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Training for Agents

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 Loan Officer? Check out our on-demand trainings just for lenders 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. We promise you’ll pick up something new every time. 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 training, we walk through:

  • The automated monthly emails

  • The Home Digest experience

  • The Home Search experience

  • The Homebot Mobile App

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


Best Practices for Agents | Watch on-demand HERE.

In this training, we cover 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:


In this training, we cover:

  • In-depth overview of the Home Search experience

  • How to generate buyer leads using your unique purchase landing page

  • How the Homebot mobile app supports buyers on the go

Check out these relevant help articles:


In this training, you’ll learn how to:

  • Identify engaged homeowners ready to list — before they even hit the market.

  • Use Key Client Lists (think Likelihood to Sell Scores) to inform your outreach strategy

  • Generate homeowner leads using your personalized landing pages

  • Enhance the homeowner experience with a lender co-sponsor or without on the Agent Growth plan.


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

In this training, we cover:

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

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

  • Content ideas and example videos

Check out these relevant help articles:


The Homebot Mobile App | Watch on-demand HERE.

In this training, you'll learn the following:

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

  • The onboarding flow for buyers and the homeowner experience

  • How to generate leads and nurture your database through the mobile app

Check out these relevant help articles:


Build Your Database | Watch on-demand HERE.

In this workshop, we cover:

  • How to use your unique Homebot landing pages to generate a new list of prospects

  • How to discover your target audience

  • A proven formula for crafting successful messaging and examples

  • How to encourage referrals from happy Homebot subscribers

Check out these relevant help articles:

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