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Key Client Lists

Learn about key client lists and how you can use them to create call lists

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

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.

  • 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

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

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