Getting Started on Homebot

Everything you need to know about setting up your Homebot account

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

Hi there! Welcome to Homebot. This article includes links to resources to help you get started in the right direction.

Click here for a brief overview of the Homeowner digest and here for the Buyer report.

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:


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:

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:


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:

  • 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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