For Real Estate Agents

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

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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!
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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.
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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.
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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.
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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!
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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.
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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
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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.
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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.
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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.
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Written by Homebot
Updated over a week ago

Do I need a lender?

Learn why working with a Lender is in your best interest
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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!
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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.
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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.
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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.
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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
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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.
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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!
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Written by Homebot
Updated over a week ago