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Lender Weekly Workshop Series

Lender Weekly Workshop Series

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Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

Want to learn how to optimize your Homebot account?

Register for one (or more!) of our workshops by clicking the links below.

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 at 12 PM (MT)

In this workshop, you'll learn how to:

  • Create call lists from client engagement

  • Set up your profile to match your brand

  • Add clients, and manage your database

  • Generate leads and build a referral network

  • Customize your account with video


Landing Agent Partners | Wednesday at 12 PM (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


The Homebot Mobile App | Thursday at 12 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 11 AM (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 12 PM (MT)

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

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