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Getting Started Playbooks for Loan Officers and Real Estate Agents

Download the step-by-step playbook for your role and go from new account to active database.

Written by Erica McGarvey

The Getting Started Playbooks are downloadable, step-by-step guides that take you from a brand-new Homebot account to a database that's engaged and generating conversations. There's one for loan officers and one for real estate agents, each built around the features and workflows specific to that role.

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