Skip to main content
All CollectionsRegister for live trainings
Lender Weekly Workshop Series
Lender Weekly Workshop Series

Sign-up for weekly trainings, workshops, and webinars!

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a month ago

Want to learn how to optimize your Homebot account? Join one (or more!) of our weekly workshops below. Click on the pink links to register!

Are you a Real Estate Agent? Check out all of our workshops for agents HERE.

In this webinar, we'll walk through:

  • The automated monthly emails for homeowners and buyers

  • The homeowner report

  • The buyer report and Homebot Home Search

  • The Homebot Mobile App


Best Practices for Lenders | Monday, Tuesday, and Wednesday at noon (MT)

In this workshop, you'll learn how to:

  • Create call lists out from client engagement

  • Set-up your profile, add clients, and manage your database

  • Connect your CRM using Zapier

  • Generate leads and build a referral network

  • Use video to boost engagement


Landing Agent Partners | Thursdays at noon (MT)

In this training, you'll learn how to:

  • Show agents the value of partnering with you on Homebot

  • Scripts and ideas for approaching the agent with value

  • Nurture agent relationships through Homebot

  • Ensure a successful relationship once connected on Homebot


This is a training for lenders to join or share with interested agents: The Benefits of Co-Branding With a Lender on Homebot | Wednesdays at noon MT

In this training, you'll learn the following:

  • The additional features and benefits of being co-sponsored by a lender

  • How co-sponsorship works

  • Subscription and pricing options for agents


The Homebot Mobile App | Thursday at 1 PM (MT)

In this training, you'll learn:

  • What the mobile app is and how it's different from the desktop/mobile-friendly version of Homebot

  • How to nurture your clients and generate leads with the mobile app

  • How existing clients and new leads successfully download the mobile app


A Guide to Using Video | Friday at 1 PM (MT)

In this workshop you'll learn:

  • The difference between Video Email, Bombbomb, and Video Manager

  • How each video works and how it looks for your database

  • Content ideas and example videos


Build Your Database | Friday at noon (MT)

In this workshop you'll learn:

  • How the Homebot landing pages work and best practices.

  • How and where you can share them on social media, print marketing materials, and in-person events.

  • The formula for crafting successful messaging with Homebot examples

Did this answer your question?