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Buyer Self-Upgrades to a Homeowner

Erica McGarvey avatar
Written by Erica McGarvey
Updated yesterday

Buyers can opt into the Home Digest experience in a few ways:

  • From the revamped Home Search email for buyers

  • Directly through Home Search, on every listing, and the For You page

Learn about the automated monthly emails for buyers HERE and Home Search HERE.

This might come in handy when:

  1. Your buyer purchases a home and can add their property address for Home Digest content and insights.

  2. You have a large database of past clients you don’t want to pay for just yet, you can still engage them without using up your billable homeowner slots.


What happens when a buyer self-upgrades to a homeowner

Once a buyer opts-in, they’ll receive a highly personalized Home Digest in addition to the Home Search experience they’re already enjoying, making this a seamless, value-packed upgrade.

When a buyer self-upgrades to a homeowner, you’ll be notified by email regarding your new homeowner count.


Database Optimization

We want to make sure you’re only paying for engaged clients so we built in some automation to help. Enter: the magic of Database Optimization.

Here’s how it works in this case:

When a buyer self-upgrades to a homeowner, we’ll automatically swap out an unengaged homeowner, if one is available. Here’s what happens:

  • The unengaged homeowner will be converted to a buyer, count toward your buyer total, and will no longer receive Homebot content.

  • This ensures your total number of billable homeowners stays within your plan limit.

What If No One's Available to Swap?

If there are no unengaged homeowners available to swap, and the self-upgrade causes you to exceed your homeowner limit:

  • You’ll receive an email notification with the option to manually downgrade another client from homeowner to buyer.

  • If no action is taken, the new homeowner will be added and your bill will adjust accordingly.

Have questions?

Contact customer support using the pink icon located at the bottom right corner of your account.

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