Windermere has rolled out a new AVM tool called MyWindermere. Homebot users need to decide if they want to transition to the MyWindermere tool for their clients or keep using Homebot. Please read on for resources and instructions for each possibility.

This transition marks the start of something big coming to the network. We have great plans for the future of MyWindermere, which we first announced with the Suite offering as a home hub/home diary/my-client-for-life platform. We’re starting with the AVM tool and we will add on from there with features that will help homeowners navigate their move and keep track of their property’s needs with resources for inspiration, planning, and execution.

How to Transfer to MyWindermereAgents who would like to move their Homebot clients to MyWindermere have a couple of options. Those with a short contact list might prefer to just use the Cloze connection to subscribe their clients using the bulk change option in their Cloze account.

Those with larger lists will want to do a bulk upload into MyWindermere. Note that not all Homebot data will transfer to the new platform, including the last home value that the agent applied to the client’s property. We recommend agents go through their list periodically to add their property value as a good touchpoint with their clients.

To make the bulk transfer:

When the upload is complete, the contacts on this list will automatically receive an invite email to sign into their new MyWindermere account to see their home value. If agents would like to introduce the platform to their clients beforehand, we’ve provided a template for that email. Cloze users can find it in the marketing templates, non-Cloze users can use this Word Doc in the document library:

MyWindermere Homebot Email Template.docx

To avoid sending two AVM reports to their clients, agents need to deactivate their Homebot account by emailing their support team: support@homebot.ai

Staying with Homebot:For those who don’t want to move their AVM clients to MyWindermere, you’ll need to reach out to Homebot to continue your subscription. After June 30, Windermere will no longer manage the licenses, which means agents will need to transfer their account to a personal account prior to that date so there’s no interruption in service.

To learn more about continuing with Homebot, email support@homebot.ai

Need support? Your office administrators are a great resource to start with. If you still need help after working with them, reach out to suite@windermere.com.