Be specific
The more detail you provide, the more accurate Homie’s response.- Less effective
- More effective
“Update the document”
- Which document — especially if your deal has multiple documents
- Which field — “buyer name” is clearer than “the name”
- The exact value — “April 30, 2025” is better than “next month”
- Which party — “the buyer’s agent” is clearer than “them”
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.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
- lender / loan officer / LO
- title / escrow / settlement
- inspector / home inspector
- buyer’s agent / buying agent
- seller’s agent / listing agent
Set up preferences early
Before diving into deals, take 5 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”
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:- Autofill can populate most fields in one step
- Drafted documents come pre-filled with party info, dates, and amounts
- Emails can be sent to the right people without you providing contact details
Ask what’s available
If you’re not sure what’s in your deal, ask before making changes:- “What documents can I create?” — lists all templates for your state
- “What fields can I edit on this deal?” — shows all deal data fields
- “What’s currently filled in on the purchase agreement?” — shows field values
- “What reminders are set?” — lists active reminders
- “What calendar events are on this deal?” — lists scheduled events
Review what Homie drafts
When Homie drafts a document, it applies standard market defaults for your state (inspection periods, common elections, possession terms). These are good starting points, but:- Always review defaults before sending for signatures
- Check pre-filled values — Homie fills what it can from deal data and property records, but your specific deal terms may differ
- Override anything by asking Homie to change it: “Change the inspection period to 14 days”
When something doesn’t work
If Homie can’t complete a request, it tells you why and asks for clarification. Common situations:| Situation | What to do |
|---|---|
| Document doesn’t exist yet | Ask Homie to draft it first: “Draft a purchase agreement” |
| Field name not recognized | Ask “What fields can I edit?” to see exact field names |
| Document is locked | It’s out for signatures — void first: “Void the signatures on the contract” |
| Missing contact info | Homie will ask you for the email — provide it and it continues |
| Ambiguous request | Homie asks a clarifying question — just answer it and it proceeds |
| Can’t send a text | Email is the only supported channel — Homie offers to send an email instead |
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 5,000. Also draft the financing addendum and the property condition addendum. Put them all in a folder called Offer Packet.”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 5,000, closing date May 15.”