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Manually Send HomeIntel Reports

HomeIntel automatically sends monthly property reports to your contacts on your behalf, however certain settings will replace that automation with manual sending, which will require you to manually generate and review the HomeIntel report before enrolling each contact - regardless of the source. Once the report is generated and reviewed, you'll be able to enroll them to receive it automatically each month. Learn more about HomeIntel settings

HomeIntel reports are manually generated from the Contact Details page, and cannot be done in bulk.

Not sure who to send manually send reports to? Here are some tips to find contacts for HomeIntel.

Generating & Viewing the Report

To generate a HomeIntel report, go to the Contact Details Page, then click the either the New HomeIntel Report link below the contact's name, or go to the HomeIntel tab and click the Generate Report button.

If you do not see the New HomeIntel Report link or the HomeIntel tab is greyed out, that contact is not eligible to receive HomeIntel reports. Eligible contacts have a valid, deliverable email address and complete primary home address.

After a few seconds, the report will be generated and you can view the report by clicking the Open Report button. If you step away or forget to send the report, a To Do will be created letting you know the report is ready.

Sending the Report

Once the report is generated and reviewed, you can simply click the Send button. This will not only send the report right then, but will also enroll that contact to automatically receive reports each month (there is no option to manually send reports each month).

The first report must be sent to enroll the contact to receive automated reports each month.

You can click on the HomeIntel tab in the contact details to see their address details, current HomeIntel report, and previously sent reports.

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HomeIntel Settings

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