This article outlines how to integrate HomeBinder with Horizon and how to automate the Binder Creation process.
This guide will help you automate the binder creation process in HomeBinder for Horizon users who are using the Traditional HomeBinder product. Once integrated, inspectors can create binders with a single click on the Report Publishing screen. If you are using the full version of HomeBinder, which includes Repair Pricer for your agents, and the service to provide your buyers with a Home Expert to set up their utilities and other home services, integration is set up for you during onboarding.
- Get Your API Key and Route Name
After creating your HomeBinder account, go to the Settings page to retrieve your API Key and Route Name. If they don’t exist, click Edit, then Generate API Key, and choose a Route Name. We recommend using a combination of your first and last name without spaces or special characters (e.g., johnsmith). - Get Your Template ID
Find your Template ID in the Templates section of the HomeBinder menu. New accounts typically have only one template, but you can create more. However, Horizon only supports one template at a time, which you can change later if needed. - Enter Your Details in Horizon
With your API Key, Route Name, and Template ID, go to your Horizon profile and click Settings next to HomeBinder Integration. Enter the details, check the Enable HomeBinder Integration box, and Save your changes. - Create Your First Binder
Now that the integration is complete, you’ll see a Create HomeBinder button on the Report Publishing screen in Horizon. Click it to generate a binder for each inspection. A confirmation message will appear once the binder is successfully created. - Automate the Transfer Process
To automatically transfer binders to your clients, log into HomeBinder, go to Settings, and click Edit. Check the Binder Auto Transfer/Share box to activate auto-transfer. Set the Binder Action Option to Transfer, and select a Binder Transfer/Share Delay (in hours). We recommend a delay of 4 to 24 hours to allow time for edits before the binder is sent. The minimum delay is 1 hour. - Adding Previous Clients (Optional)
You can add binders for past clients by locating their inspection reports, going to the delivery screen, and clicking Create HomeBinder just like with new inspections.
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