Opportunity Lists are automatically organized groups of clients to keep an eye on and reach out to, based on factors such as engagement, equity position, refi potential, likely to sell score, and more. You’ll find these lists under the Clients section of your account.
To view your Opportunity Lists, navigate to the Clients tab.
✨Opportunity List Criteria & How to Handle Them
The Your Clients tab contains seven lists. Each list is sorted so that the clients most worth calling appear at the top, based on their recent engagement within their Home Digest or Home Search experience.
Each list displays clients who fit the criteria, columns of data tailored to that opportunity, along with any other lists that client appears in.
Ready for refi opportunity list
Client must have:
$100+ monthly savings on potential refi
A loan older than 5.5 months
Used the refinance slider in the last 90 days
Your move: Reach out proactively with savings insights. Each row shows their refi potential, current rate, and equity so you can personalize your outreach quickly.
Just listed opportunity list
Client must have:
An active listing (coming soon, active, or pending status)
Clicked listing alert email in last 90 days
Clients will be automatically removed from the list when the property closes, is taken down, or becomes inactive.
Your move: Connect to discuss timing, next steps, and how you can support them through the transaction.
Likely to buy opportunity list
The client:
Either used one of the financial calculators, or
Inquired about a listing in home search (sent a DM) within the last 90 days.
Your move: Follow up to provide contextual guidance. A great opener: "Hey, I noticed you've been running some numbers — let's crunch them together!"
Likely to sell opportunity list
Clients with:
A score of 80+
A score of 90+ will also trigger a Likely to sell email alert
Scores are based on engagement data (setting a move date) and/or demographic data (time spent in home, interest rate, etc.).
Your move: We automatically send a Likely to Sell email alert to clients with a score of 90+. We also recommend reaching out directly or adding this list to a targeted email campaign. You can say something like, "Just wanted to check in to find out if your home still fits your needs." Or "I've noticed a change in your market, let's chat!"
High equity opportunity list
Clients with:
35%+ equity on an active loan
Used cash out calculator in the last 90 days
Your move: Great candidates for a cash-out refi or move-up buying conversation. Reach out directly or add to an email campaign outside of Homebot educating them on how to use their equity to build wealth.
Highly engaged opportunity list
Clients who:
Took 5+ meaningful actions over the past 90 days
Meaningful actions might include: completing a home check-in, sending a referral invite, adding a new home, or tuning their home value, and more.
Your move: Prioritize outreach and use Homebot as a natural icebreaker like, "How are you liking Homebot? Do you have any questions about what you're seeing?"
All Clients opportunity list
A complete view of everyone in your database. Use this list to search for a specific client by name, review their equity and rate at a glance, or delete clients who no longer need to be in your account.
✅Action Items
The Action Items tab is where inbound client requests land. These require your direct follow-up.
Pre-qualification requests
Triggered when clients explore listings or request prequalification.
Your move: Follow up and log pre-qual info under the Buying tab of their profile.
CMA requests
Triggered when a client tunes their home value and requests a professional opinion.
Your move: Reach out to discuss their intent and provide or coordinate a CMA.
👥Leads
The Leads tab displays new contacts who came in through your personalized Homebot landing page(s) or by client referral.
Action: Send a video message introducing yourself to connect quickly. Simply check the box to the left of their name and click Send video.
🚨Maintenance
The Maintenance tab contains data hygiene lists. Clients here may require action to maintain accurate data or keep them engaged effectively.
Email Issues
Clients who have unsubscribed, have invalid emails, or marked messages as spam.
Your move: Reach out directly; consider deleting the client or updating their contact information.
Incomplete
Clients missing home or buyer details.
Your move: 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
Clients whose home data couldn't be pulled automatically.
Your move: We automatically send a Missing Home Value email to the client until they complete the home valuation flow. You can keep the client in your account while they complete this process, or delete and re-add them in about six months as our data provider may update their information.
🚨 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.
📋Managing Your Lists
Removing clients from a list
You can remove a client from any Opportunity list directly — no need to contact support.
Removing a client from a list snoozes them from that list only; they'll remain in All Clients and will automatically reappear on the list if they re-qualify in the future.
To remove a client from a list:
Step 1: Select the list
Step 2: Check the box to the left of their name (or select all checking the box at the top of the list)
Step 2: Click Remove from list
Step 3: Confirm your selection
Deleting clients from your account
You can delete clients one at a time or in bulk from the All clients opportunity list and from the Email issues list under the Maintenance tab.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.