Homebot for Homeowners & Buyers

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 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

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

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

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