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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LOS/CRM EXPORTING INSTRUCTIONS

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We would love to work with you in keeping these links up to date! Homebot does not have direct access to LOS or CRM tools export instructions. These links are provided by awesome customers like you, working with us to share instructions. If links are out of date or we are missing an important tool, we would love to hear from you! Email [email protected]


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DOWNLOADABLE TEMPLATES

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FOR LENDERS


FOR REAL ESTATE AGENTS


FOR LENDERS + AGENTS

Don't want to use our templates? No problem. Find a list of bulk import requirements here.

Please note: By adding your clients into Homebot, they are automatically opted in to receive Homebot. They can unsubscribe at any time from their report or email. If you want your clients to self opt-in, read this article.

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

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