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Training for Loan Officers

Written by Erica McGarvey

All of our trainings are available on-demand. Just pick a topic that interests you from the list below to get started!

Register for LIVE sessions HERE.

If you have questions while you're watching, please email us at [email protected].

πŸ‘‰ Are you a Real Estate Agent? Check out our on-demand trainings just for you HERE.

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  • Click on relevant resources below each training description

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Try watching one training per week

  • You'll pick up something new every time

  • Build confidence in your investment

  • Get even more value out of Homebot, one step at a time


1. Onboarding & Best Practices | Watch on-demand HERE.

In this workshop, you'll learn how to:

  • Set up your profile and perfect your branding

  • Add clients and manage your database

  • Create calls lists

  • Find and strengthen agents relationships

  • Use video and generate leads

Check out these relevant help articles:


2. Landing Agent Partners | Watch on-demand HERE.

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

  • Ensure a successful relationship once connected on Homebot

Check out these relevant help articles:


3. Understanding Partner Intel | Watch on-demand HERE.

In this training, you'll learn how to:

  • Search and discover agents within the system

  • Create and save powerful search strategies for agent prospecting

  • Review and understand your current agent partnerships

  • Leverage co-sponsorship & more!

Check out these relevant help articles:


In this training, we cover:

  • An overview of the buyer experience on Homebot

  • Benefits of a safe, nationwide, and branded search experience

  • How to generate leads using your unique purchase landing page

  • How the Homebot Mobile App supports buyers on the go

Check out these relevant help articles:


5. The Homebot Mobile App | Watch on-demand HERE.

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

Check out these relevant help articles:


6. A Guide to Using Video | Watch on-demand HERE.

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

Check out these relevant help articles:


7. Build Your Database | Watch on-demand HERE.

In this workshop you'll learn:

  • How 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

Check out these relevant help articles:

8. Homebot Network | Watch on-demand HERE.

In this workshop, we cover:

  • How the Network works

  • Why it matters

  • How to use it to build stronger partnerships with agents while staying top of mind with your clients.

Check out these relevant help articles:

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