Learn how to configure Settings in your HomeBinder account. We recommend checking your settings regularly and updating them as needed.
Company:
In the Company section, you can adjust your basic account details such as name, company name, contact information, and upload your company logo.
Employees:
In employees, you can have one team email or add your inspectors for specific branding.
Automation:
API Key: A unique key for integrating HomeBinder with other software.
API Route Name: An additional field required for integrations.
Binder Template ID: This identifies your Binder Defaults template, ensuring binders are configured as you want.
Binder Auto Transfer: Check this box to automatically send binders to clients once created. We recommend enabling this to streamline your workflow and ensure clients receive their binders quickly.
Send Agents Transfer Notifications: When selected, this sends a one-time email to the agent involved in the transaction, notifying them that a binder was created for their client. It helps keep the agent informed but does not grant them access to the binder.
Binder Action Option: Choose whether to Transfer or Share binders.
Transfer gives full ownership of the binder to the client, meaning you no longer have access.
Share allows you to remain a co-owner of the binder, with options to let clients either read or edit the binder.
Binder Transfer/Share Delay: Set a delay (in hours) before binders are automatically sent to clients. We recommend a delay of 1–5 hours, but no more than 24 hours, as clients are more likely to engage with the binder soon after receiving their inspection report.
Self-Serve Link: A unique URL that allows agents to create their own personal binder for their home.
Don’t forget to click Save Changes at the top right when you're done!
If you need additional assistance, please submit a request through iGopher for support!