Homebot

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

Learn how client capacity works for homeowners, buyers, and clients receiving both reports!

Learn where to find clients with email issues and what each email issue status means.

Learn how to engage clients with invalid emails, unsubscribed or marked as spam.

Learn how to manage and leverage CMA requests. How to assign a CMA to a realtor and remove from the Needs CMA list.

In this article, learn how clients can send you messages directly through Homebot and how to respond.

Learn how to sort and filter your database, update client profiles, and more!

In this article learn how to update your clients home address and add a co-owner/co-borrower/additional email address.

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

Learn how to add pre-qualification information for buyers

Create a custom design with text, images, and links