If a client hasn't created their account yet (you may have seen this called "Pending"), they show as Invited or Uninvited in your client list. Use Filter → Client Status → Invited to see everyone who's still to sign up.
The good news: they don't need to sign up to hear from you. Once you've approved a valuation, Invited clients get their monthly home value email (and text, if they have a mobile number), and every button in it leads them to sign-up. Uninvited clients haven't been sent anything. They were added in Create CMA with Invite this client to the portal unticked.
Nudge them to sign up
Check their email address. Open the client and look for a Bounced, Undeliverable, or Check email tag next to their email. A typo is the most common culprit. Click the pencil icon to fix it.
Check spam. Ask them to search their inbox for noreply@mail.gethomsie.com and look in their spam, junk, or Promotions folder. If they add that address to their contacts, future updates will land in their inbox.
Resend the invite. In Clients, click the three dots at the end of their row, choose Resend Invitation, then click Resend Invitation Email. For an Uninvited client, this sends their first invite and moves them to Invited.
Send it yourself. Choose Copy sign-up link from the same menu and text or email it to them personally. A quick note from you often gets the fastest response.
[Screenshot: client row menu showing Copy sign-up link, Resend Invitation and Cancel Invitation]
Once they create their account, they move to Signed up automatically. Still no luck? See "My client didn't get their invite email."

