At Homebot, we position you as the expert throughout the monthly reports and our Mobile App.
Within every module, customers will find various ways of reaching you, including pink chat bubbles to send you a direct message. These messages include pre-written questions or an empty space to ask their own.
You'll receive a notification via email within moments, creating the perfect conversation starter between you and your client.
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!
Have additional questions or would like further support? Please send us a chat using the pink message icon in the bottom right-hand corner!