Key client lists are auto-sorted groups of clients and prospects who you should contact or keep an eye on. To view all of your key client lists, navigate to your CLIENTS tab.
Key Client Lists fall under one of the three categories below: Needs attention, Timely Opportunities, and Active Clients. Continue reading to find out what each list means and how you can use the information to inform your outreach strategy.
🚨Some key client lists may not appear in your account. These lists will only display if you have clients who meet the specific criteria required.
1. Needs attention
The needs attention category includes clients who:
Needs CMA
When your client tunes the value of their home, you'll receive an email notification alerting you they've done so.
This is a great opportunity to reach out to your client to understand their intentions. If you're an agent, offer to provide a more accurate valuation. If you're a lender, pass it to an agent you trust who can fulfill the request. Learn how to leverage CMAs HERE.
To remove the client who requested a CMA, you'll need to manually update the value. Find instructions HERE.
Needs pre-qual
When your client is exploring active listings or viewing their buyer report, they can request to be prequalified if they haven't yet done so.
This is a great opportunity to reach out to your client to understand their intentions. When ready, click on their name to add their pre-qual information under the Buying tab. Learn how to manage buyers HERE.
TO remove the client who requested a pre-qual, you must manually enter their pre-qual details. Find instructions HERE.
Email Issues
Clients who have unsubscribed, marked as spam, or have an invalid email.
Reach out to these clients and use Homebot as a conversation starter. To bulk delete clients with email issues, click HERE.
Incomplete clients
These clients are missing home details and buyer details.
Click on their name to add a home address and/or buyer preferences.
Missing home value
Clients who are Missing home value means we could not gather data from our provider.
We recommend waiting a few months to re-enter their home address to see if our data provider could gather information on the property.
2. Timely opportunities
The timely opportunities category includes clients who are:
Likely to Sell
Every homeowner in your account receives a Likely-to-Sell score from 0-100. The higher the score, the more likely they are to list and sell their home within the next 9 months.
Keep an eye on them, or use Homebot as a conversation starter. You may also consider adding them to a targeted campaign outside of Homebot. You'll find more information and best practices HERE.
Moving soon
Clients who are Moving soon set a move date in their buyer's report that's approaching within the next three months.
Keep an eye on them, or reach out to see if they're ready to get pre-qualified, added to an MLS search, etc.
Motivated to refi
Clients who are Motivated to refi have an interest rate above national averages and have engaged in the refi module of their homeowner report.
Keep an eye on them, or learn how to use Homebot as a conversation starter.
High equity
Clients with at least 35% equity.
Keep an eye on them, or learn how to use Homebot as a conversation starter.
3. Active clients
The Active clients category includes clients who are:
Mobile app users
These people downloaded the Homebot Mobile App.
Keep an eye on their engagement and reach out when the time is right. You may consider calling to check in, " I noticed you downloaded the mobile app, what do you think?" Learn how to promote the mobile app HERE.
New Leads
Keep an eye on new leads that come through one of your landing pages or a client referral.
Consider sending new leads a video message to introduce yourself. Learn how HERE.
Self-added as a buyer
Homeowners can access the buyers side of Homebot at any point. Learn how HERE.
Keep an eye on self-added buyers and reach out when the time is right. Tell them, "I noticed you started exploring the buying section of Homebot. What do you think?"
Highly engaged
These clients are recently highly engaged. Keep an eye on their activity and reach out when the time is right.
Give them a call and use Homebot as a conversation starter. If you don't have a phone number, send a video message.