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For Real Estate Agents
For Real Estate Agents
Discover tips, tutorials and FAQs for making the most of Homebot
20 articles in this collection
Written by
Homebot
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
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