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Training for Agents

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

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].

๐Ÿ‘‰ Are you a Loan Officer? Check out our on-demand trainings designed just for you HERE.

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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

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:


2. Getting Started on Homebot | Watch on-demand HERE.

In this workshop, you'll learn how to:

  • Set up your profile and perfect your branding

  • Customize your account with video

  • Add clients, and manage your database

  • Navigate the platform with ease

  • Brief overview of co-sponsorship and how to generate leads

Check out these relevant help articles:


3. Best Practices for Agents | Watch on-demand HERE.

In this training, we cover how to:

  • Drive client engagement and create call lists

  • Use video to deliver impactful messages

  • Generate leads and build a referral network

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, youโ€™ll learn how to:

  • Identify engaged homeowners ready to list โ€” 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.


6. 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:


7. 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:


8. 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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