Your Activity Feed provides a real-time view of client engagement, tracking actions — also called client events — as they happen. You'll find both a master Activity Feed showing activity across all clients and an individual feed on each client's profile.
Keep reading to learn how to find the feed, interpret client events, and act on what you see — or watch the short video below for a quick walkthrough.
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Master Activity Feed
To access your Activity Feed, navigate to the Clients tab on the left side of your account, then select Activity. This feed shows a minute-by-minute view of which clients have recently engaged with their Homebot and exactly what actions they took.
Individual Client Activity Feed
Each client also has their own activity feed showing their full engagement history since they first received Homebot. To view it, click on a client's name to open their profile, then click Activity.
Client Events — Homeowners
The table below explains every event you might see for homeowner clients. Click here to learn more about the Home Digest experience.
Event | What it means |
new client lead | A new client signed up through one of your lead generation tools (widget, PURL, etc.) |
added home | Homeowner self-added a home; you'll be notified via email |
started buyer onboarding | The homeowner has enough equity to explore their buying power and created a buyer profile |
viewed refi details | The client looked at their refi opportunities |
updated loan balance | Client updated their loan's unpaid balance; you'll receive an email notification |
loan application cta click | The client clicked "Explore your financing options" in their report. Learn about adding a loan app link. (Lenders only) |
tuned home value | Client adjusted their estimated home value in the digest |
requested CMA | The client requested a CMA from the home digest; you'll receive an email notification |
visited Covered | The client clicked 'Go to Covered' in the Insurance Module |
client completed a home check-in | The client answered a short series of questions about how long they plan to stay in their home |
messaged you | The client sent a direct message from the home digest; you'll receive an email notification |
TCA request | The client requested a Total Cost Analysis for refi options. Requires the Mortgage Coach integration and a Pro subscription |
adjusted years in home | The client interacted with the refi slider in the home digest |
client viewed the home digest | The client clicked the call to action in their monthly email to view their home digest |
viewed new home panel | Your client clicked 'Purchase a new home' to explore how they could leverage their equity to buy a new home |
viewed home's market | The client explored their selling potential |
clicked {25-year fixed} | The client clicked for more details on a specific refi option |
Client Events — Buyers
The table below explains every event you might see for buyer clients. Click here to learn more about the Home Search experience.
Event | What it means |
buyer used the mortgage calculator on [address] | Buyer customized the mortgage payment calculator to understand monthly payment on a specific listing |
buyer learned more about buydowns on [address] | Buyer clicked 'more info' about buydowns while using the mortgage calculator on a specific listing |
buyer viewed the seller concession page | Buyer looked at listings with seller concessions in one of their favorite markets |
buyer direct message | The client sent a DM from the buyer's app; you'll receive a notification via email |
buyer viewed the listing for [address] | The client looked at a specific listing |
client viewed home search | Client clicked the call to action in their automated monthly email to view their Home Search experience |
buyer viewed photos for [address] | Buyer viewed the photo gallery for a specific listing |
updated buyer profile | The client made changes to their buyer profile |
self added buyer | The client self-registered as a buyer; you'll receive a notification via email |
showing request | The client requested a showing for a home listing |
opened buy down details | Buyer explored buy-down options |
open house added to calendar | Buyer added an open house to their calendar |
saved search created event | Client saved a search |
listings prequal request | Buyer requested a pre-qualification for a specific listing |
loan application cta click | Buyer clicked to view your loan application URL |
buyer used short term rental calculator | Buyer interacted with the short-term rental calculator |
added zipcode | Client added or removed a market (ZIP code) from their buyer settings |
Best Practices
Before reaching out to a client, check their individual activity feed and preview their Home Digest or Home Search experience. Knowing what they've been looking at lets you tailor the conversation and add immediate value.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.