Homebot

New to Homebot or finally found the time to dive in? In this article, you'll get an in-depth tutorial of Homebot, from setting up your account to generating lifelong referrals. Pull up your Homebot &amp; follow along! 

For quick navigation, use the video chapter feature <i>or</i> check out the timestamps below the video👇👇

Click on any topic for a step-by-step tutorial: 

00:40 | <a href="https://help.homebotapp.com/en/articles/3648220-how-do-i-log-in-what-s-my-password" rel="nofollow noopener noreferrer" target="_blank">Logging in for the first time</a>

01:41 | <a href="https://help.homebotapp.com/en/articles/3654584-how-do-i-update-my-billing-info" rel="nofollow noopener noreferrer" target="_blank">Updating billing info</a>

01:58 | <a href="https://help.homebotapp.com/en/articles/3654568-how-do-i-change-my-digest-settings" rel="nofollow noopener noreferrer" target="_blank">Updating digesting settings</a>

03:11 | <a href="https://help.homebotapp.com/en/articles/3651894-how-do-i-edit-my-welcome-email" rel="nofollow noopener noreferrer" target="_blank">Editing the welcome email</a>

04:24 | <a href="https://help.homebotapp.com/en/articles/3679352-how-to-manage-your-profile-settings" rel="nofollow noopener noreferrer" target="_blank">Updating your profile information</a>

05:45 | <a href="https://help.homebotapp.com/en/articles/4034033-how-to-add-and-manage-clients" rel="nofollow noopener noreferrer" target="_blank">Manage your Homeowners</a>

06:28 | <a href="https://help.homebotapp.com/en/articles/4004677-how-to-leverage-your-client-data-to-find-hot-leads" rel="nofollow noopener noreferrer" target="_blank">Sorting clients</a>

06:42 | <a href="https://help.homebotapp.com/en/articles/3854760-how-to-upload-your-clients" rel="nofollow noopener noreferrer" target="_blank">Adding clients</a>

09:03 | <a href="https://help.homebotapp.com/en/articles/999330-use-your-activity-dashboard-to-understand-client-engagement" rel="nofollow noopener noreferrer" target="_blank">Leveraging the activity feed</a>

10:39 | <a href="https://help.homebotapp.com/en/articles/3658550-how-to-manage-inactive-clients" rel="nofollow noopener noreferrer" target="_blank">Managing email issues</a>

11:27 | <a href="https://help.homebotapp.com/en/articles/3658678-how-to-edit-a-client-s-information" rel="nofollow noopener noreferrer" target="_blank">View &amp; update client profile</a>

13:49 | <a href="https://help.homebotapp.com/en/articles/3975961-understanding-the-digest" rel="nofollow noopener noreferrer" target="_blank">Digest walkthrough</a>

30:36 | <a href="https://help.homebotapp.com/en/articles/3727231-homebot-for-buyers-overview" rel="nofollow noopener noreferrer" target="_blank">Homebot for Buyers</a>

39:32 | <a href="https://help.homebotapp.com/en/collections/2463627-tools-integrations#share-tools" rel="nofollow noopener noreferrer" target="_blank">Leveraging lead generation tools</a>

43:16 | <a href="https://help.homebotapp.com/en/collections/2463627-tools-integrations" rel="nofollow noopener noreferrer" target="_blank">Customize your Homebot</a>

48:18 | <a href="https://help.homebotapp.com/en/articles/3861314-how-to-leverage-cma-s" rel="nofollow noopener noreferrer" target="_blank">Managing CMA's</a>

49:03 | <a href="https://help.homebotapp.com/en/articles/1940518-manage-shared-clients-between-lender-and-real-estate-agent" rel="nofollow noopener noreferrer" target="_blank">Managing shared clients with agents</a>

49:28 | <a href="https://help.homebotapp.com/en/articles/999322-how-to-invite-approve-and-view-your-co-sponsored-agents" rel="nofollow noopener noreferrer" target="_blank">Co-branding with agents</a>

52:03 | <a href="https://help.homebotapp.com/en/articles/3676182-how-to-check-if-your-agent-is-making-the-most-of-your-homebot-relationship" rel="nofollow noopener noreferrer" target="_blank">Managing agent partners</a>

53:09 | <a href="https://help.homebotapp.com/en/articles/3648637-where-to-go-for-support" rel="nofollow noopener noreferrer" target="_blank">Getting support</a>

- 00:40 | <a href="https://help.homebotapp.com/en/articles/3648220-how-do-i-log-in-what-s-my-password" rel="nofollow noopener noreferrer" target="_blank">Logging in for the first time</a>
- 01:41 | <a href="https://help.homebotapp.com/en/articles/3654584-how-do-i-update-my-billing-info" rel="nofollow noopener noreferrer" target="_blank">Updating billing info</a>
- 01:58 | <a href="https://help.homebotapp.com/en/articles/3654568-how-do-i-change-my-digest-settings" rel="nofollow noopener noreferrer" target="_blank">Updating digesting settings</a>
- 03:11 | <a href="https://help.homebotapp.com/en/articles/3651894-how-do-i-edit-my-welcome-email" rel="nofollow noopener noreferrer" target="_blank">Editing the welcome email</a>
- 04:24 | <a href="https://help.homebotapp.com/en/articles/3679352-how-to-manage-your-profile-settings" rel="nofollow noopener noreferrer" target="_blank">Updating your profile information</a>
- 05:45 | <a href="https://help.homebotapp.com/en/articles/4034033-how-to-add-and-manage-clients" rel="nofollow noopener noreferrer" target="_blank">Manage your Homeowners</a>
- 06:28 | <a href="https://help.homebotapp.com/en/articles/4004677-how-to-leverage-your-client-data-to-find-hot-leads" rel="nofollow noopener noreferrer" target="_blank">Sorting clients</a>
- 06:42 | <a href="https://help.homebotapp.com/en/articles/3854760-how-to-upload-your-clients" rel="nofollow noopener noreferrer" target="_blank">Adding clients</a>
- 09:03 | <a href="https://help.homebotapp.com/en/articles/999330-use-your-activity-dashboard-to-understand-client-engagement" rel="nofollow noopener noreferrer" target="_blank">Leveraging the activity feed</a>
- 10:39 | <a href="https://help.homebotapp.com/en/articles/3658550-how-to-manage-inactive-clients" rel="nofollow noopener noreferrer" target="_blank">Managing email issues</a>
- 11:27 | <a href="https://help.homebotapp.com/en/articles/3658678-how-to-edit-a-client-s-information" rel="nofollow noopener noreferrer" target="_blank">View &amp; update client profile</a>
- 13:49 | <a href="https://help.homebotapp.com/en/articles/3975961-understanding-the-digest" rel="nofollow noopener noreferrer" target="_blank">Digest walkthrough</a>
- 30:36 | <a href="https://help.homebotapp.com/en/articles/3727231-homebot-for-buyers-overview" rel="nofollow noopener noreferrer" target="_blank">Homebot for Buyers</a>
- 39:32 | <a href="https://help.homebotapp.com/en/collections/2463627-tools-integrations#share-tools" rel="nofollow noopener noreferrer" target="_blank">Leveraging lead generation tools</a>
- 43:16 | <a href="https://help.homebotapp.com/en/collections/2463627-tools-integrations" rel="nofollow noopener noreferrer" target="_blank">Customize your Homebot</a>
- 48:18 | <a href="https://help.homebotapp.com/en/articles/3861314-how-to-leverage-cma-s" rel="nofollow noopener noreferrer" target="_blank">Managing CMA's</a>
- 49:03 | <a href="https://help.homebotapp.com/en/articles/1940518-manage-shared-clients-between-lender-and-real-estate-agent" rel="nofollow noopener noreferrer" target="_blank">Managing shared clients with agents</a>
- 49:28 | <a href="https://help.homebotapp.com/en/articles/999322-how-to-invite-approve-and-view-your-co-sponsored-agents" rel="nofollow noopener noreferrer" target="_blank">Co-branding with agents</a>
- 52:03 | <a href="https://help.homebotapp.com/en/articles/3676182-how-to-check-if-your-agent-is-making-the-most-of-your-homebot-relationship" rel="nofollow noopener noreferrer" target="_blank">Managing agent partners</a>
- 53:09 | <a href="https://help.homebotapp.com/en/articles/3648637-where-to-go-for-support" rel="nofollow noopener noreferrer" target="_blank">Getting support</a>

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Next, learn <a href="http://help.homebotapp.com/en/articles/4000525-how-to-expand-your-reach-with-homebot">how to expand your reach with Homebot</a>. 

Looking to dive in right away & learn everything you need to know in one sitting? This article & video is for you!

For quick navigation, use the video chapter feature or check out the timestamps below the video👇👇

Click on any topic for a step-by-step tutorial:

Next, learn how to expand your reach with Homebot.