Tutorials + FAQs

Useful help articles to get you started with Homebot

Homebot avatar Customer-Success avatar Talya Reynolds avatar
91 articles in this collection
Written by Homebot, Customer-Success, and Talya Reynolds
Managing Your Clients

How to manage new leads

Learn how to manage your new Homebot leads
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Written by Homebot
Updated over a week ago

How do I add a client?

Learn how to add new clients into your portal
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Written by Homebot
Updated over a week ago

Where do I send my client import?

Learn the quickest way to get your clients uploaded to maximize your Homebot!
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Written by Homebot
Updated over a week ago

I've added my clients, what happens next?

Learn what happens after you add your clients.
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Written by Homebot
Updated over a week ago

How do I delete a buyer?

Did your client make a purchase or is no longer interested? Learn how to delete your buyer.
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Written by Homebot
Updated over a week ago

How can I adjust the value of a client's home?

Values don't automatically update, learn how to adjust your client's home here!
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Written by Homebot
Updated over a week ago

How do I send a Welcome Email in Spanish?

Learn how to set up your Spanish speaking clients to receive emails in Spanish
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Written by Homebot
Updated over a week ago

What to do when a client requests a CMA

Learn the steps to take when a client has requested to verify their Home Value
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Written by Homebot
Updated over a week ago

What does "How can I see homes in (zipcode)" mean?

Learn how you and your clients can leverage the Buyers feature to jump start a new home search!
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Written by Homebot
Updated over a week ago

How do I find out which clients have unsubscribed from the email services?

Make the most of your Homebot account by managing your unsubscribes
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Written by Homebot
Updated over a week ago

How to manage inactive clients

Best practices for managing your unengaged homeowners
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Written by Homebot
Updated over a week ago

Why am I getting messages from clients through Homebot?

Learn how your clients can message you directly from their Homebot Digest!
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Written by Homebot
Updated over a week ago

How do I add notes to a client's profile?

Learn how to add notes to your clients to help you remember important details!
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Written by Homebot
Updated over a week ago

How your clients can add homes to their Homebot

Learn how your clients can add homes to their report through our self-add home feature
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Written by Homebot
Updated over a week ago

How do I unsubscribe a client?

Learn how to unsubscribe and resubscribe a client
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Written by Homebot
Updated over a week ago

How do I send automated emails in Spanish?

Have a Spanish speaking client? No problem! Learn how to customize their digest and send it in Spanish.
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Written by Homebot
Updated over a week ago

How do I delete a client?

Learn how to delete a client who is no longer interested
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Written by Homebot
Updated over a week ago

How to bulk delete clients

Learn how to easily remove unsubscribed users in bulk
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Written by Homebot
Updated over a week ago

How to edit a client's information

Learn how to update a homeowner and buyers information
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Written by Homebot
Updated over a week ago

How to update clients address

In this article learn how to update your clients address if it changes
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Written by Homebot
Updated over a week ago

How to edit home facts

Learn how to update the client's
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Written by Talya Reynolds
Updated over a week ago

How to Edit a Client's Home Value

Learn how to update the value of a home by updating the CMA
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Written by Homebot
Updated over a week ago

How do I update a loan balance?

Learn how you and your clients can manually edit the current unpaid loan balance on their mortgage
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Written by Homebot
Updated over a week ago

How do I add a co-borrower to an existing home?

Learn how to add an additional person to a home so they can also receive the digest
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Written by Homebot
Updated over a week ago

How to add a loan

Learn how to add a clients mortgage to their digests
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Written by Homebot
Updated over a week ago

How to edit a loan

Learn how to update a clients loan information
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Written by Homebot
Updated over a week ago

How to delete a loan

Learn how to remove a clients loan
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Written by Homebot
Updated over a week ago

What does it mean when a client tunes their value?

Learn what to do when a client turns their value
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Written by Homebot
Updated over a week ago
Homebot for Homeowners

How does Homebot work in non-disclosure states?

Learn how non-disclosure states work and how to manage your clients
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Written by Homebot
Updated over a week ago

Everything you need to know about the Homeowner Digest

Have questions about the Homeowner Digest flow? Learn everything you need to know here.
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Written by Homebot
Updated over a week ago

What does the welcome email say?

Curious what our copy is for the automated welcome email? Read it here.
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Written by Homebot
Updated over a week ago

Why the automated "Welcome Email" is so important & how to manage it

Learn all about the welcome email and how to customize it, turn it off, and more.
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Written by Homebot
Updated over a week ago

How do I edit my welcome email?

Looking to personalize your welcome email? Learn how here!
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Written by Homebot
Updated over a week ago

When will my digests go out?

Recently uploaded new clients, learn when you can expect the digests to start sending
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Written by Homebot
Updated over a week ago

How do I turn monthly digest auto-send ON and OFF?

Learn how to turn on/off monthly digests
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Written by Homebot
Updated over a week ago

How often are digests sent out? Are they automatically sent?

Digest scheduling and delivery
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Written by Homebot
Updated over a week ago

Module Overview: Short-term rental

Learn more about the short-term rental income simulator here.
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Written by Homebot
Updated over a week ago

Module Overview: Purchasing Power

Learn about the purchasing power module: Buying an investment property or trading up to a new home
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Written by Homebot
Updated over a week ago

Module Overview: Reverse Mortgage

Increase your business by enabling our new "Reverse Mortgage" module. Learn how it works and why it's beneficial!
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Written by Homebot
Updated over a week ago

Module Overview: Refinancing & Principal vs. Interest

Learn about the power of our refinancing module
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Written by Homebot
Updated over a week ago

Module Overview: Principal Payments

Learn about the power of making additional principal payments through this quick explainer video.
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Written by Homebot
Updated over a week ago

Module Overview: Mortgage Insurance

Learn how our mortgage insurance module can help you clients know when to refi and get rid of pesky mortgage insurance
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Written by Homebot
Updated over a week ago

Module Overview: Equity Explorer

Learn about the look and feel of the purchasing power and equity explorer modules
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Written by Homebot
Updated over a week ago

Module Overview: Tune Your Value

Understand how homeowners have the power to adjust their home value, followed by a formal CMA request if they so choose.
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Written by Customer-Success
Updated over a week ago
Homebot for Buyers

How to edit a buyers profile

Learn how to edit and update your buyers profile information
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Written by Homebot
Updated over a week ago

Navigating the Market Explorer Tool

Learn all the features available from market explorer and how your clients can leverage to understand their market and take action.
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Written by Homebot
Updated over a week ago

Understanding the Buying Report

Deep dive into the buying report features and tools your clients are receiving.
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Written by Homebot
Updated over a week ago

Buyers from your clients point of view

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Written by Homebot
Updated over a week ago

Homebot for Buyers Overview

Learn all about the monthly buying report and market explorer + find step-by-step tutorials and best practices.
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Written by Homebot
Updated over a week ago

How often are market reports sent out? Are market reports sent automatically or do I need to send them myself?

Learn about the automated market reports emailing cadence
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Written by Homebot
Updated over a week ago

How to add a pre-qual to your buyer leads

Learn how to add pre-qualification information for your buyers
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Written by Homebot
Updated over a week ago

How to setup your Custom Home Search with your IDX

Having some trouble adding your Custom Home Search? This article will help!
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Written by Talya Reynolds
Updated over a week ago

Adding new leads to your database

Learn about Homebot for Buyers and how to start adding leads to your database
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Written by Homebot
Updated over a week ago

How to add multiple markets to your buyers Market Report

Learn how you and your client can add various zip codes to the monthly Market Report
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Written by Homebot
Updated over a week ago

What is my client capacity for Homebot for Buyers?

Understanding client capacity and homeowner/buyer account distribution
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Written by Homebot
Updated over a week ago

What if my client is both a Homeowner and a Buyer in the system?

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Written by Homebot
Updated over a week ago

How do I turn monthly report auto-send ON and OFF for my buyers?

Learn how to turn on and off your market report and welcome email settings
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Written by Homebot
Updated over a week ago

How will a buyer be migrated to my homeowner side once they purchase a home?

Learn what to do when your buyer makes a purchase
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Written by Homebot
Updated over a week ago

How do I unsubscribe someone from the buyers report?

Did your buyer make a purchase, is no longer in need of a market report? Learn how to unsubscribe them here.
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Written by Homebot
Updated over a week ago

How do I access Homebot for Buyers?

Accessing Homebot for Buyers feature
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Written by Homebot
Updated over a week ago

How much does Homebot for Buyers Cost?

Learn which subscription you need to access Homebot for Buyers
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Written by Homebot
Updated over a week ago

What happens if I have a client who I've added as both a buyer and a homeowner and they unsubscribe them from one of those?

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Written by Homebot
Updated over a week ago

What happens if a buyer becomes a homeowner?

Learn what it means (and looks like) once a buyer becomes a homeowner
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Written by Homebot
Updated over a week ago

I've added my prospect to Buyers, now what?

Learn what happens after you added in your buyers
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Written by Homebot
Updated over a week ago

How do I add a buyer?

Learn how to add a potential home buyer
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Written by Homebot
Updated over a week ago