Tutorials + FAQs

How do I log in? What’s my password?

Having trouble logging in?

Written by Homebot
Updated over a week ago

Can my assistant log in to manage my account?

Learn how to allow authorized parties to access your account

Written by Homebot
Updated over a week ago

How do I set a password to login to my account?

Learn how to login using a password instead of email link

Written by Homebot
Updated over a week ago

Share Homebot to Social Media Sites

Learn how to invite new leads via social media (Facebook, Linkedin, Personal Website, etc)

Written by Homebot
Updated over a week ago

Client-to-Client Referrals

Learn how your clients can invite their friends/family straight from their digest.

Written by Homebot
Updated over a week ago

Video Tutorial: How do I add Homebot to my iPhone home screen?

Watch a short video on adding Homebot to your iPhone to quickly get leads!

Written by Homebot
Updated over a week ago

Add a custom lead gen form for Homeowners to your website

Learn how to embed your Homebot Lead Gen form into your website to capture new homeowner leads

Written by Homebot
Updated over a week ago

Where is my share page?

Learn how to share your personal link to get new leads!

Written by Homebot
Updated over a week ago

Bookmark Homebot to your Cell Phone Home Screen :: iPhones & iPads

Learn how to add Homebot to your cell phone home screen; Use Homebot just like an App!

Written by Homebot
Updated over a week ago

Bookmark Homebot to your Cell Phone Home Screen :: Android Devices

Learn how to add Homebot to your cell phone home screen; Use Homebot just like an App!

Written by Homebot
Updated over a week ago

Bookmark your Personalized Lead Capture Page (aka Invite URL) to your Phone Home Screen

Learn how to quickly access your personalized lead capture/sign-up page from your phone or tablet to add new leads on the fly

Written by Homebot
Updated over a week ago

How to send a BombBomb video email straight from Homebot

Learn how to create and send personalized BombBomb videos to your clients in conjunction with their Homebot Digest

Written by Homebot
Updated over a week ago

How to turn on BombBomb

Learn how to turn on your BombBomb Power Up to maximize engagement on reports.

Written by Homebot
Updated over a week ago

How to customize your Homebot with Power Ups

Learn how to turn on your POWER UPs and discover great practices for implementing them into your workflow!

Written by Homebot
Updated over a week ago

How to Manage Your Profile & Settings

This article will teach you how to navigate your profile and settings like a pro!

Written by Homebot
Updated over a week ago

How do I change my digest settings?

Learn how to update and turn on/off the digest features.

Written by Homebot
Updated over a week ago

How do I edit my profile?

Learn how to edit your profile

Written by Homebot
Updated over a week ago

How do I upload a profile photo?

Learn how to personalize your profile by adding a photo

Written by Homebot
Updated over a week ago

Where do I go to change my company information?

Change in brokerage or address? Have Homebot change your information!

Written by Homebot
Updated over a week ago

How do I update my billing info?

Learn how to manage your billing information

Written by Homebot
Updated over a week ago

Where does the home value estimation come from?

Understanding the home value estimation

Written by Homebot
Updated over a week ago

Where is the buyer's agent? What if the buyer's agent displayed is incorrect?

Understanding the buyers agent information

Written by Homebot
Updated over a week ago

Where does the market data come from?

Written by Homebot
Updated over a week ago

Where do the interest rates come from?

Understanding our refinancing rates information

Written by Homebot
Updated over a week ago

What do the activity feed stats mean?

Understanding your Activity Feed metrics

Written by Homebot
Updated over a week ago

How to manage new leads

Learn how to manage your new Homebot leads

Written by Homebot
Updated over a week ago

How do I add a client?

Learn how to add new clients into your portal

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!

Written by Homebot
Updated over a week ago

I've added my clients, what happens next?

Learn what happens after you add your clients.

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.

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!

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

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

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!

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

Written by Homebot
Updated over a week ago

How to manage inactive clients

Best practices for managing your unengaged homeowners

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!

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!

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

Written by Homebot
Updated over a week ago

How do I unsubscribe a client?

Learn how to unsubscribe and resubscribe a client

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.

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

Written by Homebot
Updated over a week ago

How to bulk delete clients

Learn how to easily remove unsubscribed users in bulk

Written by Homebot
Updated over a week ago

How to edit a client's information

Learn how to update a homeowner and buyers information

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

Written by Homebot
Updated over a week ago

How to edit home facts

Learn how to update the client's

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

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

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

Written by Homebot
Updated over a week ago

How to add a loan

Learn how to add a clients mortgage to their digests

Written by Homebot
Updated over a week ago

How to edit a loan

Learn how to update a clients loan information

Written by Homebot
Updated over a week ago

How to delete a loan

Learn how to remove a clients loan

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

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 does Homebot work in non-disclosure states?

Learn how non-disclosure states work and how to manage your clients

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.

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.

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.

Written by Homebot
Updated over a week ago

How do I edit my welcome email?

Looking to personalize your welcome email? Learn how here!

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

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

Written by Homebot
Updated over a week ago

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

Digest scheduling and delivery

Written by Homebot
Updated over a week ago

Module Overview: Short-term rental

Learn more about the short-term rental income simulator here.

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

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!

Written by Homebot
Updated over a week ago

Module Overview: Refinancing & Principal vs. Interest

Learn about the power of our refinancing module

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.

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

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

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.

Written by Customer-Success
Updated over a week ago

How to edit a buyers profile

Learn how to edit and update your buyers profile information

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.

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.

Written by Homebot
Updated over a week ago

Buyers from your clients point of view

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.

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

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

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!

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

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

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

Written by Homebot
Updated over a week ago

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

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

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

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.

Written by Homebot
Updated over a week ago

How do I access Homebot for Buyers?

Accessing Homebot for Buyers feature

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

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?

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

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

Written by Homebot
Updated over a week ago

How do I add a buyer?

Learn how to add a potential home buyer

Written by Homebot
Updated over a week ago