Homebot

Learn everything you need to know to start leveraging Homebot today.

Workshop: Getting Started on Homebot

Learn how to jump start your Homebot experience.

In this article, watch a brief video walking you through getting started on Homebot. Below the video, you'll find step-by-step tutorials:

In this article, get a better understanding of the digest and buyers report

Learn how to add your clients, manage their profile information, and how to manage email issues.

Are you using Homebot as a team? Learn the best way to create & manage your team account in this article.

This article will teach you how to navigate your profile and settings like a pro!

Have questions about the Homeowner Digest flow? Learn everything you need to know here.

Learn all the best ways to customize your Homebot

Learn how to add your personalized message in the disclaimer section on Homebot reports.

Learn where your monthly invoices are coming from and how to ensure they don't end up in spam.

Understand why you may be charged sales tax, which states are impacted, and what to expect.

Learn how to allow authorized parties to access your account.

Learn how to login using a password instead of email link

Learn how to change your company and office information, plus additional customization for your clients

Learn how to find and update your profile information.

Learn how to add a photo to ensure every outgoing report shows your face!

Learn how to manage your billing information

Curious what our copy is for the automated welcome email? Read it here.

Looking to personalize your welcome email? Learn how here!

Learn how non-disclosure states work and how to manage your clients.

Find answers and get help from Intercom Support and Community Experts