Key Client Lists are automatically organized groups of clients and prospects to keep and eye on or reach out to, based on factors such as engagement, 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:
Timely Opportunities
Maintenance
Continue reading to find out what each list means and how to use the information to inform your outreach strategy.
Some Key Client Lists may not appear in your account. These lists will only populate when you have clients who meet the specific criteria outlined below.
1. ⏰ Timely Opportunities
These clients are showing signs they may be ready to act soon—sell, refi, or move.
▪️ 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 list, you'll need to either complete the CMA or delete them from the list. 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 list, you'll need to either complete the pre-qual or delete them from the list. Find instructions HERE
▪️ Likely to Sell
High scores (70–100) indicate they may be ready to list in the next 9 months.
Action: We automatically send a Likely to sell email alert to clients with a score of 70+. We recommend you also reach out or add this list to a targeted email campaign outside of Homebot.
▪️ Moving Soon
Clients set a move date within 3 months.
Action: Reach out about pre-approval or MLS setup.
▪️ 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. Reach out or add them to an email campaign outside of Homebot.
▪️ Mover Activity
Triggered by 2+ calculator or 8+ home search activities.
Action: Follow up to provide contextual guidance like, "Hey, let's crunch some numbers together!"
▪️ Mobile App Users
Clients who downloaded the app.
Action: Call to ask what they think about the app and keep engagement high.
▪️ New Leads
Leads from your landing page or referrals.
Action: Send a video intro message.
▪️ Highly Engaged
Clients consistently opening their Homebot 50% of the time and/or have sent a DM or CMA request.
Action: Prioritize for outreach and use Homebot as an icebreaker.
2. 🚨 Maintenance
Clients in this category may require immediate action to maintain accurate data or continue engaging effectively.
▪️ Email Issues
Clients who unsubscribed, bounced, or marked messages as spam.
Action: Reach out directly; consider deleting the client or updating their info.
▪️ Incomplete Clients
Clients missing key home or buyer details.
Action: Click on their name to view their profile. From there, add a home address under the Home tab or enter buyer details under the Home Search tab.
▪️ Missing Home Value
Home data couldn't be pulled.
Action: We automatically send a Missing Home Value email to the client until they complete the home valuation flow. You can choose to keep the client in your account while they complete this process, or delete the client and re-add them in about six months, as our data provider may update their information during that time.
🚨If you manually enter a value, it may remain static and won’t update with future market changes until new property data is received from our provider.
Important note
The only Key Client List you can manage in bulk is your Email Issues list, which allows you to delete clients in bulk or one by one. For any other Key Client List, clients must be removed individually, or you can contact Customer Support to delete them in bulk. Learn how to delete clients here.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.