Bulk importing your clients is the easiest way to jump start your Homebot and make the most of it right away.

You can export your clients from your CRM or LOS tool or use one of our templates below. Once you have all of your client information compiled in a spreadsheet, email it to [email protected] and we'll get it uploaded for you within 7 business days.

Be sure to send us separate lists for your homeowners and buyers looking to purchase!
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DOWNLOADABLE TEMPLATES

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FOR LENDERS


FOR REAL ESTATE AGENTS


FOR LENDERS + AGENTS

Wondering what happens after you add your clients? Read this.

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