1. Help Center
  2. Automated Marketing
  3. Understanding client's dashboard

Can a contact update the home details in their Home Value Dashboard?

Yes, a contact can edit their home details directly from their Home Value Dashboard. When requesting a cash offer, a contact can update their home details themselves while on the Fello form submission journey.

How a contact can edit their home details:

In their Home Value Dashboard, the contact can scroll to Your Home Estimate and click Improve your home value estimate.

Screen Shot 2022-12-30 at 12.45.24 PM

They can also scroll to Home Details and click Edit home facts to improve your home estimate.

Screen Shot 2022-12-30 at 12.57.42 PMIn both instances, a popup window will appear where the contact can edit their home details. When the home details are correct, they will click Continue.

Screen Shot 2022-12-30 at 12.46.31 PM

They will then be prompted to confirm their contact information, timeline to sell, and are given the option to add a message to the agent. They will then click Submit.

Screen Shot 2022-12-30 at 12.48.24 PM

A notification will be sent to your email as a CMA request showing that the contact updated their home details. 

Screen Shot 2022-12-30 at 12.50.27 PM


How a contact can update home details on the Fello form submission journey:

When basic home details are presented to the contact, they can make changes if necessary in the text boxes on the right.

Screen Shot 2022-12-18 at 5.32.30 PMWhen all details are correct, the contact can click Looks Good to proceed.

Screen Shot 2022-12-18 at 5.36.24 PM