Many loan officers using Homebot find themselves transitioning to a new company, either taking their database with them or starting fresh.
This guide walks you through the best practices for reactivating and rebuilding your Homebot presence depending on your situation.
Jump to your scenario:
I Cannot Take My database
If you're unable to bring your database with you (due to company policies or other restrictions), here's how to rebuild your client engagement from scratch:
1. Start a new account
If your new company has an Enterprise Homebot account, you’ll get access through them.
If not, you can sign up for an individual Homebot Pro account here.
2. Reimport past clients (if you have their info)
Have names, emails, and property addresses? Use the bulk import template to add them to your new account.
These clients will be treated as new contacts and will receive a new welcome email from Homebot.
Find instructions for adding clients in bulk via spreadsheet and the template you can use here.
✍️ Pro Tip: Edit your welcome email to acknowledge your move and reinforce the value of Homebot.
Example: “I’m excited to announce my move to [New Company]! I’m continuing to provide tools like Homebot so you can track your home wealth and make smart real estate decisions.”
After the initial upload, remember to revert your welcome email back to the default or update it for future clients.
Learn how to customize the welcome email here.
3. Re-engage via email blast
If you only have names and emails (not addresses), send a personalized email blast with a link to your Homebot landing page, inviting past clients to opt back in.
Use your CRM or email tool to send this message efficiently.
Learn how to encourage opt-ins here.
4. Start fresh (if you have no past data)
Begin rebuilding with new leads, friends and family, or recent closings.
Leverage open houses, social media, and referral partners to grow your Homebot audience quickly.
Learn how to generate lead here.
I Can Take My Database
If you're transitioning to a new company and keeping your database, here’s how to move forward smoothly:
1. If you're staying on an individual plan
Simply update your company info under the Account tab to reflect your new company name and contact details.
2. If you’re switching from Enterprise to individual
Contact [email protected] to update your email address and disconnect from your previous enterprise account.
Once your email is updated, log in and follow the reactivation prompts to continue your individual plan.
3. If you're moving from individual to Enterprise
Reach out to your new company’s CSM (or have your admin do it) so they can initiate the transfer to the enterprise account.
4. Engage your database with a video message
Once you're fully set up, consider sending a video email to announce your move and drive engagement.
Highlight the benefits of staying connected through Homebot and what your new company brings to the table.
Learn how to use video email here.
Need Help?
If you’re unsure which path applies to you or need help with your transition, our support team is here to help! Send them a direct message using the pink icon at the bottom right corner of your screen.