Live training for loan officers · Nov 30 to Dec 4

Your Q1 head startBuild your 2027 pipeline in one week

While everyone else waits for January, you’ll build the plan. Four live sessions, one piece of your pipeline each day, then Friday office hours for 1:1 help, so you start the year with leads coming in, a call list ready, buyers engaged, and an agent partner on board.

Every day at 10am MST 45 minutes, live Free for customers and prospects New to Homebot? Attendees get a promo code

Save your seat for the whole week

One registration covers all four sessions and Friday office hours. New to Homebot? Attendees get a promo code to get started.

HubSpot registration form goes hereFirst name, last name, business email

Sessions are live at 10am MST, November 30 through December 4.

The week

Build it in December. Close it in 2027.

Each day pairs a skill that wins business in any market with the Homebot tools that make it faster. New to Homebot? You’ll see it working on a real database.

Mon
Nov 30
10am MST · 45 min
Day 1: Attract

Start the conversation

January is when homeowners rethink their finances. Be the first useful thing in their inbox, with an introduction your past clients will actually thank you for.

What you’ll learn

  • Position your outreach as a gift, not a pitch
  • Reconnect with past clients you’ve lost touch with
  • Turn monthly engagement into referral asks

How Homebot helps

  • The monthly Home Digest keeps you top of mind
  • Landing pages turn homeowners and buyers into leads
  • HomebotAI drafts intros in your voice for email, social, and in person

You leave with sign-up language you can send before the holidays.

Tue
Dec 1
10am MST · 45 min
Day 2: Prospect

Go outbound

Your first 2027 deal is probably already in your database. The hard part is knowing who to call first. Leave knowing exactly that, before January 2.

What you’ll learn

  • Prioritize your database by real opportunity
  • Re-engage clients you haven’t talked to lately
  • Build a weekly outbound habit that sticks

How Homebot helps

  • HomebotAI ranks your top opportunities and explains why
  • Filters for clients who are browsing homes or have gone quiet
  • Drafts texts in your voice with ZIP-level market talking points
  • Shows the repeat deals that walked out the door last year

You leave with a 20-minute weekly routine and your first call list of 2027.

Wed
Dec 2
10am MST · 45 min
Day 3: Convert

Win the buyer

Spring buyers start scrolling in January. The question is whether they’re doing it with you or with a portal.

What you’ll learn

  • Stay part of the search from pre-approval to close
  • Help buyers understand what they can afford, early
  • Spot who’s getting serious and follow up on time

How Homebot helps

  • Home Search puts your financial insights on every listing
  • Calculators help buyers see what they can afford
  • Favoriting signals show who’s ready to move
  • The mobile app keeps you in the search on the go

You leave with a plan to get every active buyer into Home Search before spring.

Thu
Dec 3
10am MST · 45 min
Day 4: Multiply

Partner up

Agents are setting their 2027 plans right now too. Show up with shared clients and real data, not another coffee invite.

What you’ll learn

  • Find agents who fit your market and style
  • Pitch a partnership that benefits both sides
  • Keep referral relationships active all year

How Homebot helps

  • Partner Intel finds agents by production, market, and fit
  • Co-sponsorship gives agents a reason to say yes
  • Preferred agents send your clients to trusted partners
  • HomebotAI ranks co-sponsorship prospects and drafts talking points

You leave with one agent to call and a reason worth their time.

Fri
Dec 4
10am MST · drop in
Day 5: Office hours

Get 1:1 help in your account

Bring your questions and your login. Work through anything from the week with a Homebot expert, right inside your own account, so it’s set up and running before the holidays.

What you’ll learn

  • How to set up this week’s plays for your own database
  • Answers specific to your market, clients, and partners
  • What to do your first week back in January

How Homebot helps

  • 1:1 time with a Homebot expert
  • Live walkthroughs of your landing pages, HomebotAI, Home Search, and Partner Intel
  • New to Homebot? See a walkthrough built around your market

You leave with your 2027 pipeline set up in your account and ready for January.

Who it’s for

Built for loan officers getting ready for 2027

Already using Homebot

Get more out of the tools you already have, and use Friday office hours to get it all set up in your account.

New to Homebot

See what Homebot finds in a database like yours, live, and how loan officers turn it into steady business.

Join any session and get an attendee-only promo code to start your 2027 with Homebot.

Start 2027 a month ahead

Four live sessions plus Friday office hours. November 30 to December 4.

Save my seat

Working with agent partners? Their series runs the following week, December 7 to 10.

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