For Lenders | Homebot Help Center

How to invite agents through Freemium

Learn how to onboard your agents with a free trial

Written by Homebot
Updated over a week ago

Importing Clients

Video Tutorial: Importing Your Homeowner Data into Homebot

Lenders: Learn how to bulk-import your client data into your Homebot account

Written by Homebot
Updated over a week ago

Inviting & Managing Co-Sponsored Agents

Why should I co-sponsor?

Learn the benefits of co-sponsoring a realtor

Written by Homebot
Updated over a week ago

Lenders: 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 much to co-sponsor?

Learn the cost of co-sponsoring

Written by Homebot
Updated over a week ago

Tips, Tricks & Best Practices

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

Power Ups

How to customize your Homebot with Power Ups

Lenders: The how and why of activating your Power Ups!

Written by Homebot
Updated over a week ago

What does beta mean on the power ups?

Learn about our beta program for tools coming soon.

Written by Homebot
Updated over a week ago

How to use Home Search by Ylopo

Learn how to leverage Homebot's home search so your clients never have to leave the platform!

Written by Homebot
Updated over a week ago

How to turn on Home Search by Ylopo

Learn how to activate Ylopo for your clients to search homes without ever having to leave their Homebot portal

Written by Homebot
Updated over a week ago

Freemium - FAQ

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

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

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

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

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

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

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