For Lenders

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

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 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

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 over a week ago

Lender Workshop: Creating Scripts for Video Manager

For Lenders: Learn how to create quality videos that your clients will enjoy!

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 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

How to Assign CMA Requests

If you are a Loan Officer, learn how to assign CMA requests here.

Written by Homebot
Updated over a week ago

Workshop: Becoming the Go-to Lender with Homebot

Learn how our guest, Scott Schang, positioned himself as a Homebot PRO to help Agents build their databases and start generating business

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

Written by Homebot
Updated over a week ago

How to create a profile that stands out to potential clients and Agent partners

Learn how to customize your branding and create a profile that stands out to current and prospective clients, plus potential agent partners.

Written by Homebot
Updated over a week ago

How to customize your Co-Sponsorship profile

Learn how to stand out to potential agent partners by customizing your profile and creating a video to pitch potential agents.

Written by Talya Reynolds
Updated over a week ago

How to invite Insurance Agents

Interested in partnering with Insurance Agents on Homebot? Learn how in this article.

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

How to approach, connect & build rapport with Agents

Scripts, tips, and resources to start engaging with agents you want to co-sponsor.

Written by Homebot
Updated over a week ago

How to enable or disable the agent promotion feature

No longer interested in your profile being presented to unsponsored Real Estate Agents in your area? Learn how to turn this feature off.

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

Pitch an Agent Video Example + Script

Create a video that stands out to potential Agent partners on Homebot who do not have a Lender Co-Sponsor.

Written by Homebot
Updated over a week ago

Email script for introducing agents to Homebot

What to say and how to say it so can you land that ideal partnership

Written by Homebot
Updated over a week ago

Workshop: Landing Agent Partners

Watch this video to get an in-depth tutorial on pitching and selling agents to co-sponsor with you Homebot

Written by Homebot
Updated over a week ago

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

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