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How can clients send a direct message through a Homebot report?

Learn how your clients can message you directly from their Homebot report.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

At Homebot, we position you as the trusted expert throughout your clients’ homeowner journey, home search experience, and within the mobile app.

Each module includes multiple ways for clients to reach out to you—most notably through pink chat bubbles that allow them to send you direct messages. These messages may include pre-written questions or a blank field for personalized inquiries.

You’ll receive an email notification within moments, giving you a timely and natural opportunity to start a conversation with your client.

IMPORTANT: There is no way to respond to a client's message from within your Homebot account. You'll need to either respond to the email you received from Homebot (it will reach your client) or pick up the phone and call.

Agents, please note: if you're co-sponsored by a loan officer, and one of your clients asks a financially focused question (refi's, prequals, and cash-outs), your loan officer will be contacted directly, and you will be cc'd on the email. This is the moment you can decide if the client asking the question is a lead for the lender, or not.

For a comprehensive list of pre-written direct messages from clients and how you can respond, click HERE!


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