We’re closely monitoring your client’s engagement with Homebot reports and presenting this data in your Client Engagement Portal. For certain actions we classify as "high intent," you’ll receive an email notification.
These high-intent actions include:
Homeowners:
Added a home - when an existing homeowner adds a secondary or investment property
Updated loan balance
Requested CMA
Direct Message
New lead
Listed their home
Buyers:
Direct messages
The homeowner started exploring markets (added themself as a buyer)
Requested a pre-qual
New lead
Asks a question about a listing
Requests a tour
What to do next? When you receive an email from a client requesting information or asking a question, we encourage you to call and use Homebot as a conversation starter.
For example, you might say: "Hi John, I saw you may have requested ________ through your Homebot report. I'd be happy to help, I just need a bit more information..."
If calling isn't possible, you can simply respond to the email you received from Homebot and it will reach our client.
Other actions are also valuable for you to be aware of, allowing you to use your discretion in deciding whether to reach out to the client.
Another option: While previewing a client’s report, you can send a personalized video message. Discover how HERE.
When a homeowner adds a property, it will be counted as an additional billable client. Find out more about our billing process HERE.
Having an issue or have a question? Send customer support a direct message using the pink icon at the bottom right corner of your screen.