This article outlines how to integrate HomeBinder with Spectacular and how to automate the Binder Creation process.
For Spectacular users with the Traditional HomeBinder product, we've outlined the steps to help you automate the binder creation process in HomeBinder.
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.
Create a HomeBinder Account: Sign up at homebinder.com under the "Home Inspectors" section.
Get Integration Details:
- Go to Settings in HomeBinder to find your API Key and Route Name.
- Go to Templates to get your Template ID.
Enter in Spectacular:
In Spectacular, navigate to Inspector Info and input your API key, Route Name, and Template ID. Click Done.
Enable Auto-Transfer:
Back in HomeBinder under Automation, turn on Auto Transfer and set a delay (typically 1-2 hours).
Send Reports:
After completing an inspection report, select HomeBinder when sending the report. The report will automatically transfer to HomeBinder, where a binder is created, and the inspection report is included in the documents.
HomeBinder Email Sent to Client:
After the set delay, HomeBinder sends a welcome email to the client with access to their binder and ongoing maintenance reminders.
This integration simplifies the workflow, allowing inspectors to easily manage binders and maintain valuable client connections.
Our support team can assist if you have additional questions.