Opportunity Lists are automatically organized groups of clients to keep an eye on and reach out to, based on factors such as engagement, equity position, refi potential, likely to sell score, and more. You’ll find these lists under the Clients section of your account.

To view your Opportunity Lists, navigate to the Clients tab.

The Your Clients tab contains seven Opportunity Lists. Each list is sorted so that the clients most worth calling appear at the top, based on their recent engagement signals within Homebot.

Action: Reach out proactively with savings insights. Each row shows their refi potential, current rate, and equity so you can personalize your outreach quickly.

Action: Connect to discuss timing, next steps, and how you can support them through the transaction.

Action: Follow up to provide contextual guidance. A great opener: "Hey, I noticed you've been running some numbers — let's crunch them together!"

👉Learn about our best-in-class financial calculators.

Action: We automatically send a Likely to Sell email alert to clients with a score of 90+. We also recommend reaching out directly or adding this list to a targeted email campaign. You can say something like, "Just wanted to check in to find out if your home still fits your needs." Or "I've noticed a change in your market, let's chat!"

👉Learn about the Likely to sell email alert.

👉Learn about Likely to sell scores and best practices.

Action: Great candidates for a cash-out refi or move-up buying conversation. Reach out directly or add to an email campaign outside of Homebot educating them on how to use their equity to build wealth.

Action: Prioritize outreach and use Homebot as a natural icebreaker like, "How are you liking Homebot? Do you have any questions about what you're seeing?"

A complete view of everyone in your database. Use this list to search for a specific client by name, review their equity and rate at a glance, or delete clients who no longer need to be in your account.

The Action Items tab is where inbound client requests land. These require your direct follow-up.

Triggered when clients explore listings or request prequalification.

Action: Follow up and log pre-qual info under the Buying tab.

👉Learn how to handle pre-qual requests.

Triggered when a client tunes their home value and requests a professional opinion.

Action: Reach out to discuss their intent and provide or coordinate a CMA.

👉Learn how to handle CMA requests.

The Leads tab displays new contacts who came in through your personalized Homebot landing page(s) or by client referral.

Action: Send a video message introducing yourself to connect quickly. Simply check the box to the left of their name and click Send video.

The Maintenance tab contains data hygiene lists. Clients here may require action to maintain accurate data or keep them engaged effectively.

Clients who have unsubscribed, have invalid emails, or marked messages as spam.

Action: Reach out directly; consider deleting the client or updating their contact information.

👉Learn how to manage clients with email issues.

Clients missing home or buyer details.

Action: Click on their name to view their profile. From there, add a home address under the Home tab or enter buyer details under the Home Search tab.

Clients whose home data couldn't be pulled automatically.

Action: We automatically send a Missing Home Value email to the client until they complete the home valuation flow. You can keep the client in your account while they complete this process, or delete and re-add them in about six months as our data provider may update their information.

🚨 If you manually enter a value, it may remain static and won't update with future market changes until new property data is received from our provider.

👉Learn about the Missing Home Value email.

👉Learn how to update the estimated home value.

You can remove a client from any Opportunity list directly — no need to contact support.

Removing a client from a list snoozes them from that list only; they'll remain in All Clients and will automatically reappear on the list if they re-qualify in the future.

To remove a client from a list:

Step 1: Select the list
Step 2: Check the box to the left of their name (or select all checking the box at the top of the list)

Step 2: Click Remove from list

Step 3: Confirm your selection

You can delete clients one at a time or in bulk from the All clients opportunity list and from the Email issues list under the Maintenance tab.

Send customer support a direct message using the pink icon located at the bottom right corner of your account.