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For Lenders
Discover tips, tutorials and FAQs for making the most of Homebot
23 articles in this collection
Written by
Homebot
and
Grant
A Complete Beginner's Guide to Homebot
Looking to dive in right away & learn everything you need to know in one sitting? This article & video is for you!
Written by
Homebot
Updated over a week ago
Homebot Video Tutorial Center
Check out our live channel with short trainings to make the most of your Homebot experience!
Written by
Homebot
Updated over a week ago
Best Practices
The Ultimate Guide to Prospecting
Learn how to proactively drive engagement and turn your client database into a "data-bank" in this media rich article.
Written by
Grant
Updated this week
How to expand your reach with Homebot
Learn the two best ways to expand your reach and maximize your referrals.
Written by
Homebot
Updated over a week ago
How to leverage your client data to find hot leads
Learn how to use your client data to find great outreach opportunities
Written by
Homebot
Updated over a week ago
How to be proactive with Homebot
In this article, watch a short video on how to be proactive with Homebot using your client data followed by step-by-step articles.
Written by
Homebot
Updated over a week ago
How to leverage CMA's
Learn how to manage and leverage CMA requests
Written by
Homebot
Updated over a week ago
How to find and invite agents to join Homebot outside of your network
Learn the ways you can expand your network of influence and leads with your personal agent invite landing page.
Written by
Homebot
Updated over a week ago
Agent Co-Sponsorship
How to invite, approve, and view your Co-Sponsored Agents
This article will show lenders how to invite, approve, and view the agents they are sponsoring
Written by
Homebot
Updated over a week ago
Manage shared clients between lender and real estate agent
Learn how to manage mutual, overlapping clients between lender and realtor
Written by
Homebot
Updated over a week ago
How to check if your Agent is making the most of your Homebot relationship
Have a co-sponsored agent or agent on Freemium and you want to be sure that they're making the most of Homebot, here's how to check!
Written by
Homebot
Updated over a week ago
How to invite agents through Freemium
Learn how to onboard your agents with a free trial
Written by
Homebot
Updated over a week ago
FAQ
Why should I co-sponsor?
Learn the benefits of co-sponsoring a realtor and download our pitch deck!
Written by
Homebot
Updated over a week ago
How much to co-sponsor?
Learn the cost of co-sponsoring
Written by
Homebot
Updated over a week ago
What is Freemium and why should I do it?
Learn how to increase agent co-sponsorship by offering a free trial
Written by
Homebot
Updated over a week ago
Do I have to invite agents through Freemium?
Want to skip Freemium and co-sponsor your agent off the bat? Here's what you need to know:
Written by
Homebot
Updated over a week ago
Do my sponsored realtors have access to Homebot for Buyers?
Written by
Homebot
Updated over a week ago
Why can't I invite my agents to Homebot?
Having trouble inviting agents to Homebot? Learn what to do here!
Written by
Homebot
Updated over a week ago
If my agent upgrades from Freemium, will I get charged?
Learn what happens when your Freemium agent upgrades to a Pro account
Written by
Homebot
Updated over a week ago
Should I be selective about the agents I invite to Freemium?
Excited about Freemium but are unsure how to best utilize it? Find the best practices here!
Written by
Homebot
Updated over a week ago
What happens when I hit 25 clients while on Freemium?
Learn what to do next once you've hit your max client capacity on Homebot Freemium!
Written by
Homebot
Updated over a week ago
I've invited an agent through Freemium, now what?
Learn the steps required to invite an agent to participate on Homebot Freemium.
Written by
Homebot
Updated over a week ago
I'm ready to take my agent off Freemium, what do I do?
Love your agent and their use of Homebot and you're ready to co-sponsor them? Learn what to do next.
Written by
Homebot
Updated over a week ago