1. How do I cancel my Homebot subscription?
You can cancel your subscription at any time by following these steps:
Log in to your Homebot account at homebotapp.com
Click Account in the left-hand navigation panel
Click the Billing Info tab
Scroll to the bottom-right of the page and click Cancel Subscription
Follow the on-screen prompts to complete the cancellation
Customers on a month-to-month plan may cancel at any time. If you are on an annual plan, cancellation will take effect at the end of your billing cycle. For a step-by-step visual guide, see our Account Cancellation article.
Common phrasings: "cancel my account", "how to cancel", "stop my subscription", "end my plan", "cancel Homebot"
2. How do I log in, reset my password, or recover access to my account?
If you are having trouble logging in or need to reset your password:
Go to homebotapp.com
Click Forgot Password on the login page
Enter the email address associated with your account and follow the reset instructions sent to your inbox
If you no longer have access to the email on your account, or if you're receiving an error message when logging in, please contact our support team at [email protected] and we'll help you regain access.
Tip: Check your spam or junk folder if you don't receive the reset email within a few minutes.
Common phrasings: "can't log in", "forgot password", "locked out", "login not working", "can't access my account", "password reset"
3. How do I change the email address or name on my account?
To update your name or email address:
Log in to your Homebot account
Click Account in the left-hand navigation
Go to the Profile or Settings tab
Update your name or email address and save the changes
If you are unable to update your email address through the portal (for example, if you are migrating from one company to another), please reach out to [email protected] and our team will update it for you.
Common phrasings: "change my email", "update my email address", "change my name on account", "update profile", "wrong email address"
4. How do I export my client list from Homebot?
Homebot does not currently offer a self-serve data export feature. To request an export of your client list:
Email [email protected] with your request
Include the name of the account and what data you'd like exported (e.g., all clients, active clients only, clients with email issues, etc.)
Our data team will process the export and send it to your email, typically by end of business day
Please note: In accordance with our Terms of Service, we can only process export requests for the account payor.
For more details, see our article: Can I Export the Data From My Homebot Account?
Common phrasings: "export client list", "download my contacts", "CSV export", "get my client data", "export all contacts", "export active clients"
5. How do I add clients in bulk or import contacts?
You can add multiple clients at once using Homebot's bulk upload feature:
Log in and go to the Clients section of your dashboard
Click Add Clients and select Upload a CSV
Download and use Homebot's provided CSV template to format your data correctly
Required fields: First Name, Last Name, Email Address, Property Address, Zip Code, and NMLS ID (if applicable)
Upload your completed file
Important tips for a successful import:
Do not include city/state in the property address column — use only the street address
Enter zip code in its own dedicated column
For loan data, include: Total Loan Amount, Interest Rate (e.g., 5.75, not 0.0575), Loan Term (in months), Loan Purpose, and Closing Date (mm/dd/yyyy format)
If loan data is missing or incorrectly formatted, Homebot will pull it from public records instead
For a full walkthrough, see: How to Add Clients in Bulk.
Common phrasings: "bulk upload", "import clients", "add multiple clients", "upload CSV", "how to add clients", "upload a list"
6. When are home reports sent to my clients?
Here is how and when Homebot sends reports:
Welcome email: Sent to new clients within 24–48 hours of being added to Homebot
Monthly home digest: Homeowner clients receive an updated home report every month. The exact date varies by client but is sent automatically once a month
Buyer reports: Sent when new listings matching your buyer's saved search criteria become available
There is no option to manually schedule or trigger a one-time send for all clients at a specific date and time — reports are sent automatically on Homebot's monthly cycle.
To learn more about report timing, see: When will the welcome email and homeowner and buyer reports be sent?
Common phrasings: "when are reports sent", "schedule home report", "send reports to clients", "how often do clients get emails", "home digest schedule", "when does my client get their report"
7. How do I add or remove a co-sponsor?
To invite a co-sponsor (agent inviting a lender, or lender inviting an agent):
Log in to your Homebot account
Go to Account > Co-Sponsor (or look for the Co-Sponsor section in your settings)
Search for the co-sponsor by name or email and send them an invitation
Your co-sponsor must accept the invitation for the connection to be active
To remove or change a co-sponsor:
Go to Account > Co-Sponsor
Click the option to remove or disconnect the current co-sponsor
If you need assistance with co-sponsorship changes, contact [email protected]. For more details, see: How to Find and Connect with a Lender Co-sponsor.
Common phrasings: "add co-sponsor", "remove co-sponsor", "connect with lender", "co-sponsor not showing", "disconnect sponsor", "change cosponsor"
8. Why is my client's home value wrong or inaccurate?
Homebot uses CoreLogic as our third-party data provider to generate home valuations. Here's what you need to know:
Homebot does not have direct control over the valuation data and cannot manually override home values
Each property has a confidence score (out of 100). Lower scores (below 70) mean the valuation is based on limited data and may be less accurate
If a value seems significantly off, the best option is to perform a CMA (Comparative Market Analysis) within Homebot to provide your client with a more accurate market value
Valuations update on a regular cadence as new sales data becomes available from public records
If you believe there is a serious data error, please contact [email protected] with the client name and property address so our team can investigate with our data provider.
Common phrasings: "home value is wrong", "inaccurate valuation", "why is the value so high/low", "value jumped", "comps being used", "home estimate is off", "AVM is wrong"
9. How do I get my API key or set up integrations (Zapier, Follow Up Boss, etc.)?
Homebot supports integrations with third-party tools including Zapier, Follow Up Boss, Jungo, and others via API key.
To find your API key:
Log in to your Homebot account
Go to Account > Integrations or API
Your API key will be displayed there. Copy it to use in your third-party tool
If you cannot locate your API key in your account settings, please contact [email protected] and our team will provide it for you.
Note for Zapier users: You'll need your Homebot API key to authenticate Homebot within Zapier. Once connected, you can automate actions like adding clients when a loan closes in your CRM.
Common phrasings: "API key", "Zapier integration", "Follow Up Boss", "connect CRM", "integration setup", "webhook", "API access", "how do I integrate Homebot"
10. Why do my clients see "Preferred Pros" or other agents/lenders in their reports?
Homebot includes a Homebot Network feature that may display recommended service providers — including real estate agents or lenders — within your clients' home reports. This is part of Homebot's network and is separate from your co-sponsor relationship.
Here's what you should know:
The Homebot Network is a feature designed to help homeowners connect with local professionals
If you are co-sponsored with an agent or lender, only your co-sponsor should appear prominently in the report
If you are not co-sponsored, Homebot may show network professionals to your clients by default
To prevent other agents or lenders from being shown to your clients, the recommended action is to add a co-sponsor to your account
If you have concerns about specific professionals appearing in your clients' reports, please contact [email protected] with details so our team can review your account settings.
Common phrasings: "other agents showing", "preferred pros", "Homebot Network", "why is another agent in my client's report", "competitor showing up", "showing other lenders to my clients"
Still have questions?
Our support team is available Monday–Friday during regular business hours. Reach us at [email protected] or start a chat in the bottom-right corner of your Homebot dashboard.