Homebot Help Center

Getting Started (generic for all users)

Useful help articles to get you started with Homebot

8 articles in this collection
Written by Homebot

Bulk Importing & Adding Clients

Video tutorials on how to bulk import your clients via spreadsheet or adding clients one-by-one within the app

5 articles in this collection
Written by Homebot

Using Homebot's Features

Learn how to leverage all of Homebot's feature, understand how they work, and better manage your account to increase your repeat and referral business potential.

20 articles in this collection
Written by Homebot

Digest Overview (for Homeowners)

Learn about the specific modules within the Homebot Digest (including Home Equity and Home Valuation, Purchasing Power, PMI, Refinance, and more)

8 articles in this collection
Written by Homebot

Using your Personalized Lead-Capture URL

Your personalized lead-capture URL expands your database across new leads by making signing up for Homebot quick and easy. Check out these articles to leverage your personalized URL to the…

6 articles in this collection
Written by Homebot

Lenders: Inviting and Managing Co-Sponsored Agents

2 articles in this collection
Written by Homebot

Homebot for Buyers

Learn the how-to's of Homebot for Buyers

5 articles in this collection
Written by Homebot