For Lenders

How to get started on Homebot

In this article, watch a brief video walking you through getting started on Homebot. Below the video, you'll find step-by-step tutorials:

Written by Homebot
Updated over a week ago

Understanding the tools your clients are receiving

In this article, get a better understanding of the digest and buyers report

Written by Homebot
Updated over a week ago

Understanding the Digest

Lenders: Take a quick video tour of the home value report + find a guide to everything you need to know about it.

Written by Homebot
Updated over a week ago

How to add and manage clients

Learn how to add your clients, manage their profile information, and how to manage email issues.

Written by Homebot
Updated over a week ago

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 customize your Homebot with Power Ups

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

Written by Homebot
Updated over a week ago

Homebot Learning for Lenders

Check out our live channel with short trainings to make the most of your Homebot experience!

Written by Homebot
Updated over a week ago

Video Tutorial: Importing Your Homeowner Data into Homebot

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

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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.

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Updated over a week ago

How to bulk import your clients

Learn how to bulk import your clients and find ready-to-download templates!

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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

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Updated over a week ago

How to leverage CMA's

Learn how to manage and leverage CMA requests

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Updated over a week ago

Use your "Activity" dashboard to understand Client Engagement

Find new opportunities by monitoring your "Activity" feed

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Updated over a week ago

Using your Personalized Invite URL to Capture New Leads

Learn how to use your personalized invite URL to find new leads

Written by Homebot
Updated over a week ago

How to turn on Mortgage Coach

Learn how to integrate your Mortgage Coach account with Homebot

Written by Homebot
Updated this week

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

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 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, approve, and view your Co-Sponsored Agents

This article will show lenders how to invite, approve, and view the agents they are sponsoring

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Updated over a week ago

How much to co-sponsor?

Learn the cost of co-sponsoring

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Updated over a week ago

Why should I co-sponsor?

Learn the benefits of co-sponsoring a realtor and download our pitch deck!

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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

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Updated over a week ago

How to invite agents through Freemium

Learn how to onboard your agents with a free trial

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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!

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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:

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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.

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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!

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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!

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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

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

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

Do my sponsored realtors have access to Homebot for Buyers?

Written by Homebot
Updated over a week ago