5/02/2025 Feature Update: Client Notes & Clearer Language in Your Portal

We’ve made a few small—but mighty—updates to help you stay more organized and avoid confusion when managing leads and clients inside New Home Buddy.

This update includes two key improvements:

• You can now add private notes to your clients directly inside your portal.
• We’ve made some simple language changes to make it easier to understand who’s who, and what’s what—especially when it comes to generating leads vs. working with active buyers.

• Add Client Notes
• “Open Search” is now “Lead Gen Search”
• Builders: “Clients” are now “Buyers” (in the Clients Tab)

New Feature: Add Notes to Any Client

Whether it’s a quick reminder, call recap, or next steps—you can now add a note to any client directly from their profile.

You can see this on any Client Details page (click the Notes button or pencil icon to Edit the Client):

During New Client creation (look for the Notes field)

You can also add notes during New Client creation:

Notes are saved privately to your portal and editable any time.

💡 You can use Notes to keep track of important context: buyer preferences, follow-up timing, or what stage they’re in.

Language Updates: More Clarity, Less Confusion

We heard your feedback—some of our terms weren’t as clear as they could be. So we’ve cleaned things up to make New Home Buddy easier to navigate and explain to others.

1. “Open Search” is now “Lead Gen Search”

We renamed this to better reflect what these links are for: generating leads.

Why the change?

“Open Search” sounded like a technical term and often needed extra explanation. With our recent upgrades that turn clicks into leads, the new term says it all:

Lead Gen Searches = links that bring in new buyers.

No functionality has changed—just clearer naming.

2. Builders: “Clients” are now “Buyers” (in the Clients tab)

Inside the Builder Portal, you now create Buyers and Agents—instead of Clients and Agents.

Why the change?

The old setup led to awkward terms like “Client Clients.” This update makes the distinction more intuitive.

You’ll still select a type (Agent or Buyer) when creating a contact. Nothing about the flow has changed—just the words on screen:

You’ll also see the term “Buyer” on your Clients list:

💡 Important: This does NOT apply to your existing Client Searches—only public browsing links where you want to capture new prospects.

We chose 90 seconds based on user behavior trends—and we’ll continue fine-tuning based on results. Our mission is simple: more opportunities, fewer missed connections.

That’s It—Quick, Clean, and Built for Better Workflows

These may seem like small tweaks, but they’re all about making your day smoother.

Less guesswork. Less friction. More focus on selling.

🔔 Log in now to try it out: