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Let’s take a look at how to manage your contacts in Home Monitor — from adding and removing clients in your campaign to resolving any that fail verification.

To get started, navigate to www . tabrasa . io and click the link for T1 Login

Enter your username and password. Your username is your email address.

If you don't know your password, don't worry, just click the reset password link and you'll receive an email to update your password.

Once logged in, click the Home Monitor link.

Click the Enable Home Monitor button to activate Home Monitor and start managing your campaign's contacts.

A pop-up will appear with details on how the campaign works and where to view your results. Click "Enable" again to confirm. Once activated, the campaign will run daily, automatically including any new contacts added the previous day. Monthly reports will begin one month after each contact's first report is generated.

The Manage Contacts tab in Home Monitor allows you to add, remove, or update client information for your campaign.

Contacts are grouped into five categories:

Add Contacts...

Pending Verification...

Active Contacts...

Failed Matches...

and, Needs Info.

The Add Contacts tab includes contacts that can be enrolled in the Home Monitor campaign. These contacts already have verified address matches.

Use filters like Name,

Source, where your leads originated,

Status - What Stage the opportunity is in. Lead, In Process, Closed, Adverse. Most often, your choice will be Closed Loans.

State - This allows you to limit or pinpoint specific states to target in this campaign.

You can also use the Tags filter to further refine your list based on custom labels, if needed.

In summary, in the Add Contacts tab, you can use filters to refine your contact list and target the right audience for your campaign. The most commonly used filter is Closed in the Status filter, which allows you to focus specifically on your closed loans. This allows you to remain engaged with your clients after your transaction completes and establishes you as their trusted advisor.

Once you have filtered your contacts, you can select the top most box next to name to select all of your contacts in the filter.

Or select individual contacts manually.

You can also use the New button to manually add a new contact.

After selecting contacts, click Add to Home Monitor.

Click Yes to confirm and enroll the selected contacts.

Pending Verification. This tab shows selected contacts that are currently being revalidated. They typically move to Active Contacts within 15 - 20 minutes. For larger datasets, the time to move out of pending could take up to an hour. If verification fails, they will move to Failed Matches.

Active Contacts. These are the contacts currently enrolled in your Home Monitor campaign.

Click the view icon to see exactly what your client sees in their portal.

In the Active Contacts view, you can also filter your contacts,

view email activity,

see their date added, and more.

We’ll cover how to remove contacts later—after we take a look at the dashboard.

Failed Matches.These contacts couldn’t be matched to addresses in the A-V-M data.

In failed matches, you can click the verified info button and update their address.

Here you'll have a chance to update and verify the new address. [pause] If it’s verified, you’ll be prompted to add them to the campaign.”

Needs Info. Contacts in this tab have missing or incomplete address details.

To fix these: Click Verify Address

Select Search by street address Enter a full or partial address, example 123 Main St.

Select the correct match from the list (example, 123 West Main Street, Logan, Ohio)

Click Add to Home Monitor This will move the contact into the Home Monitor Campaign.

Here’s a quick recap on managing your contacts:When you're adding contacts to the campaign, the most common filter is 'Closed Loans.''.

Select that filter, and add them to the campaign.

''Needs Info' can feel like a long list, but it’s easy to chip away at over time.

You can also filter and remove clients from the campaign right here in Active Contacts.

Use the filter in Active Contacts to find clients with a tag you used to remove the contacts. Then, simply check them individually or on the topmost level to select all.

Then click the remove from Campaign button to remove them. It’s a quick way to keep your outreach focused on the right people—based on real conversations and engagement.

You’ve now seen how to easily add, remove, and filter contacts based on outcomes — helping you target the right clients for your campaign. Next, watch our video to explore how to work with client insights.

If you have any questions along the way, reach out to your trainer or system administrator.You can also contact Tabrasa Support anytime via the chatbot in the lower corner of your screen or at [email protected].

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