Table of Contents
Everything in your profile populates throughout your clients' reports and emails — make sure it's complete and accurate before adding clients.
Update Your Profile Information
Navigate to the Account tab → Profile section to update your contact details, including:
Name, email address, and phone number
Title and NMLS ID
Website URL, LinkedIn, and state licenses
Custom disclaimer (appears in all report modules and email footers)
Click Save when done.
Upload a Profile Photo
Your profile photo appears in every email and report sent to your clients. To upload one, navigate to the Account tab → Profile section, scroll down to your photo, and click Change. Select your photo and click Save.
Profile photos should be a minimum of 150x150 pixels for best results.
Having trouble uploading? Send us a chat with your photo file using the pink icon at the bottom right corner of your screen.
Add Your Custom Links
Adding your booking and loan application links lets clients take action directly from their Homebot digest — and you'll be notified in your activity feed when someone clicks them.
Calendar/scheduling link — lets clients book a call with you directly
Loan application URL — directs clients to your financing options
Navigate to the Account tab → Profile section to add both links, then click Save.
Update Your Login Email Address
To update the email address used to log in to Homebot, navigate to the Account tab → Profile section, update the Email field, and click Save.
The email you update here will be used for all future logins to Homebot.
If you run into an error, contact support with a screenshot of the error, your current email address, and the new email address you'd like to use.
Add Brand Details
If you co-sponsor agents, your brand details appear on every report sent to their clients. Navigate to the Account tab → Profile section → Brand Details to add your logo and company information.
Manage Digest Settings
Navigate to the Account tab → Digest Settings to control what emails your clients receive:
Toggle the Market Update email on or off (homeowners receive two emails per month by default)
Turn off digest emails for all homeowners or all buyers
Customize your Welcome Email — the only email you can fully edit
Email settings apply to your entire database — you cannot turn off emails for a single client.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.