> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your preferences

> Save standing instructions that Homie follows every time it works on your deals and documents.

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.

## 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.

## Types of preferences

### 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:**

* *"When drafting an offer packet, always include the financing addendum and the property condition addendum"*

### Document preferences

Instructions tied to a specific document type. These activate whenever Homie drafts a 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%"*

## Creating a preference

1. Go to **Preferences** in the sidebar
2. Click **New Preference**
3. Press on the type of preference you want to set (User or Document Preferences)
4. Fill in:
   * **Name** — a short title (e.g., "Standard offer defaults")
   * **Content** — the instruction Homie should follow
   * **Document type** (for document preferences) — which form this applies to
5. Click **Create**

## Conditionality within preferences

You can set conditional rules for Homie. This allows Homie to take different types of action depending on available data, deal type, requests, etc.

**Examples:**

* *"Do a web search for the year built of the property. If it was built pre-1978, always include a lead-paint addendum when drafting an offer packet"*
* *"If the property is located on Zip codes 71218, 71214, or 72371, always include a municipal utility district addendum in the listing packet"*

## 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

<Info>
  If you give Homie an instruction in chat that conflicts with a preference, the chat instruction wins for that specific request
</Info>

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="How many preferences can I create?">
    There's no limit to the number of preferences you can create. Each preference can be up to 10,000 characters.
  </Accordion>

  <Accordion title="Can I turn a preference off temporarily?">
    You can delete a preference and recreate it later. Or override it in chat for a specific request — your chat instruction takes priority.
  </Accordion>

  <Accordion title="Do preferences affect Homie email too?">
    Yes. Preferences apply to both Homie chat and Homie email.
  </Accordion>
</AccordionGroup>