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Video Manager and How it Works

Learn how to enhance your clients’ favorite Homebot reports with short, educational, topic-based videos.

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

People love learning through bite-sized videos, especially when it's about their most valuable asset. With Video Manager, you can embed educational videos throughout the homeowner and buyer reports, adding more value to what Homebot already offers.

🚨Best Practice: We highly recommend adding welcome videos! More on that below in the video options section of this article.

In this article, we go over the following:

  1. Learn what video options are available and discover scripts to help you craft your messaging, including which videos we recommend focusing on first.

  2. Choose a platform to host your custom video messages (Wistia, BombBomb, YouTube, or PitchHub).

  3. How to add your custom video under the VIDEO tab of your account.

Real estate agents on Homebot will need a lender co-sponsor in order to use Video Manager. Here's an article explaining the benefits of having a lender co-sponsor and another on how to secure one.


EXPLORE VIDEO OPTIONS

Evergreen content is best suited for video manager, so that once the videos are added to your account, you won't need to spend time updating them.

Click on any of the video links below to learn where it's displayed, how it works, and example scripts for inspiration.

Welcome your clients to Homebot:

We highly recommend lenders and agents add welcome videos.

Teach your clients about refinancing:

We highly recommend lenders add a refi video.

Help clients understand their equity position and purchasing power:

We highly recommend agents add a new home video.

Empower clients to make smart selling decisions with market temperature videos:

We highly recommend agents add a Should You Sell video.

Support your clients through their buying or selling journey:

We highly recommend lenders add a pre-qual video.

Cosponsoring agents

Some options above include a default video. Click "Edit" to add your own.


CHOOSE A PLATFORM

We integrate with the following video hosting platforms to make it easy for you to add your video content to Homebot. Once you've created your video, add it to one of the following platforms:

  • Youtube

  • BombBomb

  • PitchHub

  • Wistia

See instructions for each platform here.


ADD YOUR VIDEOS

Once you’ve created your custom video and uploaded it to your video platform, log into your portal and click the VIDEO tab.

Select the topic for the video you want to embed.

Select your video platform from the options list and insert the information required. Then, acknowledge the message and click Save.

That's it! We'll embed the video into the homeowner or buyer report, ensuring it reaches your clients at the right time.


How Video Manager works for a lender co-sponsoring agents

If you're in a co-sponsored relationship, any mortgage-related videos (pre-qual and refi's) by the lender will populate on the reports that go out to the agent's database. Those videos include:

Anytime a lender adds a video, it will be shown on the agent's outgoing client reports.

The agent will be notified right away via email:

This feature can be disabled from the lender's account.

To change this, go to your pre-qual or refi video and select 'Disable':

Homebot will have you confirm, select 'Yes, disable' to do so:


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

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