The Refi Opportunity email is an automated email that lets a client know the moment they newly qualify for a refinance — the same trigger that puts them on your Ready for Refi opportunity list.
What the Refi Opportunity email contains
The Refi Opportunity email displays the client's estimated monthly savings, their current rate vs. today's rate, and a button to compare payments with their loan officer.
This email is sent at the moment the client qualifies. This can happen at any time, since it depends on rates and the client's loan, not a specific calendar date.
Subject line & preview text
Subject: "Your mortgage payment comparison is ready"
Preview text: "See what a refi could look like at today’s rates."
Key rules to know
When it sends: Only when a client newly qualifies for your Ready for Refi list. Clients already on the list don't receive it again.
Repeat sends: If a client drops off the list (for example, because rates moved) and later qualifies again, they'll receive the email again.
How often Homebot checks: Every Thursday, plus any other day mortgage rates move. Clients can qualify and hear about it within a day of a rate change.
Loan rate source: The savings estimate only uses loan rates that come from a trusted source: entered by you or the client, imported by CSV, or sent through an integration. Rates estimated from public records don't trigger this email. Learn how Homebot determines when someone is ready for a refi.
Turning it off: This email can't be self-managed, but support can turn it off for your account.
Where the call to action takes your client
"Compare your payment" — takes the client to their refinance options in the Home Digest, where they'll see their rate next to today's rate and their estimated monthly savings.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.