As a lender, when you add a prospect or buyer to your account, they’ll automatically receive a Welcome Email introducing them to the Home Search experience. However, to ensure they start receiving Homebot, you’ll need to provide one of the following key details:
A home address, or
Prequalification information
If this information is not included, the client will appear in your Maintenance tab under Incomplete clients and instead of the Welcome Email, they’ll receive a Buyer Opt-In Email inviting them to join you on Homebot.
Real estate agents do not need to include a home address or prequalification information when adding a buyer or prospect. They only need to provide the client’s first name, last name, and email address to start sending the Home Search experience. Therefore, this buyer opt-in email does not apply to real estate agents.
What is the Buyer Opt-In Email?
The Buyer Opt-In Email asks your new buyer or prospect to accept your invitation to Homebot before they start receiving regular emails. It features your photo and name, a short explanation of Homebot, and, when one is available, a new listing near their zip code.
Subject: "[Your name] wants to set you up with Homebot"
When the client clicks Unlock your Homebot (or any of the email's buttons), their opt-in is recorded and they begin receiving the Home Search experience as intended.
Key Points to Know
Who receives it: Buyers and prospects added without a home address or current prequal information.
When it sends: Automatically, in place of the welcome email.
How often: Once. Until the client accepts, they won't receive the monthly Home Search emails or listing emails.
Leads from your website widget: Clients who sign up through your lead gen widget are treated as already opted in, so they won't receive this email.
Adding details later: If you add a home address or prequalification for the client later, the opt-in requirement clears automatically.
Example of the Buyer Opt-In email
Learn how to add buyers
Click the links below for step-by-step instructions:
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account!