Watch this workshop to learn how you can proactively drive engagement and turn your client database into a "data bank."
In this workshop, we'll go over how to:
Leverage your activity feed
Customize your Homebot with POWER UPs
Build a referral network
Generate new leads
To sign up for a live workshop, please visit this help center article.
If you have any questions, please send our customer support team a direct message by clicking the pink chat bubble at the bottom right of your screen.
Below is a previously recorded Best Practices workshop for lenders: