What is HomeBase?
HomeBase is a program that allows you to manage and store your documents securely online, while also allowing you (And your Clients) access to the documents from anywhere.
Do I have to upload the documents myself?
You can upload documents yourself, but you do not have to. There are 3 ways to send your docs to HomeBase:
1. If sending through Dotblue, click the check box to the left of the doc, then click “send to HomeBase” above
2. Email the doc directly
3. Using the scanner in office, click “Fax/scan” > “All” on the Right > “_HomeBase”> Send
Who all can see the Journal entries in HomeBase?
If you are using the journal section to keep notes about a transaction, those notes will only be visible to you and other staff members. Your clients will not be able to view this section. They are part of the permanent record, and could be subject to legal review.
All of my paperwork is signed and sent to HomeBase, but how do I send things like the listing agreement to the manager to be signed?
The Transaction Coordinators know which docs need to be signed by the Managing Broker, and send those documents along to be signed, and once received, they also send accurate and completely copies to your clients as well.
How do my clients get access to HomeBase?
When the transaction is created within HomeBase, an introduction email will be sent to your client to the email you provided including a username and password, which will allow them access to all documents related to their transaction
If you need immediate HomeBase help:
Call 888-898-6014
https://cbecast.cbresourcecenter.com/Video.aspx?vid=1219
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