Homebot for Homeowners & Buyers

Learn more about each feature in Homebot for Homeowners & Buyers + an FAQ

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36 articles in this collection
Written by Homebot and Customer-Success
Homebot for Homeowners

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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Written by Customer-Success
Updated over a week ago

Module Overview: Principal Payments

Learn about the power of making additional principal payments through this quick explainer video.
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

Module Overview: Refinancing & Principal vs. Interest

Learn about the power of our refinancing module
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

Module Overview: Equity Explorer

Learn about the look and feel of the purchasing power and equity explorer modules
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

Module Overview: Short-term rental

Learn more about the short-term rental income simulator here.
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Written by Homebot
Updated over a week ago
FAQ

How does a homeowner become a buyer?

Learn how homeowners can become buyers on Homebot
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

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

Digest scheduling and delivery
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Written by Homebot
Updated over a week ago

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

Learn how to turn on/off monthly digests
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Written by Homebot
Updated over a week ago

When will my digests go out?

Recently uploaded new clients, learn when you can expect the digests to start sending
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

How do I change my digest settings?

Learn how to update and turn on/off the digest features.
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

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

Understanding the buyers agent information
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Written by Homebot
Updated over a week ago

What do the activity feed stats mean?

Understanding your Activity Feed metrics
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Written by Homebot
Updated over a week ago

How to add a pre-qual to your buyer leads

Learn how to add pre-qualification information for your buyers
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Written by Homebot
Updated over a week ago

How do I access Homebot for Buyers?

Accessing Homebot for Buyers feature
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Written by Homebot
Updated over a week ago

How much does Homebot for Buyers Cost?

Learn which subscription you need to access Homebot for Buyers
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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

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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Written by Homebot
Updated over a week ago

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

Learn what happens after you added in your buyers
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Written by Homebot
Updated over a week ago

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.
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Written by Homebot
Updated over a week ago

How do I send a Welcome Email in Spanish?

Learn how to set up your Spanish speaking clients to receive emails in Spanish
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Written by Homebot
Updated over a week ago