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Preferences are standing instructions that Homie remembers and applies automatically across your deals. Think of them as your personal playbook — set them once, and Homie follows them every time.

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Why preferences matter

Without preferences, you’d repeat the same instructions in every chat:
  • “Always use a 10-day inspection period”
  • “Default earnest money to $5,000”
  • “On purchase agreements, always select as-is”
With preferences, you tell Homie once. It applies them every time it drafts, fills, or works on your documents.

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Types of preferences

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User preferences

Standing instructions that apply across all your deals. These go into every interaction with Homie and help with repeatable, multi-step workflows. Examples:
  • “Always use my brokerage’s standard commission split of 3%”
  • “Default earnest money to $5,000 unless I specify otherwise”
  • “When creating a deal, always set the option period to 10 days”
  • “When drafting an offer packet, include the financing addendum and the property condition addendum”

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Document preferences

Instructions tied to a specific document type. These activate whenever Homie drafts or fills that particular form — useful for templating repeatable data across deals. Examples:
  • “On purchase agreements, always set the inspection period to 10 days and select possession at closing”
  • “On listing agreements, always include the seller’s disclosure notice”
  • “On buyer rep agreements, always pre-fill the brokerage fee as 3%“

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Creating a preference

  1. Go to Preferences in the sidebar
  2. Click New Preference
  3. Fill in:
    • Name — a short title (e.g., “Standard offer defaults”)
    • Content — the instruction Homie should follow
    • Type — User Preference or Document Preference
    • Document type (for document preferences) — which form this applies to
  4. Save

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How Homie uses preferences

Homie remembers your preferences automatically. You don’t need to reference them in your chat — Homie picks them up every time.
  • User preferences apply to all interactions within your deals
  • Document preferences activate when Homie works on the matching document type
  • If you give Homie an instruction in chat that conflicts with a preference, the chat instruction wins for that specific request

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Organization-level preferences

Admins and TCs can create preferences that apply across the entire organization. These work the same as personal preferences but affect all team members’ deals — useful for brokerage-wide standards.
If a personal preference conflicts with an organization preference, Homie uses the personal preference for your deals.

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FAQ

There’s no hard limit. Create as many as you need to cover your standard workflows.
You can delete a preference and recreate it later. Or override it in chat for a specific request — your chat instruction takes priority.
Yes. Preferences apply to both Homie chat and Homie email.