People love learning through bite-sized videos, especially when it's about their most valuable asset. With Video Manager, you can embed your educational videos throughout the homeowner and buyer reports.

In this article, we cover the following:

Video manager is a great way to add more value on top of what Homebot already offers, and to remind your database that you are the expert to turn to.

Simply drop your custom videos into your account and we'll take care of the rest!

When you add your videos, we'll auto-populate them within the homeowner and buyer reports. That means as your clients are scrolling through it they can watch a video of you sharing your expert knowledge and advice.

For example, if someone is looking at the refi module of the homeowner report, and you added a custom video, it will be visible in this section as shown below:

Evergreen content is perfect for Video Manager because it ensures you won’t need to make updates later on. So, opt for more general, timeless content. Check out the video links below to see where these videos are placed and script inspiration.

There are many videos to embed so I recommend choosing a few to start.

For lenders, I suggest starting with the Welcome videos, Prequalification, and Intro to Refinancing videos.

For agents, I suggest the Welcome videos, 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. It will display in the bottom right corner of their report when they open it for the first time.

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.

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

Some options above include a default video. If you'd like to add your own, simply click "Edit."

Step 1: Create your video on your phone or laptop.

Step 2: Upload it to one of the compatible video streaming platforms.

Step 3: Navigate to the VIDEO section of your account. Stay on the Your Videos tab.

Step 4: Select the appropriate topic for the video you want to embed.

Step 5: Paste the URL, ID, or embed code from your chosen streaming platform (Youtube, Bombbomb, Pitchhub, Wistia, Vidyard, 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.

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:

If you're having trouble with Video Manager, we're here to help! Please send us a direct message using the pink icon located at the bottom right corner of your account.