No more combing through your Activity Feed and Opportunity Lists manually. Meet HomebotAI: a conversational AI tool built right into your account.
For example, ask it who to contact today, and it'll tell you why — plus exactly how to reach out. It reads across your opportunity lists and displays a handful of actionable recommendations, each one with talking points and a draft email ready to send.
The agent does the thinking. You take the action.
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.
Answers from HomebotAI stream in live as they're generated — text, charts, and tables build on screen in real time instead of making you wait for the full response to finish. Same brains, way faster feel.
What to ask HomebotAI
Ask HomebotAI who to contact today, and for each client it recommends, you'll get:
Why they made the list
Talking points for your outreach
A draft email you can send as-is or edit first
HomebotAI currently looks across these opportunity types:
Ready for Refi
Just Listed
Likely to Sell
High Equity
Likely to Buy
Highly Engaged
Example question and prompt:
"Do any of my clients have a high likely to sell score and have over 70% equity?"
OR
"Show me who I should reach out to today and why."
Market questions, answered on the spot
HomebotAI can also write its own queries against Partner Intel data, unlocking the hard, high-value market questions that used to be out of reach:
Market share by state
Agent rankings down to the zip code
Lender competition
Acquisition analysis
Example question and prompt:
"My client Robert might sell his home. Who are the top 3 listing agents by closed deals in her state over the last 12 months, and which brokerages are they with?"
OR
"Show me all of [agent's name] top loan officers they've worked with in the last 24 months."
Not sure what to ask?
If you can't think of what to ask HomebotAI, use one of the provided prompts or ask for its opinion like,"what questions could I ask here that I'm not thinking of" or "what insights should I look into?"
Tell HomebotAI what matters most in your day-to-day (for example, prioritizing refi opportunities over move-up buyers). As you keep using it, you'll see suggested follow-up prompts to help guide the conversation.
Additional example questions
"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 suppoer a direct message using the pink icon at the bottom right corner of your account.