Homebot

Sign up for free, weekly trainings to maximize your Homebot account.

Agent Workshop Series

Customer-Success

Chris Johnson

Discover tips, tutorials and FAQs for making the most of Homebot

For Real Estate Agents

Learn how to add clients in bulk or one at a time, manage notifications, leverage behavioral data, and start building your database!

Agent Workshop: Adding and Managing Clients in Homebot

In this article, we’ll walk you through the steps needed to transition your account to Homebot Direct.

How to Transition your Account from Black Knight to Homebot Direct

For Agents: Learn everything you need to know to start leveraging Homebot today.

Agent Workshop: Getting Started on Homebot

For Agents: Watch a brief home value report, and below it find everything you need to learn about this report.

Understanding the Digest

For Agents: Learn how to create quality videos that your clients will enjoy!

Agents Workshop: Creating Scripts for Video Manager

Learn how Homebot for Buyers helps you maintain your clients for life with this in-depth video.

Agent Workshop: Creating Clients for Life w/ Buyers

Real Estate Agents: Learn how to bulk-import clients to your Homebot account

Video Tutorial: Uploading Your Homeowner Data into Homebot (For Real Estate Agents)

Learn how Homebot helps you turn leads into transactions with this in-depth video.

Agent Workshop: Ultimate Guide to Prospecting

Learn Homebot

How to Use Homebot Home Search for Real Estate Agents

Learn how to complete a CMA after your Lender partner assigns it to you.

My Sponsoring Loan Officer Assigned Me a CMA. Now What?

Learn how top Agents use Homebot Co-Sponsorship to maximize client engagement and deliver their expertise at scale.

Agent Workshop: Benefits of Lender Co-Sponsorship

Learn why working with a Lender is in your best interest

Do I need a lender?

If you’re currently using Homebot as an Agent and have yet to partner with a Lender, this article is for you!

How to Find a Lender Co-Sponsor on Homebot

Learn how to create an intro video that stands out to potential Lender Co-Sponsors on Homebot.

How to Create a Lender Co-Sponsor Intro Video

If you’re considering or have partnered with a Lender on Homebot, learn what to expect and best practices for managing your relationship.

How to Work with Your Lender Co-Sponsor on Homebot

Learn how to secure a Lender and tap your network for possible partners.

How to secure a Lender Co-Sponsor

Learn how to share leads with your partnered lender in a few simple steps

How to Share a Client Digest with Your Partners

Learn the benefits and process to upgrade to a paid plan.

How to Upgrade to a Paid Plan from Freemium

Learn how to maximize your Homebot portal to work hard for you and your clients!

I was invited to Homebot Freemium by a lender, now what?

Lender Partnership

Real Estate Agents: Learn how to sync your tools with Homebot to create a more seamless user experience.

How to Customize Your Homebot

Using Homebot at Open Houses

Take one step further customizing your Homebot portal to level up your client experience by activating the Custom Listings Power Up