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Guide to Getting Started on Homebot
Guide to Getting Started on Homebot

Everything you need to know about setting up your account.

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

This article provides helpful resources to walk you through setting up your account, adding clients, customizing reports, and getting familiar with your Client Engagement Portal.

Or, check out the 2-minute welcome video below featuring 7 best practices to get you started in the right direction.

🚨Best Practice: Join our weekly Best Practices training session for lenders and agents, where we explore strategies to optimize your Client Engagement Portal.


For an in-depth walkthrough of your Client Engagement Portal, click HERE.

If you want a brief overview of the homeowner or buyer report, click on the links below:


To set up your profile or edit the welcome email, use the pink links below for detailed, step-by-step instructions.


If you're ready to add clients and prospects to your account, use the following links:


To change or update client information, use the following links:

Click here to learn about how we generate estimated home values.


Keep an eye on your DASHBOARD once you've added clients/prospects. Use the links below to learn how to interpret and leverage client engagement data:


And you can do so much more:


For more training, check out our live weekly workshops:


Click here to learn about all of the features Homebot has to offer.

Have questions or need support? Click the pink icon in the bottom right of your screen to:

  • Send Customer Support a direct message M-F between 8a-6p MST

  • Search for Help in our help center by typing keywords into the search bar

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