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Training for Loan Officers

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

All of our trainings are available on-demand, so you can watch them whenever it works best for you. Just pick a topic that interests you from the list below to get started!

If you have questions while you're watching, go ahead and drop them in the comments section below the video. We’ll get notified in real time and will respond during regular business hours. Prefer email? You can always reach us at [email protected].

👉 Are you a Real Estate Agent? Check out our on-demand trainings just for agents HERE.

If you're short on time, feel free to speed things up to 1.5x or click on the relevant resources below each training description. Some of the longer videos have chapters built in, so you can easily jump to the parts you’re most interested in.

Try watching one training per week. It’s a great way to build confidence in your investment and get even more value out of Homebot, one step at a time.

In this webinar, we'll walk through:

  • The automated monthly emails

  • The Home Digest

  • The Home Search experience

  • The Homebot Mobile App

In a hurry? Check out these relevant help articles with short video walkthroughs:


Best Practices for Lenders | Watch on-demand HERE.

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

Check out these relevant help articles:


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:


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:


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:


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:


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:

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