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Getting Started on Homebot for Lenders

Learn everything you need to know to start leveraging Homebot today.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 3 months ago

Homebot ensures you remain your client's point of contact throughout their entire homeownership journey, from start to finish. In this workshop, you'll get an in-depth tutorial on:

  • How to set up your profile and branding

  • How to turn on and off the reports

  • How to customize your account with video and integrations

  • How to add and manage clients

  • How to use the activity feed to engage with your database

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