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HOMEBUILDER PORTAL: BUYER REGISTRATION

Learn how to grant Portal access to Buyers (Customers).

Inviting Buyers (Customers) to the Portal

First, the customer must be created in the HomeBuilder software. For more information on that, read Lot Customers and Contacts.

Once the customer and contacts for the Lot are created in HomeBuilder and assigned to the Lot, this information is transferred to the Portal.

Now, in the HomeBuilder Central (Portal), click 'Buyers' to display the buyers list. Afterward, select all Buyers that should receive the invitation and hit 'Send Invitation' (2 red rectangles in the screenshot below):

Note that if the buyer has already been registered, it is marked by the checkmark (green rectangle on the screenshot above).