Homebot

Start here to set up your account, customize it, send yourself a report, and add some clients.

Quick Start: 8 Easy Steps to Set Up Your Account for Success!

A consolidated guide to best practices for driving client engagement, generating leads, using video, and strengthening agent relationships.

Homebot Best Practices

How to Introduce Homebot to Clients and Prospects (see: How to Introduce Homebot)

Playbook: Getting Started on Homebot

Find scripts and tips for boosting client engagement

Playbook: 90 Day Proactive Outreach

Learn how to add agent profiles, transfer clients, impersonate agents, and more.

Getting Started on the Agent Team Plan

This article provides a brief overview of how Homebot works, along with links to additional resources for more information.

What is Homebot? A Brief Overview of How Homebot Works

Erica McGarvey

Getting Started Guides, Best Practices & Account Management

Learn how to log in, set or reset your password, troubleshoot login issues, and manage account access.

Login, Password & Account Access

Learn how to update your profile information, upload a photo, add custom links, update your login email, and manage digest settings.

Profile & Account Settings

Learn how to change your company and office information, plus additional customization for your clients

Company & Office Info

Learn how to personalize your Homebot account with a welcome video, custom email, disclaimer, loan application link, integrations, and more.

Customizing Your Homebot Account

Transitioning to a New Company on Homebot

Homebot's built-in TCPA consent capture lets homeowners opt in to texts and calls from their loan officer directly in the digest.

SMS & Phone Call Opt-In: What It Is and How It Works

Are you having trouble logging in? This article will show you how to log in to your Homebot account.

How to log in and log out of your account and troubleshoot login issues

Explains what APU (Active Portal Usage) measures, why it can be higher than your contact count, why it doesn't change immediately after activity slows down, where to find it.

Understanding Client Engagement (APU) on the Unlimited Plan

Set a password and customize your profile.

Account Management & Customization

Create a custom design with text, images, and links

Sign into your account

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Volume, creators and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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