Before reaching out to a client, we recommend previewing their Home Digest or Buyer Activity to better understand their position and level of engagement.
For Homeowners
Previewing their Home Digest and activity helps you understand their position in the market what they're looking at each month. To do this:
Click on the client's name (in blue) anywhere in your account, or search for them under the CLIENTS tab.
Select Preview Client Report, then click on their home address to view their Home Digest.
Click the Activity tab to see their engagement details.
For Buyers
To explore their Home Search experience (with some limitations), follow the steps below.
Click on the client's name (in blue) anywhere in your account, or search for them under the CLIENTS tab.
Select Preview Client Report, then click Search to preview Homebot Home Search.
If you’d like to reach out to a buyer, check their Activity to get a better understanding of their engagement. Follow the steps below and refer to the image for guidance.
Click on the client's name (in blue) anywhere in your account, or search for them under the CLIENTS tab.
Click the Activity tab to see their engagement details.
What's next
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.