Homebot

Take a quick video tour of the homeowner report + find links to everything you need to know about it.

Video Overview of the Home Digest Experience

Learn when you can expect the reports to get sent to your clients.

When will my clients receive their first Homebot?

Everything you need to know about your client's estimated home value

How are Estimated Home Values Determined?

Learn how homeowners notify you when they're interested in buying.

How Homeowners Become Buyers

Learn how homeowners can adjust their home value and request a CMA.

Module Overview: Tune Your Value

Learn more about how the market temperature panel helps homeowners understand the current market for selling their home.

Module Overview: Market Temperature Panel

Learn how Homebot is helping you identify and qualify seller leads in your database.

Module Overview: Should You Sell Panel

Learn all about each possible scenario in the What's Important Now section & how they work

Module Overview: What's Important Now

Learn about the power of making additional principal payments through this quick explainer video.

Module Overview: Principal and Interest Payments

Learn about the power of our refinancing module

Module Overview: Refinancing

Learn about the purchasing power module: Buying an investment property or trading up to a new home

Module Overview: Purchasing Power

Learn how the equity explorer module works, leverage it for cash-out refis, and use the opportunities to build a referral network.

Module Overview: Equity Explorer

Learn more about the short-term rental income simulator here.

Module Overview: Short-term rental

Learn more about how the home insurance module works to alert your clients to possible renewals and their options.

Module Overview: Home Insurance

Increase your business by enabling our new "Reverse Mortgage" module. Learn how it works and why it's beneficial!

Module Overview: Reverse Mortgage

Learn how our mortgage insurance module can help your clients know when to refi and get rid of pesky mortgage insurance

Module Overview: Mortgage Insurance

Homeowner Check-In

Erica McGarvey

Lou Wendelstedt

Learn the ins and outs of Homebot for Homeowners.

Home Digest Experience for Homeowners

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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