Hi there! Welcome to Homebot. This article includes links to resources to help you nurture your database.
Join our Getting Started workshop, where we dive into everything found in this article.
If you're just getting started or need to update your profile and settings, navigate to Account in the top right corner and click Manage Profile & Settings. From there, you can:
Add Brand Details (for lenders)
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, navigate to the Add Clients tab. From there, you can:
To change or update client information, navigate to the Manage tab and click on the Homeowners sub-tab. From there, you can:
Update homeowner profile information (see this article for updating buyer profiles)
Edit a home address and add a co-owner
Click here to learn about how we generate an estimated home value for homeowners.
Keep an eye on your Activity tab once you've added clients/prospects and we've started sending the digest/report. From there, you can:
And you can do so much more:
If a lender, you can cosponsor agents
For more training, check out our live weekly workshops:
Have questions or need support? Click the pink icon in the bottom right of your screen to:
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