Homebot Help Center

Add some articles to this collection

38 articles in this collection
Written by Homebot

Manage shared clients between lender and real estate agent

Learn how to manage mutual, overlapping clients between lender and realtor
Written by Homebot
Updated over a week ago

Module Overview: Principal Payments

Learn about the power of making additional principal payments through this quick explainer video.
Written by Homebot
Updated over a week ago

Module Overview: Refinancing & Principal vs. Interest

Is refinancing right for you? Learn about the power of our refinancing module through this quick explainer video.
Written by Homebot
Updated over a week ago

Module Overview: Home Value & Equity

Written by Homebot
Updated over a week ago

New "Profile Settings" Look & Feel

We've updated the look and feel of your profile settings page. Learn more about the changes here.
Written by Homebot
Updated over a week ago

How to set a Password to Login

Learn how to login using a password instead of email link
Written by Homebot
Updated over a week ago

Video Tutorial: Importing Your Data into Homebot (For Real Estate Agents)

Real Estate Agents: Learn how to bulk-import clients to your Homebot account
Written by Homebot
Updated over a week ago

Video Tutorial: How to Preview Your Client's Homebot Digest

Learn how to preview exactly what you client will see when they receive their Homebot Digest
Written by Homebot
Updated over a week ago

Video Tutorial: Importing Your Data into Homebot (For Lenders)

Lenders: Learn how to bulk-import your client data into your Homebot account
Written by Homebot
Updated over a week ago

Video Tutorial: Adding your Billing Information to Homebot

Learn how to enter your payment/billing information into your Homebot account
Written by Homebot
Updated over a week ago

Video Tutorial: How to Add, Edit, and Remove Clients

This video explains how to add, edit, and remove clients within your account
Written by Homebot
Updated over a week ago

Saving A Photo URL For Your Profile Picture

This article describes how you can add your personal photo to your Profile using the "Photo URL" feature.
Written by Homebot
Updated over a week ago

Notifications alert homeowners to their greatest wealth potential

Learn about the power of our "notifications" feature
Written by Homebot
Updated over a week ago

Add "Notes" to your clients in Homebot

Learn how to add notes to your clients to help you remember important details!
Written by Homebot
Updated over a week ago

Direct Messaging: Clients can send questions to you directly from their Homebot Digest

Learn how your clients can message you directly from their Homebot Digest!
Written by Homebot
Updated over a week ago

Module Overview: Reverse Mortgage

Increase your business by enabling our new "Reverse Mortgage" module. Learn how it works and why it's beneficial!
Written by Homebot
Updated over a week ago

Manage your Leads that sign-up through your PURL

Learn how to manage and find your leads that are captured through your PURL page
Written by Homebot
Updated over a week ago

How to Manage "Bad Emails"

Learn how to find your clients who have bad emails and update them so they start receiving a Homebot Digest
Written by Homebot
Updated over a week ago

Module Overview: Mortgage Insurance module helps your clients know when to drop their PMI

Learn how our mortgage insurance module can help you clients know when to refi and get rid of pesky mortgage insurnace
Written by Homebot
Updated over a week ago

Module Overview: Purchasing Power

Learn about the purchasing power module: Buying an investment property or trading up to a new home
Written by Homebot
Updated over a week ago

Use your "Activity Dashboard" to understand Client Engagement

Written by Homebot
Updated over a week ago

Lenders: How to view your Co-Sponsored Agents

This article will show lenders how to view the agents they are sponsoring & their client's activity metrics
Written by Homebot
Updated over a week ago

Using Homebot at Open Houses

Written by Homebot
Updated over a week ago

Adding, Editing, and Deleting Loans

Learn how to add, update, or delete the loan on your client's property
Written by Homebot
Updated over a week ago

Bookmark your Personalized Lead Capture Page (aka Invite URL) to your Phone Home Screen

Learn how to quickly access your personalized lead capture/sign-up page from your phone or tablet to add new leads on the fly
Written by Homebot
Updated over a week ago

Share Homebot to Social Media Sites

Learn how to invite new leads via social media (Facebook, Linkedin, Personal Website, etc)
Written by Homebot
Updated over a week ago

Using your Personalized Invite URL to Capture New Leads

Learn how to use your personalized invite URL to find new leads
Written by Homebot
Updated over a week ago

Client-to-Client Referrals

Learn how your clients can invite their friends/family straight from their digest.
Written by Homebot
Updated over a week ago

Automated "Welcome to Homebot" email for your clients

Learn how to enable and disable "Welcome to Homebot" emails to your client as well as the content of the welcome email
Written by Homebot
Updated over a week ago

Editing your Profile Settings

Learn how to edit various account settings
Written by Homebot
Updated over a week ago

Inviting Realtors directly from Homebot (for loan officers)

Learn how to invite realtor partners directly from your account
Written by Homebot
Updated over a week ago

Bookmark Homebot to your Cell Phone Home Screen :: iPhones & iPads

Learn how to add Homebot to your cell phone home screen; Use Homebot just like an App!
Written by Homebot
Updated over a week ago

Bookmark Homebot to your Cell Phone Home Screen :: Android Devices

Learn how to add Homebot to your cell phone home screen; Use Homebot just like an App!
Written by Homebot
Updated over a week ago

FAQs

Commonly asked questions...
Written by Homebot
Updated over a week ago

How to Edit the Home Value via CMA Process

Learn how to update the value of a home by updating the CMA
Written by Homebot
Updated over a week ago

Subscribe & Unsubscribe Clients

How to subscribe and unsubscribe clients
Written by Homebot
Updated over a week ago

Adding Clients

How to add a client to Homebot
Written by Homebot
Updated over a week ago

Basic Navigation of Homebot

Learn the Homebot Basics; How to navigate your account
Written by Homebot
Updated over a week ago