clicking Submit, the client and property are still saved, but no invite email goes out. Open the three dots next to their name in Clients, choose Resend Invitation, and send it to start nurture.
If the valuation is still waiting in Needs Review, the invite hasn't gone out yet. Approve it and it's on its way. Uninvited clients (added in Create CMA with Invite this client to the portal unticked) aren't sent one at all.
Then try these
Check the Activity tab. Open the client and look at their Activity tab to confirm the invite email was actually sent, and whether it's been opened. If it's not there yet, the invite hasn't gone out.
Check the email address. A Bounced, Undeliverable, or Check email tag next to it means the email isn't getting through. Click the pencil icon to correct it. If Homsie suggests a fix, like "Did you mean jane@gmail.com?", click it to fill it in.
Check spam and Promotions. Ask your client to search for noreply@mail.gethomsie.com. Gmail often files it under Promotions. If they add the address to their contacts, their monthly updates will reach them too.
Resend the invitation
Go to Clients and click the three dots at the end of the client's row.
Choose Resend Invitation. Check that the email address shown at the top is right.
Click Resend Invitation Email. You'll see "Invitation email sent to…" once it's on its way.
[Screenshot: Resend Invitation window with the invite link and Resend Invitation Email button]
To resend, the client needs a property with an address on file. Until then, you can still share your link.
Share the link yourself
In the same window, click Copy Link, or choose Copy sign-up link from the row menu, then text or email it to your client. Anyone who signs up through your link is linked to you.
⚠️ Important: if the address bounced, emails to it won't be delivered. Correct the address first, then resend.