I already have a subscription to Homebot, can I transfer my account to Windermere’s plan?

Yes, and you’ll save money by doing so! Just reach out to homebot@windermere.com with the email address for your account to get set up.

Can I customize the look the Homebot dashboard and Home Digest?

You can customize with own headshot and welcome message, but the layout and design is hardcoded and cannot be changed.

Can I upload my contact list from Moxi Engage into Homebot?

Yes. Here is the process for exporting contacts from Engage:

• From the Engage dashboard, select My People
• Select contacts to activate the Export function. You can choose as many groups or filters to get the exact selection of contacts you want to export. You can also clear all filters and Select all to export all contacts in your database.
• When all desired contacts are chosen, select Export to export contacts to a CSV file.
• Rename the file to include your own name

Once you have your list ready, email it to the Homebot team and they will prepare and upload your contacts into your account. Please allow at least 5 business days for your contacts to be accessible.