Create a new lead in your Sierra account.

Find lead in your Sierra account.

Update an existing lead in your Sierra account.

Creating a new client

Create a loan associated with a home (which is associated with a client)

Creates a webhook client in Homebot, which will be called when certain events occur within Homebot

Update name, phone, email, buyers access, and other client data.

Update one or more fields of a loan record

Use a normalized address to find a matching home. Very useful in scenarios when a home creation request has failed due to that address already existing in the system for a given customer.

Using a client ID, get a list of all homes associated with that client

Use a normalized address to find a matching home. Very useful in scenarios when a home creation request has failed due to that address already existing in the system for a given customer.

Using a client ID, get a list of all homes associated with that client

Add an upcoming task for the lead.

Stop the current fully automated action plan and count the lead as having responded to the plan.

Creates a listings saved search for a client (using a client ID)

Create a home for a client (using a client ID)

Creates a pre-qualification/pre-approval for a Client (using a client ID)

For a given Homebot Home ID, find the attributes of that home

Update a home using the home ID

Finds a client by a given email address

Get a name, email, and phone number for a client. Check a client's language preference (locale can be english or espanol), buyer's target close date or target zip codes for purchase (market interest).

Finds a client by a given email address

Get a name, email, and phone number for a client. Check a client's language preference (locale can be english or espanol), buyer's target close date or target zip codes for purchase (market interest).