Homebot

Learn how to quickly and easily add a large database to your account.

How to Add Clients & Prospects in Bulk

Learn how to add clients and prospects one at a time as a single entry

How to Add Clients & Prospects Manually (one at a time)

Export Instructions by LOS and CRM Tool

Learn when the first report is sent and when they auto-send each month after.

What to Expect After Adding Clients

Learn how to add Spanish contacts to your account and update their preferences.

Homebot's Spanish language capabilities

If you use Arive as your LOS, you can export your pipeline as a .csv and upload it to Homebot.

Export a Pipeline Report from Arive to Import Into Homebot

Erica McGarvey

Nawaal Immerfall

Lou Wendelstedt

Learn how to introduce Homebot, add clients, and more. 

Adding Clients & Managing Your Database

Learn how Homebot's weekly email helps you stay on top of your most engaged clients.

Weekly Leaderboard Email

How to search, sort, and filter your database

Learn how to change loan information, edit contact information, delete or remove a buyer, and assign a real estate agent.

How to Manage Buyer Profiles

Learn how to update a clients home value, edit home address, delete or remove a homeowner, and more

How to Manage Homeowner Profiles

Learn how to find clients with email issues, what each status means, how to re-engage them, and how to delete them from your account.

Managing Clients with Email Issues

Learn how to request an export of your Homebot client database, what's included in the export, and what to expect.

How to Export Your Database

Learn how to complete a pre-qual request or delete the client from the pre-qualification request list

How to Handle Pre-qual Requests

Learn how to manage and leverage CMA requests, how to assign a CMA to a realtor, and how to delete a client from the CMA request list.

How to Handle CMA Requests

How do I preview a client's Homebot?

How to Delete Clients

Can you tell me the last date I added clients to my database?

How to Find Your Last Client Import Date

How to view clients who are "cold" or disengaged

What happens if my client purchases a home?

Learn how to update the value of a home by updating the CMA

How to Change the Estimated Home Value

Explains what the Client Closings module on the CEP dashboard shows, who can see it, what counts as a closing, and the most common reasons a closing count is zero,…

Client Closings Module

Learn how to update or delete client info, sort your database, and more.

Database Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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