Key Client Lists are automatically sorted groups of clients and prospects you may want to contact—or keep an eye on—based on their activity in Homebot, equity position, email issues, and more.
To view your key client lists, navigate to the CLIENTS tab.
Key client list categories
Clients are auto-sorted into lists that fall under one of three categories:
Needs attention
Timely Opportunities
Active Clients
Continue reading to find out what each list means and how to use the information to inform your outreach strategy.
Learn how to use Homebot as a conversation starter HERE.
Some Key Client Lists may not appear in your account. These lists will only populate when you have clients who meet the specific criteria.
1. 🚨 Needs Attention
Clients in this category may require immediate action to maintain accurate data or continue engaging effectively.
▪️ Needs CMA
Triggered when a client tunes their home value and request a professional opinion.
Action: Reach out to discuss their intent and provide or coordinate a CMA.
→ To remove the client from the KCL, you'll need to manually update the value. Find instructions HERE
▪️ Needs Pre-Qual
Triggered when clients explore listings or request prequalification.
Action: Follow up and log pre-qual info under the Buying tab.
→ To remove the client from the KCL, you'll need to manually update their pre-qual. Find instructions HERE
▪️ Email Issues
Clients who unsubscribed, bounced, or marked messages as spam.
Action: Reach out directly; consider removing or updating info.
▪️ Incomplete Clients
Clients missing key home or buyer details.
Action: Click their name to add a home address and/or buyer details.
▪️ Missing Home Value
Home data couldn't be pulled.
Action: Wait and re-enter later; provider may update. Details here
2. ⏰ Timely Opportunities
These clients are showing signs they may be ready to act soon—sell, refi, or move.
▪️ Likely to Sell
High scores (70–100) indicate they may be ready to list in the next 9 months.
Action: Reach out or add to a targeted campaign.
▪️ Moving Soon
Clients set a move date within 3 months.
Action: Reach out about pre-approval or MLS setup.
▪️ Motivated to Refi
High interest rate + activity in the refi module.
Action: Check in about their refinance goals.
▪️ Refi Candidates
Clients with a non-HELOC loan greater than 5 months old and refinancing now would save them money.
Action: Reach out proactively with savings insights.
▪️ High Equity
Clients with 35%+ equity.
Action: Great candidates for cash-out refi or move-up buying.
▪️ Mover Activity
Triggered by 2+ calculator or 8+ home search activities.
Action: Follow up—they're actively exploring.
3. 📱 Active Clients
These clients are regularly engaging with Homebot or have taken actions worth watching.
▪️ Mobile App Users
Clients who downloaded the app.
Action: Call to ask what they think and keep engagement high.
▪️ New Leads
Leads from your landing page or referrals.
Action: Send a video intro message.
▪️ Self-Added Buyers
Homeowners activating the buy side.
Action: Reach out with a helpful intro message.
▪️ Highly Engaged
Clients showing recent, high engagement.
Action: Prioritize for outreach—use Homebot as an icebreaker.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.