Hi there! Welcome to Homebot. This article includes links to resources to help you get started in the right direction.
🚨Best practice: Join our weekly live training for lenders or agents, where we dive into how to set up your profile and optimize your Client Engagement Portal.
First, if you need or want a quick overview of the homeowner or buyer report, click on the links below.
Next, if you're just getting started on Homebot or need to update your profile and settings, use the pink links below for more step-by-step instructions.
Add Brand Details (for lenders co-sponsoring agents)
Update company information by sending us a direct message using the pink icon in the bottom right corner of your screen 🤗
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:
Edit a home address and add a co-borrower
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:
If a lender, you can cosponsor agents
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