Homebot for Homeowners & Buyers

Use your "Activity" dashboard to understand Client Engagement

Find new opportunities by monitoring your "Activity" feed

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Where does the home value estimation come from?

Understanding the home value estimation

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Where do the interest rates come from?

Understanding our refinancing rates information

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Where does the market data come from?

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Module Overview: Tune Your Value

Understand how homeowners have the power to adjust their home value, followed by a formal CMA request if they so choose.

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Module Overview: Principal Payments

Learn about the power of making additional principal payments through this quick explainer video.

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Module Overview: Home Insurance

Learn more about how the home insurance module works to alert your clients to possible renewals and their options.

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Module Overview: Mortgage Insurance

Learn how our mortgage insurance module can help you clients know when to refi and get rid of pesky mortgage insurance

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Module Overview: Refinancing & Principal vs. Interest

Learn about the power of our refinancing module

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Module Overview: Purchasing Power

Learn about the purchasing power module: Buying an investment property or trading up to a new home

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Module Overview: Equity Explorer

Learn about the look and feel of the purchasing power and equity explorer modules

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Module Overview: Reverse Mortgage

Increase your business by enabling our new "Reverse Mortgage" module. Learn how it works and why it's beneficial!

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Module Overview: Short-term rental

Learn more about the short-term rental income simulator here.

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Homebot for Buyers Overview

Learn all about the monthly buying report and market explorer + find step-by-step tutorials and best practices.

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Understanding the Buying Report

Deep dive into the buying report features and tools your clients are receiving.

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Using Video Email for Buyers

Curious have leveraging video email for engaging your buyers, learn more here.

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How to create engaged buyers

In this article, learn how to leverage Homebot tools to keep your buyers engaged from the start!

Written by Customer-Success
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Navigating the Market Explorer Tool

Learn all the features available from market explorer and how your clients can leverage to understand their market and take action.

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Buyers from your clients point of view

In this article, learn all about your buyers onboarding and Homebot for Buyers experience.

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How to add multiple markets to your buyers Market Report

Learn how you and your client can add various zip codes to the monthly Market Report

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How does a homeowner become a buyer?

Learn how homeowners can become buyers on Homebot

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Why the automated "Welcome Email" is so important & how to manage it

Learn all about the welcome email and how to customize it, turn it off, and more.

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How often are digests sent out? Are they automatically sent?

Digest scheduling and delivery

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How do I turn monthly digest auto-send ON and OFF?

Learn how to turn on/off monthly digests

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When will my digests go out?

Recently uploaded new clients, learn when you can expect the digests to start sending

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How will a buyer be migrated to my homeowner side once they purchase a home?

Learn what to do when your buyer makes a purchase

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How do I change my digest settings?

Learn how to update and turn on/off the digest features.

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What to do when a client requests a CMA

Learn the steps to take when a client has requested to verify their Home Value

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Where is the buyer's agent? What if the buyer's agent displayed is incorrect?

Understanding the buyers agent information

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What do the activity feed stats mean?

Understanding your Activity Feed metrics

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How to add a pre-qual to your buyer leads

Learn how to add pre-qualification information for your buyers

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How do I access Homebot for Buyers?

Accessing Homebot for Buyers feature

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How much does Homebot for Buyers Cost?

Learn which subscription you need to access Homebot for Buyers

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How often are market reports sent out? Are market reports sent automatically or do I need to send them myself?

Learn about the automated market reports emailing cadence

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How do I turn monthly report auto-send ON and OFF for my buyers?

Learn how to turn on and off your market report and welcome email settings

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I've added my prospect to Buyers, now what?

Learn what happens after you added in your buyers

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How do I send automated emails in Spanish?

Have a Spanish speaking client? No problem! Learn how to customize their digest and send it in Spanish.

Written by Homebot
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How do I send a Welcome Email in Spanish?

Learn how to set up your Spanish speaking clients to receive emails in Spanish

Written by Homebot
Updated over a week ago