Homebot Help Center

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20 articles in this collection
Written by Homebot

New Mortgage Insurance module helps your clients know when to drop their PMI

Written by Homebot
Updated over a week ago

New "Purchasing Power" module adds powerful new engagement content for your clients

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 can now view their Co-Sponsored Agents

Written by Homebot
Updated over a week ago

Using Homebot at Open Houses

Written by Homebot
Updated over a week ago

Adding and Editing Loans

Learn how to add or update 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" emails 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 Phone Home Screen :: iPhones & iPads

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

Bookmark Homebot to your Phone Home Screen :: Android Devices

Learn how to add Homebot to your 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