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For Lenders
Discover tips, tutorials and FAQs for making the most of Homebot
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33 articles in this collection
Written by
Homebot,
Clarisse Tolosa,
and
Chris Johnson
Understanding billable clients in Homebot
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Written by
Chris Johnson
Updated over a week ago
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
Best Practices
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
Clarisse Tolosa
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 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 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 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 Stand 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
Homebot
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
How to Manage Shared Clients
For Co-Sponsored Real Estate Agents & Loan Officers, learn how to manage mutual, overlapping clients.
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: 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
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
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