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.

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.

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.

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?

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 the Add clients in bulk
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 for homeowners
For loan data (optional), 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 any of the above loan data is missing or incorrectly formatted, Homebot will pull it from public records instead
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 a full walkthrough, see: How to Add Clients in Bulk.

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
Home Digest experience: Homeowners receive an updated home report once per month. The exact date varies by client but is sent automatically once a month
Home Search experience: Sent once per month

There is no option to schedule an email — 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?

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 Co-Sponsor > Invite
If you're a real estate agent, search for the co-sponsor by name or email and send them an invitation
If you're a loan officer, send a direct email invite or share your custom link
Your co-sponsor must accept the invitation for the connection to be active

To remove or change a co-sponsor:

Send customer support a direct message using the pink icon at the bottom right corner of your account

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.

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
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 update the value from the client's profile
Valuations update on a regular cadence as new sales data becomes available from public records
Your client may also tune the value of their home directly from their Home Digest

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.

9. How do I get my API key?

To request access to our open API, please fill out this form or reach out to [email protected].

10. Why do my clients see "Preferred Pros" or other agents/lenders in their reports?

Homebot includes a Homebot Network feature that may display a client's past preferred professional within their Homebot.

Here's what you should know:

The Homebot Network is a feature designed to help homeowners connect with their preferred professionals all in one place; their Homebot
Preferred professionals can be added automatically by Homebot, by the client, or the Homebot customer
The preferred professional will simply be featured in the appropriate modules and notified of any industry-related questions. Ie, a loan officer will be featured in the finance modules and notified of any questions about refis, cashouts, and prequals.
If you are co-sponsored with an agent or lender, only your co-sponsor should appear prominently in the report

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.