Homebot

Learn how Homebot's weekly email helps you stay on top of your most engaged clients.

Weekly Leaderboard Email

How to search, sort, and filter your database

Learn how to change loan information, edit contact information, delete or remove a buyer, and assign a real estate agent.

How to Manage Buyer Profiles

Learn how to update a clients home value, edit home address, delete or remove a homeowner, and more

How to Manage Homeowner Profiles

Learn how to find clients with email issues, what each status means, how to re-engage them, and how to delete them from your account.

Managing Clients with Email Issues

Learn how to request an export of your Homebot client database, what's included in the export, and what to expect.

How to Export Your Database

Learn how to complete a pre-qual request or delete the client from the pre-qualification request list

How to Handle Pre-qual Requests

Learn how to manage and leverage CMA requests, how to assign a CMA to a realtor, and how to delete a client from the CMA request list.

How to Handle CMA Requests

How do I preview a client's Homebot?

How to Delete Clients

Can you tell me the last date I added clients to my database?

How to Find Your Last Client Import Date

How to view clients who are "cold" or disengaged

What happens if my client purchases a home?

Learn how to update the value of a home by updating the CMA

How to Change the Estimated Home Value

Erica McGarvey

Lou Wendelstedt

Learn how to update or delete client info, sort your database, and more.

Database Management

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Create your workspace and invite the people you work with.

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

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

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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.

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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.

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

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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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