Homebot positions you as the go-to advisor your clients can rely on to make informed home finance decisions. Loan officers, like you, are using Homebot to generate business by engaging their entire client-base every month with valuable home finance insights, as well as helping prospective homebuyers explore markets.

Overview Video

Logging into Homebot

You can login to Homebot by visiting https://admin.homebotapp.com

Be sure to bookmark this webpage!

About Homebot

Homebot targets two types of customers. Homeowners and Active Homebuyers.

First let’s talk about Homeowners.

  • When signed up with Homebot, every loan you close with SWBC is automatically sent over to your Homebot account, where the client receives a monthly Home Digest that is branded to you.

  • The Homebot Digest is designed to educate your clients on their equity. Through empowering your homeowners, they'll be able to make informed decisions and utilize you as their trusted expert to guide them. Each module is designed with a clear call to action and sends all inquiries to you directly.

    First things first, have you sent yourself a digest with your own home? It's the best way to get firsthand insight into the value of the Digest. Simply use our demo account to see it for yourself.

    Click here to add your Home to Homebot to see what a Home Digest looks like

  • For any clients who did not close their loan with SWBC, you can invite them to signup with an account using your Homeowner Personal URL (or PURL).

Next, let’s talk about Active Homebuyers.

  • Homebot for Buyers is a fun tool to educate your clients who are currently renting and don't own a home, and clients who are homeowners looking to buy a new or additional property.

  • This interactive investor-grade experience is sent automatically to your Buyer clients each month with content about:

    Market conditions and neighborhood filters for where they're house hunting

    Realistic expectations about a move timeline, property costs, and home details

    What's an affordable price point at current interest rates

    Plus, your clients will see your brand details throughout their Buyer experience, and they have easy ways to send you a direct message with a question or purchase loan opportunity.

    Setting up your prospects to receive Homebot for Buyers is a terrific way to send them personalized, relevant content for their homeownership journey from the start of their home search.

Homebot Resources

Getting Started

Learn how to jump start your Homebot experience.

Managing Clients

Learn how to add, edit, delete and manage your clients.

Tools & Integrations

Learn how to leverage and turn on Homebot POWER UPS

Tips for Loan Officers

Discover tips, tutorials and FAQs for making the most of Homebot

Monthly pricing

Homebot is $150 per month. This cost includes 5 agent co-sponsorships. The monthly cost for additional agent co-sponsorships is an extra $10 per month, per agent.

Homebot Data

Your SWBC Mortgage loan data is automatically sent to Homebot. You can also invite anyone to Homebot by sharing one of your landing pages.

Check it Out Yourself!

Want to see what your clients will receive each month?

Click here to sign-up as a client with our demo marketing account.

Want to see what your prospective buyers will receive?

Click here to sign-up as a client with our demo marketing account.

Homebot for Homeowners & Buyers

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

Troubleshooting

Having trouble? Find help here!

Turn Leads into Transactions

Ready to dig into your client activity? Leverage Homebot’s insights to quickly find hot lead