Skip to main content
Homie gets better the more you use it — and these habits will help you get the best results from the start.

​
Set up preferences early

Before diving into deals, take 5 minutes to set up your preferences. Common ones:
  • Your default earnest money amount
  • Your standard commission split
  • Inspection period defaults
  • Any brokerage-specific requirements
Once saved, Homie applies these automatically. You’ll stop repeating yourself in every chat.

​
Fill deal data before drafting documents

Homie works best when it has context. If your deal data has the buyer, seller, price, and dates filled in, Homie can:
  • Pre-fill documents more accurately
  • Answer questions about your deal
  • Make smarter suggestions
Best practice: Fill in deal data → Draft documents → Let autofill do the work

​
Combine requests

Homie handles multi-step requests efficiently. Instead of:
  1. “Draft a purchase agreement”
  2. (wait)
  3. “Set the buyer to Jane Smith”
  4. (wait)
  5. “Set the price to $400,000”
Try:
“Draft a purchase agreement with the buyer as Jane Smith and the price at $400,000”
One message, one result.

​
Use Homie for things you’d normally do manually

Many users start with Homie for document drafting and stop there. But Homie can also:
  • Schedule meetings — “Email the buyer’s agent to set up a walkthrough on Thursday at 2pm”
  • Set reminders — “Remind me to follow up on the appraisal next Monday”
  • 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”
The more tasks you delegate to Homie, the more time you save.

​
Ask before acting

When you’re not sure what’s available, ask:
  • “What documents can I create?”
  • “What fields can I edit?”
  • “What’s currently filled in on the contract?”
  • “What reminders are set?”
This avoids guessing and gives you the exact names and options Homie expects.

​
When something doesn’t work

If Homie can’t complete a request, it tells you why. Common fixes:
IssueFix
”Document doesn’t exist”Draft it first, then fill fields
”Document is locked”It’s out for signatures — void first to edit
”Field not found”Ask “What fields can I edit?” for exact field names
”Can’t do that”Some tasks require the UI — like creating deals or uploading files

​
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.