For Real Estate Agents

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

21 articles in this collection
Written by Homebot and Customer-Success

Learn Homebot

Agent Workshop: Adding and Managing Clients in Homebot

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

Written by Homebot
Updated over a week ago

How to Transition your Account from Black Knight to Homebot Direct

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

Written by Customer-Success
Updated this week

Agent Workshop: Getting Started on Homebot

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

Written by Homebot
Updated over a week ago

Understanding the Digest

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

Written by Homebot
Updated over a week ago

Agents Workshop: Creating Scripts for Video Manager

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

Written by Homebot
Updated over a week ago

Agent Workshop: Creating Clients for Life w/ Buyers

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

Written by Homebot
Updated over a week ago

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

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

Written by Homebot
Updated over a week ago

Agent Workshop: Ultimate Guide to Prospecting

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

Written by Homebot
Updated over a week ago

Lender Partnership

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

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

Written by Homebot
Updated over a week ago

Agent Workshop: Benefits of Lender Co-Sponsorship

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

Written by Homebot
Updated over a week ago

Do I need a lender?

Learn why working with a Lender is in your best interest

Written by Homebot
Updated over a week ago

How to Find a Lender Co-Sponsor on Homebot

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

Written by Homebot
Updated over a week ago

How to Create a Lender Co-Sponsor Intro Video

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

Written by Homebot
Updated over a week ago

How to Work with Your Lender Co-Sponsor on Homebot

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

Written by Homebot
Updated over a week ago

How to secure a Lender Co-Sponsor

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

Written by Homebot
Updated over a week ago

How to Share a Client Digest with Your Partners

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

Written by Homebot
Updated over a week ago

How to Upgrade to a Paid Plan from Freemium

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

Written by Homebot
Updated over a week ago

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

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

Written by Homebot
Updated over a week ago

Leveraging Homebot Tools

How to Customize Your Homebot

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

Written by Homebot
Updated over a week ago

Using Homebot at Open Houses

Written by Homebot
Updated over a week ago

How to turn on the Custom Home Search

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

Written by Homebot
Updated over a week ago