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Workshop: Best Practices for Lenders

Watch a previously recorded Best Practices workshop lenders

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

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:

  1. Add clients, set up your profile, and manage your database

  2. Leverage your activity feed

  3. Customize your Homebot with POWER UPs

  4. Build a referral network

  5. Generate new leads

To sign up for a live workshop, please visit this help center article.

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Below is a previously recorded Best Practices workshop for lenders:


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