People love learning through bite-sized videos, especially when it's about their most valuable asset. So why not embed your expertise throughout the Home Digest and Home Search experience!
This feature was formally named, Video Manager. Now, it's simply labeled in your account as Embed Videos under the Video section. More on that below!
In this article, we cover the following:
Check out the walkthrough video below!
How embedded videos work
Embedding videos is an easy way to provide extra value on top of what Homebot already offers, and to remind your clients that you’re the expert they can turn to.
Simply upload your custom videos to your account, and we’ll handle the rest!
Once added, your videos are automatically integrated throughout the Home Digest and Home Search experience. That means as your clients scroll through their updates, they can watch you share your expert knowledge and advice.
For example, if you upload a custom Intro to Refinancing video, homeowners exploring their refinancing options can watch and learn from you directly within the refinance module of their Homebot experience.
How to add your videos
Video Tips
Record horizontally for the best viewing experience.
Keep your tone natural and conversational—just be yourself!
If you're using YouTube, make sure your video is set to Public so it can be viewed without issues. For instructions on adding your video to one of the supported platforms and what information we need, see this article.
If your YouTube video is under 60 seconds, it will be considered a YouTube short. While there is a workaround for adding that video type (contact customer support), it will be much easier to add your video if it's 61+ seconds.
If you’ve already recorded your video as a YouTube Short, you can use the workaround below to ensure it works properly with Homebot’s video features.
You’ll know it’s a YouTube Short if it’s under 60 seconds long and the URL includes the word “shorts” - for example:
https://www.youtube.com/shorts/uxX4JVciz98
The workaround:
Simply replace /shorts/ in the URL with /watch?v= so it looks like this:
https://www.youtube.com/watch?v=uxX4JVciz98
The above format will work correctly within Homebot.
Step-by-step instructions
Step 1: Choose your topic and create your video on your phone or laptop. Browse the topics under the Welcome, Buying, Selling, and Financing tabs. See the screen recording below.
Step 2: Upload it to one of the compatible video platforms. Click HERE for a list or see the second screen recording below.
Step 3: Navigate to the VIDEO tab and stay on the Embed Videos section.
Step 4: Select the topic for the video you want to embed. Ie. Homeowner Intro or Intro to Refinancing.
Step 5: Paste the URL, ID, or embed code from your chosen video platform (Youtube, Bombbomb, Pitchhub, Wistia, Vidyard, Loom, or Vimeo).
Step 6: Acknowledge the disclaimer.
Step 7: Click Save!
That's it! We'll embed the video into the homeowner or buyer report, ensuring it displays for your clients in the right place.
Custom video options, placement, and scripts
Evergreen content is perfect for embedded videos because it ensures you won’t need to make updates later on. So, opt for more general, timeless content.
Click on the links below to see where these videos are placed and for example scripts.
There are many videos to add so I recommend choosing a few to start.
For lenders, I suggest starting with the Homeowner and Buyer intros, Prequalification, and Intro to Refinancing videos.
For agents, I suggest starting with the Homeowner and Buyer intros, Should You Sell, and Purchase videos.
Welcome your clients to Homebot:
We highly recommend lenders and agents add welcome videos. This video will populate within the reports and the automated emails.
Teach your clients about refinancing:
We highly recommend lenders add a refi video. This video will populate in the refi module of the homeowner report.
Help clients understand their equity position and purchasing power:
We highly recommend agents add a new home video. This video will populate in the purchase module of the homeowner report.
Trading up to a new home
Empower clients to make smart selling decisions with market temperature videos:
We highly recommend agents add a Should You Sell video. This video will populate in the Should You Sell module of the homeowner report.
Support your clients through their buying or selling journey:
We highly recommend lenders add a pre-qual video. This video will populate in the prequal section of the buyer report.
Cosponsoring agents
This video will populate under the COSPONSOR tab of an agent's Homebot account. If they find you in their search for lenders in their area, they'll be able to watch this video.
This video will populate in your co-sponsored agent's reports that go out to their database.
Some options above include a default video. If you'd like to add your own, simply click "Edit."
How embedded videos work for lenders co-sponsoring agents
Anytime a lender uploads a Prequalification or Intro to Refinancing (on the 30-year fixed option only) video to their account before connecting with a real estate agent, it will auto-populate in the agent's outgoing reports.
When a lender adds a custom video after connecting with an agent on Homebot, the agent will be notified right away via email:
Click Disable to remove the videos from the agent's outgoing reports:
Real estate agents on Homebot will need a lender co-sponsor to use embed videos. Here's an article explaining the benefits of having a lender co-sponsor and another on how to secure one.
Have questions?
If you're having trouble embedding your videos, we're here to help! Please send us a direct message using the pink icon located at the bottom right corner of your account.