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Growth Plan for Agent Teams
Growth Plan for Agent Teams

Learn more about Agent Admin capabilities, and how to add and manage agent profiles.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 2 weeks ago

The Growth plan is the best option for a team of real estate agents or for agents who want advanced features without having to connect with a lender co-sponsor. However, agents on the growth plan may choose to have a lender co-sponsor, if desired.


On the Growth plan, not only do you get full access to Homebot without a lender co-sponsor, but you'll also get:

  • Admin access to make account updates and control data

  • Additional profiles (extra $50 per agent profile per month)

  • White labeling (extra $50/month)

  • One invoice for all agents on the plan

Each agent on the Growth plan will have their own account to manage but the admin will have admin access as described above.


To add agent profiles, follow the instructions below:

Step 1: Navigate to the ACCOUNT tab

Step 2: Select Admin Settings

Step 3: Click on the Add New tab

Step 4: Lastly, add their contact information, website, etc. to create a new agent profile!

You will need to contact customer support to delete an agent's profile.


Some things to note for Admins managing agents:

Transferring Clients Between Agents
If an agent leaves the company, you can reassign their clients to another agent on your team. Click the drop-down menu to the right of the agent's name and select the "Transfer" option.

Agent Impersonation
Access an agent's account to review their client engagement, adjust digest settings, etc.

Pending Agent Status
An agent marked as "Pending" indicates they have not yet logged into their account or accepted our Terms of Service.


Image of pricing on our website homebot.ai/pricing

If you are currently on an individual plan but wish to change to the team plan, please send customer support a direct message using the pink icon at the bottom right corner of your account.


Have questions? Send customer support a direct message using the pink icon in the bottom right corner of your screen.

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