In our guidebook for Ultimate Guide to Prospecting, learn how to:

Watch the full video here or see it broken down step-by-step below:

02:13.51 | Turn your Issues tab into a call list

04:33.95 | Leverage your Activity Feed

07:47.79 | Farm your Homeowners for leads

10:51.75 | Leverage selling signals

11:51.09 | Farm your Buyers for leads

13:29.99 | Grow partnership with Equity Explorer module

15:00.97 | How to leverage inbound emails from clients

17:25.37 | Leverage Mortgage Coach

18:50.42 | Engage clients with Video Email

19:37.89 | Customize your Co-Sponsorship profile

21:31.30 | Customize your Brand Details

22:06.24 | Access Learning Center for Lenders


TIP 1 | Leveraging the Activity Feed

Follow a step-by-step tutorial to initiate this strategy by clicking here.

TIP 2 & 3 | Take advantage of sorting capabilities

TIP 4 | Watch for buyer intention

Learn how to take advantage & drive buyer engagement by reading this article.

TIP 5 | Create a referral network

Learn more about empowering your clients with equity options by clicking here.

HOMEBOT PRO BONUS TIP | The Mortgage Coach Approach

Start using this feature now, or follow a step-by-step tutorial to initiate this strategy by clicking here.

HOMEBOT PRO BONUS TIP | Maximize Engagement with Video Email

Start using this feature now, or follow a step-by-step tutorial to initiate this strategy by clicking here.


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