The Highly Engaged list shows clients who are actively using their Homebot report — opening it consistently, using calculators, or reaching out directly.
Clients are sorted by engagement activity within the last 90 days, with the most recently and frequently active appearing first.
How Clients Qualify
A client appears on the Highly Engaged list when they meet one or more of the following criteria:
They are consistently opening their Homebot report — specifically, engaging 50% or more of the time it's delivered
They have sent you a direct message (DM) through Homebot
They have submitted a CMA request
💡 Tip: Use the specific activity you see in Quick Look as your conversation starter — it gives you a natural, relevant reason to reach out. Click View full profile to preview their digest before picking up the phone.
What You'll See on the List
Each row in the Highly Engaged list shows the following at a glance:
Column | What it shows |
Client name | The client's name |
# of Activities | The number of engagement actions this client has taken within Homebot |
Opportunities | Any other Opportunity Lists this client also qualifies for |
Equity | Their estimated equity percentage |
Rate | Their current mortgage rate |
Viewing Specific Activity in Quick Look
Click any client's name to open the Quick Look panel. Under Lists Including This Client, an expandable section shows the specific actions that qualified them — for example:
"Used the Mortgage Calculator"
"Viewed the Calculators Page"
"Opened report 8 of the last 10 months"
When Clients Are Removed from the List
Clients fall off the Highly Engaged list when their engagement drops below the qualification threshold — for example, if their open rate falls below 50% over time or their activity signals age out of the 90-day window. The list reflects current engagement, so it stays fresh automatically.
You can also manually snooze a client from the list after reaching out. Select their name, click Remove from list, and confirm. They'll remain in All Clients and will automatically reappear if their engagement picks back up.
How to Use This List
Step 1: Navigate to Clients → Your Clients → Highly Engaged
Step 2: Start at the top — those clients have been the most active recently
Step 3: Click a client's name to open Quick Look and review their specific engagement activity
Step 4: Use what you see as your icebreaker — reference what they've been exploring in their report
Step 5: Call, send a video, or add them to your weekly call list
🚨 Best practice: Before calling, click on a client's name and select Preview client report to see exactly what they've been seeing in their Homebot. This helps you tailor the conversation to what they've actually been looking at.
No phone number on file? Send a personal video message instead.
Click here to learn how to send a client a video message.
Have questions?
Send our support team a direct message using the pink icon at the bottom right corner of your account — we're happy to help!