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.
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.
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:
🚨Best Practice: Connect your CRM using Zapier!
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