This article offers helpful resources to guide you through setting up your account, adding clients, customizing reports, following best practices, and more!
🚨Best Practice: Join our weekly training sessions for lenders and agents to discover strategies for maximizing your Homebot account. Find a date and register HERE.
The Homebot Experience
Click HERE to learn about all of the unique features Homebot has to offer.
Your Homebot Account
Setup Your Profile
Click the links below for 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 🤗
Add Clients and Prospects
Click the links below for step-by-step instructions:
🚨Best Practice: Connect your CRM using Zapier!
Update Client Information
Click on the links below for step-by-step instructions:
Edit a home address and add a co-borrower
Click HERE to learn about how we generate estimated home values.
Understand Client Engagement
Keep an eye on your DASHBOARD after adding clients or prospects. Use the links below to learn how to interpret and make the most of your client engagement data:
Generate Leads & Video
Click on the links below for step-by-step instructions:
Register for Weekly Trainings
Have questions?
Click the pink icon located at the bottom right corner of your account 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