This article provides helpful resources to walk you through setting up your account (aka Client Engagement Portal), adding clients, customizing reports, best practices, and more!
The Homebot reports
Your Client Engagement Portal
Set up your profile and customize the welcome email
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!
Change or 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 data
Keep an eye on your DASHBOARD once you've added clients/prospects. Click on the links below to learn how to interpret and leverage client engagement data:
Generate leads, customize the reports with video, choose a co-sponsor, and offer the mobile app
Click on the links below for step-by-step instructions:
If a lender, you can cosponsor agents
Click here to learn about all of the unique features Homebot has to offer.
For more training, check out our weekly sessions
Have questions or need support?
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