--- title: Homebot Learning Center for Lenders description: Resources for lenders using Homebot. --- ## Homebot [![Homebot logo](https://offers.homebot.ai/hs-fs/hubfs/New%20Brand_2026/Homebot%20logo.jpg?width=2824&height=1152&name=Homebot%20logo.jpg "Homebot logo")](http://homebot.ai) # Homebot Learning Center for Lenders If you are not yet a Homebot user, [click here to schedule a 1:1 demo](https://homebot.ai/demo)! # A Complete Lender's Guide to Homebot ## Have you joined our community? [Click here to sign up! ](https://homebot.bettermode.io/) [Content Title](https://offers.homebot.ai/homebot-learning-center-for-lenders#) Description < Previous page Next page > --- [![play video icon without text-1](https://offers.homebot.ai/hs-fs/hubfs/AI-Generated%20Media/Images/play%20video%20icon%20without%20text-1.png?width=1024&name=play%20video%20icon%20without%20text-1.png "play video icon without text-1")](https://help.homebotapp.com/en/collections/2463600-getting-started#start-here) #### [Getting Started](https://help.homebotapp.com/en/collections/11319574-getting-started-guides-best-practices) New to Homebot? Learn how to set your account up and get clients added. [![paper-plane.png](https://cdn2.hubspot.net/hub/2500081/hubfs/Apollo/Icons/paper-plane.png?width=512&name=paper-plane.png "paper-plane.png")](https://training.homebot.ai/best-practices-lenders?hsLang=en-us) #### [Best Practices](https://homebot.ai/trainings-workshops/getting-started-on-homebot-for-loan-officers) Ready to make the most of Homebot? Discover top producers Homebot hacks. [![person icon](https://offers.homebot.ai/hs-fs/hubfs/AI-Generated%20Media/Images/person%20icon.png?width=1024&name=person%20icon.png "person icon")](https://help.homebotapp.com/en/collections/2463609-managing-clients) #### [Add ](https://help.homebotapp.com/en/collections/2463609-adding-clients-prospects)Clients Add clients in bulk using a spreadsheet or one at a time.  [![handshake](https://offers.homebot.ai/hs-fs/hubfs/New%20Brand_2026/handshake.png?width=195&name=handshake.png "handshake")](https://offers.homebot.ai/sponsor-agents-on-homebot?hsLang=en-us) #### [Agent Sponsorship](https://offers.homebot.ai/agent-pitch-kit?hsLang=en-us) Partner with agents to expand your reach. Check out our agent pitch kit for more information!  [![presentation icon](https://offers.homebot.ai/hs-fs/hubfs/AI-Generated%20Media/Images/presentation%20icon.png?width=1024&name=presentation%20icon.png "presentation icon")](https://help.homebotapp.com/en/articles/3669646-how-to-customize-your-homebot-with-power-ups) #### [Integrations + Tools](https://help.homebotapp.com/en/collections/2463600-account-management-customization#faq) Power up your Homebot by integrating it with some of your favorite tools + discover new ones. [![Group 25](https://offers.homebot.ai/hs-fs/hubfs/New%20Brand_2026/Group%2025.png?width=260&name=Group%2025.png "Group 25")](https://help.homebotapp.com/en/collections/2463600-getting-started#faq) #### [Account](https://help.homebotapp.com/en/collections/2463600-getting-started#faq) Management Need to update your account? Learn how to manage your account settings and subscription. --- # Need additional support? Send us a chat. Our dedicated support and training team is available Monday - Friday from 9am - 5pm MST.  - Email us at support@homebot.ai - Give us a call at 720-477-4744 ## Watch short onboarding and best practices videos below! ![Video Thumbnail](https://embed-ssl.wistia.com/deliveries/ebb8830cf7ce0a24a011b83a4d2e1f30/file..jpg?image_crop_resized=1920x1080)     # ![Video Tutorials & Overviews](https://embed-ssl.wistia.com/deliveries/bdfff45ad02713f00b7c859224ca84a0.png) Learn all things Homebot, from getting your account setup to leveraging Homebot for hot leads!   Play     ## BEST PRACTICES [![](https://fast.wistia.net/embed/medias/snt4ccu1ql/thumbnail-320.webp)         44 MIN ### Becoming the Go-to Lender with Homebot   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=snt4ccu1ql) [![](https://fast.wistia.net/embed/medias/6bwhtg4jo2/thumbnail-320.webp)         32 MIN ### Best Practices for Getting Started   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=6bwhtg4jo2) [![](https://fast.wistia.net/embed/medias/mvrv05aty5/thumbnail-320.webp)         19 MIN ### Creating Clients for Life with Homebot for Buyers   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=mvrv05aty5) [  ### The Ultimate Guide to Prospecting   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=31eo7nzvob) [  ### How to Land Agent Partners   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=xo6m8n21qp) [  ### Creating Scripts for Video Manager   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=u1ntvqn4m0) [  ### How to leverage the BombBomb Integration   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=wevncwvwit) [  ### How to leverage the Mortgage Coach integration   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=ztn8y8nrtw) [  ### Why you should sponsor agents   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=ipborvulfp) [  ### Homebot Mortgage Coach Integration   ](https://5690529.hubspotpreview-na1.com/_hcms/preview/content/28777273662?_preview=true&benderPackage=InpageEditorUI&cacheBust=1784060906762&cssPath=bundles%2Fapp.css&inpageEditorUI=true&localAssets=false&portalId=5690529&preview_key=lxBFPIfj&scriptPath=bundles%2Fapp.js&staticVersion=static-1.85919&preview_theme=true&env=prod&injectedScripts%5B0%5D=hubspot-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-2.1854&injectedScripts%5B1%5D=react-dlb%2Cbundle.production.js%2Cfalse%2Cstatic-1.81&hsSmartContentDefault=true&hsEditorApp=page&buffer_theme=true&wchannelid=0yi7wv65lu&wmediaid=rs7axt32i6)   ## Popular Help Articles - - - [Learn how top producers are using Homebot](https://drive.google.com/uc?export=download&id=1AHCG78TfmJx0PCKDYjb9sAin007m_2uK) - [How to get started on Homebot](https://help.homebotapp.com/en/articles/3972046-how-to-get-started-on-homebot) - [Understanding the digest](https://help.homebotapp.com/en/articles/3975961-understanding-the-digest) - [How to add your clients](https://help.homebotapp.com/en/articles/2222667-how-do-i-add-a-client) - [How to transfer your clients in bulk](http://help.homebotapp.com/en/articles/3854760-how-to-upload-your-clients) - [How the automated emails work and what to expect](https://help.homebotapp.com/en/articles/3854365-i-ve-added-my-clients-what-happens-next) - [How to gain leads with Homebot](https://admin.homebotapp.com/share/learn) - [How to find & turn on Customize tools](https://help.homebotapp.com/en/articles/3669646-how-to-customize-your-homebot-with-power-ups) - [Using Buyers for Prospects](https://help.homebotapp.com/en/articles/3727231-homebot-for-buyers-video-walkthrough) - **[How to manage your profile settings](https://help.homebotapp.com/en/articles/3679352-how-to-manage-your-profile-settings)** ## Downloadable Assets - - - [Door hanger templates](https://www.canva.com/design/DAD8oZhb2lU/0kpBGXIlEcql_ovZ6Y8TpQ/view?utm_content=DAD8oZhb2lU&utm_campaign=designshare&utm_medium=link&utm_source=sharebutton&mode=preview) - [Postcard templates](https://www.canva.com/design/DAGEeRpCemI/wIbIZVTYj4TPWlpHsLHz1g/view?utm_content=DAGEeRpCemI&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview) - [Facebook templates: Agent Events](https://www.canva.com/design/DAExvAJAOYM/gDZwi1N7nQ_6jtlPaSKpNA/view?utm_content=DAExvAJAOYM&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview) - [Instagram templates: Agent Events](https://www.canva.com/design/DAETDWd_jxE/_E5KBuOB6Mt7QeW-YTEihw/view?utm_content=DAETDWd_jxE&utm_campaign=designshare&utm_medium=link&utm_source=sharebutton&mode=preview) - [Why Co-sponsor Real Estate Agents?](https://hubs.ly/H0qlsJb0) - [Pitch Kit: Materials for Your Agent Partners](https://offers.homebot.ai/sponsor-agents-on-homebot?hsLang=en-us) - [Top 10 Homebot Hacks](https://offers.homebot.ai/hubfs/Top%2010%20Homebot%20Hacks%20-%202021.pdf?hsLang=en-us) - [Homebot for Homeowners](https://hubs.ly/H0qlr140) - [Homebot for Buyers](https://hubs.ly/H0qlr3w0)   ![](https://px.ads.linkedin.com/collect/?pid=947722&fmt=gif)