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Homebot for Homeowners & Buyers
Homebot for Homeowners & Buyers
Learn more about each feature in Homebot for Homeowners & Buyers + an FAQ
43 articles in this collection
Written by
Homebot,
Customer-Success,
and
Talya Reynolds
Use your "Activity" dashboard to understand Client Engagement
Find new opportunities by monitoring your "Activity" feed
Written by
Homebot
Updated over a week ago
Activity Feed: How it words
Learn about the improvements we've made to the activity feed here.
Written by
Homebot
Updated yesterday
What's Important Now section
Learn all about each possible scenario in the What's Important Now section & how they work
Written by
Talya Reynolds
Updated yesterday
Introducing the Your Market monthly email
We've done some testing and the results were fantastic! Learn all about our new monthly homeowners email about their market temperature.
Written by
Homebot
Updated yesterday
Market temperature notification on digest
Learn more about this feature helps the homeowner understand the current market for selling their home.
Written by
Homebot
Updated yesterday
Where the data comes from
Where does the home value estimation come from?
Understanding the home value estimation
Written by
Homebot
Updated over a week ago
Where do the interest rates come from?
Understanding our refinancing rates information
Written by
Homebot
Updated over a week ago
Where does the market data come from?
Written by
Homebot
Updated over a week ago
Homebot for Homeowners
What is the Equity Smart Search Calculator?
Are you receiving emails asking about the equity smart search calculator? Learn more here.
Written by
Homebot
Updated over a week ago
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.
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.
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.
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
Written by
Homebot
Updated over a week ago
Module Overview: Refinancing & Principal vs. Interest
Learn about the power of our refinancing module
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
Written by
Homebot
Updated over a week ago
Module Overview: Equity Explorer
Learn how the equity explorer module works, leverage it for cash-out refis, and use the opportunities to build a referral network.
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!
Written by
Homebot
Updated over a week ago
Module Overview: Short-term rental
Learn more about the short-term rental income simulator here.
Written by
Homebot
Updated over a week ago
Homebot for Buyers
How to leverage buyer data & discover outreach opportunities
Learn how to use your client data to create clients for life!
Written by
Homebot
Updated this week
Creating Clients for Life with Buyers
Learn how Homebot for Buyers helps you maintain your clients for life with this in-depth video & step-by-step tutorial.
Written by
Homebot
Updated over a week ago
Homebot for Buyers Overview
Learn all about the monthly buying report and market explorer + find step-by-step tutorials and best practices.
Written by
Homebot
Updated over a week ago
Understanding the Buying Report
Deep dive into the buying report features and tools your clients are receiving.
Written by
Homebot
Updated over a week ago
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.
Written by
Homebot
Updated over a week ago
Buyers from your clients point of view
In this article, learn all about your buyers onboarding and Homebot for Buyers experience.
Written by
Homebot
Updated over a week ago
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
Written by
Homebot
Updated over a week ago
FAQ
How does a homeowner become a buyer?
Learn how homeowners can become buyers on Homebot
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.
Written by
Homebot
Updated over a week ago
How often are digests sent out? Are they automatically sent?
Digest scheduling and delivery
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
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
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
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.
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
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
Written by
Homebot
Updated over a week ago
What do the activity feed stats mean?
Understanding your Activity Feed metrics
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
Written by
Homebot
Updated over a week ago
How do I access Homebot for Buyers?
Accessing Homebot for Buyers feature
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
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
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
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
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.
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
Written by
Homebot
Updated over a week ago