HOMEBOT SETUP
Homebot is included free with your Windermere Suite. It automatically tracks your clients' home value, equity, and refinance opportunities — keeping you top of mind with a branded monthly report.
Why bother?
Homebot emails get an average 65%+ open rate. Your clients see a report branded to you every month, so when they're ready to refi, remodel, rent, or upgrade — they come to you first. This is a Windermere tool you're already paying for through your Suite fee. Use it.
1
Read the flyer & FAQ
Quick overview of what Homebot does plus the most common migration and setup questions answered.
Agent Flyer (PDF)
FAQ (PDF)
2
Fill out the client data template
Download the Excel sheet and fill in your client list — names, emails, and property addresses. This is what Homebot will use to start sending automated reports branded to you.
Download Excel Template
3
Submit it through Windermere Help
Log in to your Windermere account and submit a help ticket with the completed sheet attached. They'll get you set up and your first reports going out.
Go to Windermere Help ›
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