Welcome to the video archive of our bi-weekly coaching series—quick, 20-minute sessions designed to give you real-time strategies for connecting with past clients and referral partners. Each session breaks down the what, why, and how, with time for Q&A. Browse past recordings below, and don’t forget—activities tied to these sessions can earn you double points in the Challenge for Client Retention, Community Outreach, and networking.

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  • 5 Tips for Beginners.jpg
    10/29/21

    Homebot | Key Client List

    Learn how to harness Homebot’s Key Client Lists to build a laser‑focused call list. Stop digging through your CRM like it’s a haystack—find your hottest past clients and top prospects in seconds. Connect at exactly the right moment to close more loans without waiting on agent referrals