No more combing through your Activity Feed and Opportunity Lists manually. Now you have HomebotAI: a conversational AI tool built right into your account. The agent does the thinking. You take the action.
With HomebotAI, you can:
Find out who to contact and what to say, with talking points, call scripts, and email drafts for each client
Ask questions about your market, partners, and clients, using Partner Intel, sponsorship, favorited listing, and Homebot Network data
Tell it how you like to work, so every answer fits your business
Answers stream in live, so text, charts, and tables build on screen as they're generated.
HomebotAI is available for all individual paying Lenders, Title and Insurance Agents. If you're on an enterprise plan and don't see HomebotAI on the left navigation bar, please reach out to your customer success manager.
Who to contact and what to say
HomebotAI turns the insights already in your Homebot account into personalized outreach. Ask who to contact today, or pick a specific client, and HomebotAI will explain why the opportunity may be timely, suggest what to talk about, and draft outreach for the method you prefer.
What HomebotAI can create:
Talking points: Key details to guide a client conversation
Call scripts: A suggested opening, relevant questions, and possible next steps
Email drafts: A subject line and a personalized message
Text and follow-up ideas: Short language you can adapt for another channel
HomebotAI currently looks across these opportunity types:
Ready for Refi
Just Listed
Likely to Sell
High Equity
Likely to Buy
Highly Engaged
Try: "Who should I contact today, and why?"
Try: "Do any of my clients have a high likely to sell score and over 70% equity?"
Try: "Give me talking points for calling this client."
Try: "Give me a call script for this opportunity."
Try: "Draft an email for this client."
Try: "What should I say in my follow-up?"
You stay in control
HomebotAI never contacts clients, sends emails, or makes calls on its own. Every draft is a starting point for you to review, and you decide whether to edit it, use it, send it, or skip it.
Before you reach out:
Confirm the client details and opportunity are accurate
Adjust the language so it sounds like you
Follow your company's compliance and approval requirements
Don't present estimates or opportunity signals as guaranteed outcomes
HomebotAI is always improving. Treat drafts as a helpful starting point, not final or compliance-approved messaging, and double-check important details before acting.
What HomebotAI can look at
HomebotAI goes beyond your opportunity lists. It can pull from these data sources to answer bigger questions about your market, partners, and clients.
Market data from Partner Intel
HomebotAI writes its own queries against Partner Intel data, so you can get answers to high-value market questions like:
Market share by state
Agent rankings down to the zip code
Lender competition
Acquisition analysis
Try: "My client Robert might sell his home. Who are the top 3 listing agents by closed deals in his state over the last 12 months, and which brokerages are they with?"
Try: "Show me all of [agent's name]'s top loan officers they've worked with in the last 24 months."
Your clients matched to public records
Your Homebot clients and their homes are linked to real transaction data from Partner Intel, so HomebotAI can answer questions that need both at once.
Try: "Look at my Homebot clients and tell me how many repeat deals I've lost in the past year."
Sponsorships
HomebotAI knows who you sponsor and who sponsors you.
Try: "Which of my sponsored agents have the most clients loaded, and which ones haven't added anyone yet?"
Favorited listings
HomebotAI can see which homes your clients have favorited in Homebot — a strong signal they're ready to buy.
Try: "Show me clients that have recently favorited homes in Homebot."
Your Homebot Network
HomebotAI can see all your Homebot Network connections and match clients who are missing a preferred partner with the right people, using Partner Intel data.
Try: "Which of my Homebot clients are missing a preferred real estate agent? Recommend who I should refer to each one based on performance and profile fit in their market."
Tell HomebotAI how you like to work
HomebotAI remembers your preferences, so you don't have to re-explain yourself every conversation. Just tell it in chat what you want it to know, and it'll save it. HomebotAI always asks for your OK before saving anything.
You can customize anything. A few ideas:
Your market and business focus: The areas, products, client types, and growth strategies you care about most, so ranked lists and recommendations lean toward what matters to you.
Outreach style: Tone, length, and format for drafted texts and emails, so they sound like you.
Priorities and don'ts: Which opportunities to surface first and which topics to leave alone.
Try: "Remember that I focus on refinances in Pima County, and keep my draft emails short and casual."
Not sure what to ask?
Use one of the provided prompts, or ask HomebotAI for ideas. As you keep using it, you'll also see suggested follow-up prompts to help guide the conversation.
Try: "What questions could I ask here that I'm not thinking of?"
Try: "What insights should I look into?"
More prompts to get you started:
"What about my refi candidates this week?"
"Any clients I should reach out to about their equity?"
"What's my market share in [state]?"
"Who are the top agents in [zip code]?"
Give feedback
Use the thumbs up or thumbs down on any HomebotAI response, and leave a quick comment if something's off. It directly shapes what we build next.
Have questions?
Send customer support a direct message using the pink icon at the bottom right corner of your account.