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Getting Started (All users)

Getting Started (All users)

Useful help articles to get you started with Homebot

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14 articles in this collection
Written by Homebot

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 this week
Accessing Your Account

How do I log in? What’s my password?

Having trouble logging in?
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Written by Homebot
Updated this week

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

Learn how to login using a password instead of email link
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Written by Homebot
Updated this week

Can my assistant log in to manage my account?

Learn how to allow authorized parties to access your account
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Written by Homebot
Updated this week
Profile Settings

How do I edit my profile?

Learn how to edit your profile
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Written by Homebot
Updated this week

How do I upload a profile photo?

Learn how to personalize your profile by adding a photo
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Written by Homebot
Updated this week
Digests

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 this week

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

Digest scheduling and delivery
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Written by Homebot
Updated this week
Understanding the values & information

Where does the home value estimation come from?

Understanding the home value estimation
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Written by Homebot
Updated this week

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

Understanding the buyers agent information
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Written by Homebot
Updated this week

Where does the market data come from?

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Written by Homebot
Updated this week

Where do the interest rates come from?

Understanding our refinancing rates information
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Written by Homebot
Updated this week
Managing Clients

How do I add a client?

Learn how to add new clients into your portal
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Written by Homebot
Updated this week

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 this week