These instructions will outline the process for fully automating the binder creation process on HomeBinder for users of Inspection Support Network (ISN). The setup process generally takes about 10 minutes.
For an inspector that uses ISN and wishes to incorporate an automated way of creating binders, they will need to signup for an account on HomeBinder first and then set up three key parameters in their HomeBinder account.
These parameters are:
1. API Key – A string of numbers and characters that uniquely identifies all HomeBinder users.
2. Route Name – The specified path so that the two systems know how to “talk” to each other.
Example: jsmith or aplusinspections
3. Template ID – The identification of the template that the inspector wishes to use in their HomeBinder account for default parameters to create.
In addition, to automate the process of transferring binders from the inspector’s account to the client, there is an additional step (Step 6) that must be completed. Inspectors can skip this step if they want to transfer binders manually, however that is not typically done by most inspectors.
This document illustrates how to set everything up from start to finish.
***NOTE: DO NOT FORGET TO COMPLETE STEP 6 AS IF THIS IS NOT DONE, THE PROCESS
FOR TRANSFERRING THE BINDERS TO YOUR CLIENTS WILL NOT BE AUTOMATED.**
STEP 1 – Get your API Key and API Route Name
NOTE: To create an account on HomeBinder, go to https://www.homebinder.com/inspectors and click on Start Free Trial
After your account is created on HomeBinder, go to the Settings page and get your API Key and API Route Name. If these do not exist under your account , click Edit, then click Generate API Key and then choose (type in) an API Route Name. We recommend you make the route name a combination of your first and last name (no spaces, dashes, period or other characters).
Examples for API Route Name: John Smith → johnsmith
A-Plus Inspections → aplusinspections
STEP 2 – Get your Template ID
Next, get your Template ID. This can be found under Templates in the menu on the left. See the blue circle for where the Template ID can be found. Most new inspector accounts will only have one template and although an inspector can have many templates, at this point, the integration between the systems restricts the user to only use only one template at any given point in time. (although it can be changed to another template at any time.)
STEP 3 – Add Your Email Container
*Important Overview*- In order to create a binder for one of your clients, HomeBinder needs 3 required pieces of information- Client Name, Client Email, Property Address. Any other information that is added to the HomeBinder is optional.
So, we’re going to be setting up an email template in your ISN account containing Client Name, Client Email, Property Address, Agent Contact Information (optional) and The Inspection Report (optional). We’re going to setup this email to automatically send to HomeBinder after your inspection is completed. HomeBinder will automatically open the email and use the information to create a binder for your client.
Here’s how to do it- First we’re going to Open a new window and login to your ISN account. Hover your mouse over the Email Tab at the top of the page and click “Get Templates & Containers”
Next, click the “Containers” tab, find the “Blank Container” and add it to your ISN account
STEP 4 – Add/Edit Your Email Template
Next, click on “Get Templates & Containers” one more time, click on the “Templates” tab, find the HomeBinder.com Integration Template and add that to your account.
After you add that to your account, go to the “Email Tab” at the top of your page and click “My Email Templates”. Find the HomeBinder.com Integration Template that you just added to your account and click the “Edit” button.
There are a few edits that you’re going to make to this page:
1. Container: Change the container to “Blank Container”
2. Attachments: If you would like the report to automatically upload to your clients’ binders, check off the first box. Feel free to check off any of the other boxes to upload the agreement, invoice or public attachments that are associated with the inspection order.
3. Copy and paste the API Key, Partner Route Name and Template ID from your HomeBinder account into the appropriate lines of the text box.
4. If you’re located in Canada, change the Property Country line to “CA”
5. Scroll to the bottom and click Save
STEP 5 – Create Your Email Event
The final step is to create an email event that sets the rules for automating the email template that we just created.
Click the “Email” Tab, click “Email Events”, then click the “Add New Event” Button. Fill out the page as follows and click “Update Email Event”:
Note: Feel free to change the “Inspection Types” section as you see fit
Finally, Click the lightbulb to turn the email event on.
STEP 6 – Automate the Transfer Process
With Steps 1-5 completed, the process of creating binders is automated. In this last step, you’ll be automating the process of handing the binders off to your clients. As you’ll see below, a time delay can be put in place so that binders can be modified by logging into HomeBinder after they are created through the ISN integration.
Login to HomeBinder and click on the Settings in your menu, then click on Edit.
The screen will look as below:
The bottom three settings are used for this purpose.
Binder Auto Transfer/Share: This activates the system to automatically Transfer (or Share – not typically used) binders to clients. CHECK THIS BOX and confirm on the screen that comes up.
Binder Action Option: This should be set to Transfer. (In some limited cases it may make sense to Share with clients but we recommend you connect with a HomeBinder representative to discuss this.)
Binder Transfer/Share Delay (in hours): The number of hours that the binder will stay in your account on
HomeBinder before an email is sent to the client and they now have access to the binder. You can use this in cases where you want to manually modify or edit binders before they are sent to your client. Generally inspectors put this window somewhere between 4 and 24 hours. NOTE: THE MINIMUM IS 1 HOUR.
STEP 7 – Let us know you automated your account
Send an email to email@example.com that says “I integrated my ISN account”. Please don’t skip this step!
Step 8 (Optional) – Setting Up Previous Clients
Many inspectors that we talk to want to set up previous clients that have inspection orders logged in ISN prior to setting up this integration. It’s very simple to do this.
While you’re viewing an inspection order, click on the “Actions” drop down menu and select “Send an Email Template”
Then, fill out the form as follows:
1. Template: HomebBinder.com Integration Template
2. From: Leave this as your default business email
3. To: firstname.lastname@example.org
4. Then click “Send Email Template”
Let us know if you have any questions!