If you’re on the Team plan for Real Estate Agents, you’ll set up a shared Homebot account for your team/company and then add additional agents (seats) so everyone can log in and manage their own work.
Below is the recommended setup order and what to expect.
Recommended setup order (fastest path to a clean launch)
1) Admin signs in and completes profile basics
2) Admin adds all agents (seats) in Company Admin
3) Each agent logs in and confirms their own profile details
4) Then proceed to loading clients (import) and configuring ongoing workflows
Step 1: Complete the main (admin) account profile
The first person who signs up on the Team plan is typically the team admin for the account. Start by setting up the basics. Navigate to the Account tab (bottom left corner) to:
Add your profile photo
Ensure name + contact info are correct
Brokerage/team details (as prompted in your account)
This ensures your Homebot experience is branded correctly right away, and it unlocks the admin area used to add more agents.
Step 2: Open “Company Admin” to manage your team
Team-plan accounts include a Company Admin tab. You’ll use this area to:
Add additional agents to your account
Manage team/company-level details (depending on your plan and setup)
If you don’t see Company Admin (or don’t see an option to add agents), contact Homebot Support—your account may need an admin permission enabled.
Step 3: Add additional agents (seats) to your Team account
Inside Company Admin, look for an “Add REA” or “Add Agent” section. When you add an agent:
They will be invited/created as an additional user on your Team account
They’ll get their own login so they can access Homebot
Tip: Add all agents early in setup so everyone can log in and confirm their details before you move on to client imports.
Step 4: Decide what’s “team branding” vs. “individual branding”
Teams work best when you align on what should represent the team versus each agent. A good rule of thumb:
Team/company details: team name, logo, office info (if applicable)
Individual agent details: headshot, direct contact info, personal bio
This helps avoid confusion later (for example, if multiple agents expect different branding or contact information).
How to add clients
On Team accounts, each agent has their own login. Depending on your team’s settings, bulk uploading clients may be available to all agents or only to certain roles (like admins). If you don’t see the “Add clients in bulk” option, ask your team admin to review your access or contact Homebot Support.
“I’m on the Team plan, but I don’t see a way to add agents.”
This is usually a permissions issue (not something you did wrong). Reach out to Support (using the pink icon at the bottom right corner of your account) so they can ensure your account has the correct Team-plan admin controls enabled.
“Pending agent status”
An agent marked as "Pending" indicates they have not yet logged into their account or accepted our Terms of Service.
Need to delete an agent’s profile? Contact our support team by email at [email protected] or open a live chat to request!
How to transfer clients between agents
If an agent leaves the company, you can reassign their clients to another agent on your team. Click the drop-down menu to the right of the agent's name and select the "Transfer" option.
How to impersonate agents
Access an agent's account to review their client engagement, adjust digest settings, etc.
Need help?
Send customer support a direct message using the pink icon located at the bottom right corner of your screen.