Home Page
View Announcements, Appointments, Property Information and your Transaction(s).
My Profile: View and edit contact information as well as change your password.
Documents
View documents that have been uploaded. You may upload select documents following these steps:
- Click “Upload” link.
- Enter Document Title.
- Click “Browse” to select and upload the document.
- Click “Upload”
Activities
Click “Activities” tab to view current transaction tasks and their status. When “Update” link appears, you may update status.
Messages
Use to send and receive messages from your Sales Associate
Note: Messages are not Internet email messages and can only be managed/viewed within the messaging feature in the HomeBaseSM system. To receive an email notification, select “Notify Upon Messaging Delivery” in “My Profile”.
Services
Click on Company or Representative link to view contact information. To view service orders, click “View All Services” link. To add other services or companies, ask your sales associate to set this up.
For more detailed instructions, click “Help” from any page on the HomeBaseSM site, or ask your sales associate for a detailed Client Guide.
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