Best practices when using Homie

Homie understands natural language, but like working with any assistant, clear instructions get better results.

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Be specific

The more detail you provide, the more accurate Homie’s response. Tell Homie:

• Which document or folder you want it to handle
• Which field — “buyer name” is clearer than “the name”
• The exact value — “3.5%” is better than “around 3%”
• Which party — “the buyer’s agent” is clearer than “them”

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Combine related requests

Homie handles multi-step requests efficiently. Instead of sending five separate messages, combine them: “Draft the purchase agreement, set the buyer to Jane Smith, the price to $400,000, and send it for signatures” Homie handles everything in the right order automatically.

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Use roles when communicating

When asking Homie to email someone, use role names — Homie matches them to contacts in your deal data:

• “Email the buyer’s agent” — not “email john@email.com”
• “Send the lender a status update” — not “send the loan officer”
• “Email the title company” — Homie resolves this to the escrow/title contact

Homie understands common synonyms:

• lender / loan officer / LO
• title / escrow / settlement
• inspector / home inspector
• buyer’s agent / buying agent
• seller’s agent / listing agent

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Set up preferences early

Before diving into deals, take 15 minutes to set up your preferences. Good preferences save you from repeating the same instructions:

• “Always use a 10-day inspection period”
• “Default earnest money to $5,000”
• “On purchase agreements, always select as-is and possession at closing”

Once saved, Homie applies them automatically. You’ll stop repeating yourself in every chat.

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Fill deal data before drafting

Homie works best when it has context. Fill in your deal data (contacts, dates, financials) before drafting documents. This way:

• Drafted documents come pre-filled with party info, dates, and amounts
• Emails can be sent to the right people without you providing contact details
• Expert guidance is more specific to the deal’s situation

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Ask what’s available

If you’re not sure what’s in your deal, ask before making changes:

• “What information can I save in my deal data?” — shows all deal data fields
• “What’s currently filled in on the purchase agreement?” — shows field values
• “Can you do a quick compliance check on the listing rep agreement and tell me if I’m missing anything?”
• “What reminders are set?” — lists active reminders
• “What calendar events are on this deal?” — lists scheduled events

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When something doesn’t work

If Homie can’t complete a request, it tells you why and asks for clarification. Common situations:

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Use Homie for things you’d normally do manually

Many users start with Homie for document drafting and stop there. But Homie can also:

• Set reminders — “Remind me to follow up on the appraisal next Monday”
• Perform research — “Can you tell me if the property is in an HOA, MUD, or PID?”
• Organize files — “Create a Closing folder and move the settlement statement there”
• Check status — “What’s the signature status on the contract?”
• Sync to SkySlope — “Push all documents to SkySlope”
• Get expert advice — “What disclosures are required in my state?”

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Think of Homie as your TC

The best way to use Homie is the same way you’d work with a great transaction coordinator:

• Give clear instructions
• Provide all the info needed in one message
• Let Homie handle the execution
• Check the results and provide feedback

The clearer you are, the fewer back-and-forths you’ll need.

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Propagate changes across documents

When you make a change that affects dependent forms (like switching financing from FHA to conventional, or updating the closing date), tell Homie to reflect it everywhere:

• “Change the financing to conventional and reflect this across all documents in the offer packet”
• “Update the closing date to May 15 on the purchase agreement and all the addenda”
• “Change the buyer name to Jane Q. Smith across all documents in the Contracts folder”

Without this, Homie only updates the specific document you mention. Always tell Homie to propagate when a change could affect other forms.

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You don’t always need Homie

For quick edits, you can skip the chat entirely:

• Edit document fields — click any document to open it in the PDF editor and edit directly
• Draft a document — click the ”+” button on any folder, switch to Draft from Template, and pick the form
• Upload files — drag and drop PDFs on the documents page

Homie is best for multi-step tasks, bulk operations, and things that are faster to say than click.

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Let Homie research and implement

One of Homie’s most powerful patterns: ask it to research something and apply what it finds directly into your documents. Homie fine-tunes its research based on your transaction side, role, property address, and state.

• “Research the property and check the addenda boxes in the PA as needed”
• “Find the listing agent’s information and populate it in the purchase agreement”
• “What’s the legal description for this property? Add it to the contract.”
• “Can you tell me if the property is in a local utility district? What forms do I need for that?”
• “Draft a general addendum with standard protective clauses based on the property’s major red flags”
• “Based on the property address, what disclosures should I include in this offer?”

The more context Homie has (full address, deal type, your role), the better its research.

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Be explicit with signatures

When placing or managing signature fields, use clear language about what you want and where:

• “Add signature and initial fields to the purchase agreement”
• “Place signature fields on all documents in the Offer Packet folder”
• “Remove the initial boxes for dual rep in the PA”

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Power user patterns

These patterns combine multiple capabilities for maximum efficiency: Full offer prep in one message:

“Draft the purchase agreement with the buyer as Jane Smith, price at $400,000, earnest money$5,000. Also draft the financing addendum and the property condition addendum. Put them all in a folder called Offer Packet.”

Research-driven drafting:

“Research the property at 123 Main St, Alamogordo, NM 87310 and draft a send-ready offer based on the property facts. Check the addenda boxes as needed.”

End-of-day deal update:

“Update the closing date to April 30, create calendar events for all key dates, and email the title company about the new closing date.”

Follow-up cadence:

“Set a weekly reminder to follow up with the lender on the appraisal, and email the lender now asking for an update.”

Quick deal setup:

“Set the buyer to Jane Smith, jane@email.com, 555-123-4567. Set the seller to Bob Wilson, bob@email.com. Contract price $425,000, earnest money$5,000, closing date May 15.”