Homebot helps you stay connected with your clients by alerting you when they take meaningful actions in their reports or indicate strong interest. These alerts show up in your Client Engagement Portal and — for key actions — as an email you’ll receive immediately so you can follow up proactively.
🚨 What Triggers an Email Notification
We monitor your clients’ activity and send you an email when they take what we call a “high-intent action.” These actions signal interest that’s worth your immediate attention.
For Homeowners:
Adds a home (e.g., secondary or investment property)
Updates their loan balance
Requests a CMA
Sends a Direct Message
Becomes a new lead
Lists their home for sale
For Buyers:
Sends a Direct Message
Starts exploring markets (adds self as a buyer)
Requests a pre-qualification
Sends a listing question
Requests a tour
Becomes a new lead
💬 Direct Messages: What They Are & How You’ll See Them
Clients can message you directly from their Home Digest or Home Search experience using the pink chat bubbles strategically placed throughout. When they do:
You’ll receive an email notification instantly.
The message will also appear in your Dashboard (up to the last 30 days).
There’s no way to reply inside Homebot — replies must be made outside the portal.
📞 Best Ways to Respond
1. Call Your Client — Best Practice
Phone calls are the most personal and effective way to engage. They let you tailor the conversation and uncover additional needs.
2. Reply by Email
You can simply reply to the notification email you received — Homebot will deliver your response directly to the client.
3. Send a Personalized Video Message
While previewing their report, you can send a custom video message to deepen engagement and build rapport. Learn more about this strategy here.
After you’ve responded to a direct message (by phone or email), be sure to check the box next to the client’s name in your Dashboard to clear it from your list.
💡 Tips for Using These Alerts
Treat high-intent emails as opportunities to start a conversation — for example:
“Hi John, I saw you requested a CMA in your Homebot report — I’d love to help. Are you thinking about for selling?” or "I saw you asked a question about refi's. Is this a good time to chat?"
Not every action requires immediate outreach — use your judgment to prioritize.
Use Homebot insights when you call to tailor your outreach and add value to every conversation. Consider previewing their Homebot to see what their receiving each month. Learn how to preview a Home Digest here.
If you have questions about how alerts work or want help with follow-up best practices, reach out to Homebot Support via the pink chat icon in your account or email [email protected].