Homebot Help Center
Go to Homebot[email protected] | 720.432.1115 | 8am-6pm MST Mon - Fri
Go to Homebot[email protected] | 720.432.1115 | 8am-6pm MST Mon - Fri
All Collections
Managing Clients
Managing Clients
Learn how to add, edit, delete and manage your clients.
Homebot avatar
By Homebot1 author31 articles

Adding & Importing Clients


How to Add a Client
How to Upload Your Clients
How to Add Buyers into Homebot

Managing Client Data


How to Edit a Homeowners Information
How to Use the Activity Dashboard to Understand Client Engagement
Understanding Motivated Client Alerts in the Activity Feed and Leaderboard email
How to Edit a Buyer's Profile
How to Add Multiple Homes to a Client
How to Update a Client's Address
How to Edit a Client's Home Value
How Do I Add Notes to A Client's Profile?
What the Activity Tags Mean
How Homeowners Become Buyers
How to Delete Clients in Bulk

Managing Loan Information


How to Update Loan Information

Best Practices


How to Leverage CMAs
How to Leverage Inbound Emails From Your Clients' Digest
How to Farm Buyers for Leads
How to Manage Inactive Clients
How to Turn Your Issues Tab Into a Call List
How to Farm Homeowners for Leads

FAQ


Can I Export My Data From My LOS or CRM Tool?
I've Added My Clients. What Happens Next?
How Client Capacity Works
What Happens If a Buyer Becomes a Homeowner?
How Do I Unsubscribe Someone From the Buyers' Report?
How Do I Unsubscribe a Client?
How Do I Add a Co-Borrower to An Existing Home?
How Clients Send You Messages Through Homebot
How Do I Find Out Which Clients Have Unsubscribed From The Email Services?
How Do I Delete a Client?
Homebot Help Center
  • Facebook
  • LinkedIn
[email protected] | 720.432.1115 | 8am-6pm MST Mon - Fri