Discover where you can add your custom videos directly into the Homebot reports. Plus, explore our sample scripts, talking points, and other ideas to help you start crafting your messaging!
Click on any of the video topics below to learn more.
Welcome your clients to Homebot:
Teach your clients about refinancing:
Help clients understand their equity position and purchasing power:
Trading up to a new home
Empower clients to make smart selling decisions:
Want to explore all of our different video types? Check them out below!
Homeowners Intro
When your homeowner clients receive Homebot for the first time, you can welcome them with a video introduction. Walk them through their personalized home finance report, pointing out opportunities to grow their wealth.
Talking Points and Scripting Ideas:
Introduce yourself
“Catie here with Homebot Loans.”
Give a quick summary (30-45 seconds) on why Homebot is valuable to them as a homeowner.
“Welcome to your home value report! This dynamic report will track your home value month over month and allow you to stay in-the-know about how your local market is performing. Plus, discover opportunities to save money and grow your home wealth using your home equity. There’s so much here for you, and I can’t wait to hear what you think.”
Wrap up with a call to action
“If you have questions on how to use Homebot or leverage it so that it works best for you, please reach out. Enjoy!”
Other ideas: Share success stories or ideas on how to leverage Homebot now and over time. See an example.
Buyers Intro
Welcome your buyers to Homebot as soon as they finish signing up. Teach them how to leverage the Market Explorer for investor-grade market insights and use the Buyer's Report for tracking their markets of interest month over month.
Talking Points and Scripting Ideas:
Introduce yourself
“Catie here with Homebot Loans.”
Give a quick summary (30-45 seconds) on how Homebot empowers buyers during their home search.
“You’re about to step into a remarkable tool that’s going to help you think like an investor and provide you with valuable information based on your goals for your home purchase. Use the explore market feature to understand how competitive the market is, compare areas by square footage or cost to buy, dive deeper into your areas of interest to learn more about the buying timeline, and discover homes in the area that match your price point. Keep your eyes peeled for your monthly buyers report so you can stay up to date on your favorite markets.”
Wrap up with a call to action
“This tool has a wealth of information to ensure you make the best buying decision, and I’m here to support you. If you have any questions, give me a call or send me a message through your report!”
Other ideas: You could discuss how to use Homebot in both the short and long term or success stories of how your other clients have bought smart. See an example.
Introduction to Refi
Clients with a loan that is at least five months old will be able to explore potential refinancing scenarios. Your video will be featured in the 30-year refinance scenario, and — if their monthly payment would likely be lowered — they will also see it in the What’s Important Now section of their Homebot report.
Take advantage of this opportunity to discuss how refinances work and how your clients can learn more about which option is best for them.
Talking Points and Scripting Ideas:
Take 30-45 seconds to explain how refinancing works and when your clients may want to consider a refi.
“Refinancing can be a smart financial move if your mortgage has a higher interest rate compared to ones in the current market. Refinancing could not only lower your interest rate or shorten your payment schedule. It can save you money over time or even monthly! If you’re interested in exploring your options, I’d love to help you discover the best option for you based on your home and financial goals.”
Wrap up with a call to action
“Give me a call or shoot me a message here to talk it over together!”
Other ideas: Discuss your thoughts on when a client should consider refinancing. See an example.
Market Temperature
Homebot helps your clients track their current market temperature and learn whether the demand for homes in their area is increasing or decreasing. You can use videos to explain market temperatures and what they mean for your clients. Plus, you can add a unique video for each of the different market temperatures to make sure you’re delivering the right content at the right time.
Your market is in high demand
Lenders: “People are flocking to this area! High-demand markets are the best for selling because they can increase your home’s value and likely means that your home will sell quickly. If you’re considering selling your home, I’d love to work with your agent or connect you with one of my trusted agent partners to ensure you have all the information you need to make a smart decision! Call or message me today to discuss your options!”
Agents: “People are flocking to this area! High-demand markets are the best for selling because they can increase your home’s value and likely means that your home will sell quickly. If you’re considering selling your home, I’d love to work with you to help you understand your market and goals better and ensure you have a successful selling experience! Call or message me today to discuss your options!”
Your market is in demand
Lenders: “Your market is in demand, which often can lead to higher selling prices and faster selling timelines. Keep in mind the market is always fluctuating, and depending on your total home equity, it may not always be advantageous to sell. If you’re considering selling your home, I’d love to work with your agent or connect you with one of my trusted agent partners to ensure you have all the information you need to make a smart decision! Call or message me today to discuss your options!”
Agents: “Your market is in demand, which often can lead to higher selling prices and faster selling timelines. Keep in mind the market is always fluctuating, and depending on your total home equity, it may not always be advantageous to sell. Luckily, I’m here to guide you through it! I’d love to help you understand your market and learn more about your goals to ensure you have a successful selling experience! Call or message me today to discuss your options!”
Your market is balanced
Lenders: “Your market is balanced, which means that there are enough houses to meet the demand of the market. This often means that interest rates are more affordable, allowing more people to explore the market for a new home. It also means that the market is stable, keeping median prices at their average. Selling can be a big decision, so reach out for more information! I’d be happy to connect you with a trusted agent partner to help you understand your market or work directly with your existing agent! Call or message me today to discuss your options!”
Agents: “Your market is balanced, which means that there are enough houses to meet the demand of the market. This often means that interest rates are more affordable, allowing more people to explore the market for a new home. It also means that the market is stable, keeping median prices at their average. Selling can be a big decision, so reach out for more information! I’d love to work with you to understand your market and goals better and ensure you have a successful selling experience! Call or message me today to discuss your options!”
Your market is cool
Lenders: “Your market is cooling off, which means that there are more homes for sale than buyers available to purchase them. It’s good news for buyers, as it’s less competition and they can be more choosy.
But for the seller, it could mean that you’ll see your home sit on the market for longer, and buyers will likely try and negotiate the price with you. It could even mean that to incentivize your buyer to make a purchase - you offer to absorb the closing costs! Yikes!
If you’re considering selling, let’s talk! I’d be happy to connect you with a trusted agent partner to help you understand your market or work directly with your existing agent! Call or message me today to discuss your options!”
Agents: “Your market is cooling off, which means that there are more homes for sale than buyers available to purchase them. It’s good news for buyers, as it’s less competition and they can be more choosy.
But for you, the seller, it could mean that you’ll see your home sit on the market for longer, and buyers will likely try and negotiate the price with you. It could even mean that to incentivize your buyer to make a purchase - you offer to absorb the closing costs! Yikes!
I’d love to work with you to understand your market and goals better and ensure you have a successful selling experience! Call or message me today to discuss your options!”
Your market is cold
Lenders: “Your market is cold, which means it’s a buyers market and likely not advantageous for you, the seller. A cold market means there are more homes in the market than there are buyers to purchase them. This is great for buyers as it means that they have more options, increasing the buying timeline and giving them more negotiation power.
It’s not so great for the seller, as you’ll see your home sit on the market for longer, and likely buyers will try and negotiate the price with you. It could even mean that the buyer asks you to absorb the closing costs! Yikes!
If you’re considering selling, let’s talk! I’d be happy to connect you with a trusted agent partner to help you understand your market or work directly with your existing agent! Call or message me today to discuss your options!”
Agents: “Your market is cold, which means it’s a buyers market and likely not advantageous for you, the seller. A cold market means there are more homes in the market than there are buyers to purchase them. This is great for buyers as it means that they have more options, increasing the buying timeline and giving them more negotiation power.
It’s not so great for the seller, as you’ll see your home sit on the market for longer, and likely buyers will try and negotiate the price with you. It could even mean that the buyer asks you to absorb the closing costs! Yikes!
I’d love to work with you to understand your market and goals better and ensure you have a successful selling experience! Call or message me today to discuss your options!”
Should You Sell
In addition to market temperature, clients who are interested in selling their homes can get a better understanding of their selling position based on appreciation/depreciation, cash position, and market demand. You can add more value to what Homebot already offers by including a short video breaking down the critical factors that go into selling at the right time.
Recommended talking points and script:
"There's so much to consider when looking into selling like, whether your market is in demand, how much appreciation you've had in your property over time, and of course the equity position, and how much you could be making from the sale of your property." Then, finish with a call to action!
Talk through what's happening with inventory nationwide, how it's affecting demand, and what they could expect to happen if they were to list their home. Make the case as to why you're best equipped to help them with the next steps.
Purchase Power
If your clients have at least 35% home equity totaling $25,000 or more, they will see our Purchase Power Module, where they can explore different ways to leverage their equity.
Purchase a New Home
Clients exploring their purchase power options can explore various scenarios, like buying a new home. This is an excellent opportunity to talk about upgrading their home or even downsizing, depending on their goals.
The best way to position this video is how you should think about trading up in today's market:
Recommended talking points and script:
“Considering buying a new home? Maybe you want a bigger office or a different neighborhood. Thanks to low rates and your hard-earned equity, you have more purchasing power than before. Keep in mind. Equity is tied to your current home value and the market. Homebot helps you explore your options, and I’m here to make sure you optimize your home finance decisions so you can keep building wealth with your home. Not sure where to start?”
Be sure to end with that call to action!: “Message me here or give me a call. I’ll make sure you make the best decision for you and your goals.”
Other ideas: You could discuss mistakes to avoid or tips on maximizing their cash, such as making improvements to increase their listing price. Plus, make the case as to why you’re best equipped to help them with the next steps. See an example.
Buy an Investment Property
Clients can also explore what it would look like to leverage their home equity to buy an investment property.
We cannot iterate enough that your scripting will vary based on your Homebot audience. Consider carefully who you’re talking to and what they need to know to push them towards the right decision and the right transaction.
Recommended talking points and script:
“As you continue to build wealth through homeownership, you might have enough equity to invest in a downpayment for a new property. There are a ton of benefits to buying an investment property.
Leveraging your home equity to buy an investment property can often reduce the amount of investment income you have to pay taxes on!
There’s a lot to consider, like ensuring the investment property is in the right area for your goals. If you’re considering getting into the real estate investment game, let’s discuss your options! I’m here to support you! Send me a message here or give me a call!”
Other ideas: You could discuss mistakes to avoid or tips on maximizing their money or strategies for purchasing investment properties. Make the case as to why you’re best equipped to help them with the next steps. See an example.
Sell & Pocket the Cash
Although a more exotic option, it might make sense for some of your clients to consider taking metaphoric chips off the table and cashing in on their hard-earned equity.
Recommended talking points and script:
“When your home value and equity are up, selling and pocketing the cash could open up new opportunities like paying for a college education, buying into a different investment, or paying off expensive debt. Keep in mind: selling your house will require you to pay fees, commissions, and moving costs, which impact how much cash you might pocket. It can be difficult to know if now is the right time. Your agent and lender can help you carefully consider your specific situation. Have questions? We're here to help! Send me a message or give me a call!”
Other ideas: What options should they consider for reinvesting their cash? Explain the risks and tax considerations to help them see the whole picture. Discuss your thoughts on selling and cashing out in today’s market. See an example.
Rent & Buy Another
Does your client currently own a home that could be great for renters? If possible, renting out their current home and purchasing a new home could grow their net worth exponentially.
Recommended talking points and script:
“ As you continue to build wealth through homeownership, you might have enough equity in your current home to put towards a downpayment for a new property. Having two properties means you could grow equity with both homes. Do you love your home, or are you open to moving? If you love your home but have all this equity, you could think about this second property as an investment. What's more, you might consider renting it as a way to help with mortgage payments and, ideally, generate additional income for you. Make sure you can handle two monthly mortgage payments at the same time, with or without a renter, and that you're comfortable being a landlord. Have questions? We’re here to help!”
Other ideas: Make the case as to why you’re best equipped to help them strategize their opportunities. Discuss your thoughts on renting out and purchasing a new home in today’s market. See an example.
Prequalification
Your client can set and edit their price point for the buyer’s report, prompting them with your personalized video to encourage the transaction.
It will look like this:
Scripting Idea:
“Considering purchasing a home? Getting pre-qualified, quite simply, ensures you’re viewed as a credible buyer. This gives you a competitive advantage over buyers who have yet to take that step. Plus, it can help you understand your budget and narrow down the pool of potential homes available.
What is a prequalification? It is a review of your income, assets, and credit to make sure that you can pay for the home you are making an offer on.
Get pre-qualified today so you can start shopping with authority and confidence!”