Homebot

Start here to set up your account, customize it, send yourself a report, and add some clients.

Quick Start: 8 Easy Steps to Set Up Your Account for Success!

Answers to the most common questions from Homebot users — covering billing, login, client management, exports, home valuations, co-sponsors, integrations, and more.

Homebot Best Practices

Find scripts and tips for boosting client engagement

Playbook: 90 Day Outreach

Learn what enterprise account admins can manage in Homebot — loan officers, offices, company settings, and branding — and how Company Admin access differs.

Enterprise Admin Tools & Permissions

Learn how to add agent profiles, transfer clients, impersonate agents, and more.

The Agent Team Plan

This article provides a brief overview of how Homebot works, along with links to additional resources for more information.

What is Homebot? A Brief Overview of How Homebot Works

How to Introduce Homebot to Clients and Prospects (see: How to Introduce Homebot)

Erica McGarvey

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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