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!