+
+

Related Products

  • Centrex Software
    18 Ratings
    Visit Website
  • Nexo
    16,505 Ratings
    Visit Website
  • Axe Credit Portal
    3 Ratings
    Visit Website
  • CREDITONLINE
    16 Ratings
    Visit Website
  • Mortgage Automator
    189 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • BoldTrail
    2,095 Ratings
    Visit Website
  • FreshBooks
    5,466 Ratings
    Visit Website

About

Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth. Homebot ensures you are the trusted advisor your clients can rely on to make informed decisions about the largest asset they may ever own, their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home.

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate agents and loan officers looking for a client-for-life portal

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Homebot
Founded: 2015
United States
homebot.ai/

Company Information

Strad Pro
United States
strad.com

Alternatives

Alternatives

BITA Risk

BITA Risk

corfinancial
myhomeIQ

myhomeIQ

SOA Labs
LenderHomePage

LenderHomePage

LenderHomePage.com
MoneyWare

MoneyWare

Miles Software (EbixCash)
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

TrustEngine

Integrations

TrustEngine
Claim Homebot and update features and information
Claim Homebot and update features and information
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information