Nothing builds trust and connection faster than seeing and hearing from you directly. Video messaging adds a human touch to your outreach, helping clients feel like you’re speaking to them, not just at them. Whether it’s a quick update, a personalized walkthrough, or a special occasion message, video turns your communication into a lasting impression.

This guide outlines best practices for using video to strengthen relationships and stay top-of-mind, plus quick scripts you can start using today.

When rates shift, home values rise, or local market trends make headlines, your clients are already thinking about what it means for them. Send a short video update to get in front of their questions.

Quick Script (30–45 sec):
“Hi [First Name], I wanted to share a quick update: [interest rates just dropped / home values in our area have gone up / there’s a new market trend]. Here’s what it could mean for you: [brief impact]. If you’re curious how this applies to your own situation, let’s set up a quick call and run the numbers together. I look forward to hearing from you!”

👉 Best Practice: Timely videos show that you’re proactive and informed which is exactly the kind of expert clients want by their side.

Learn how to use video email here.

Video is a great way to add value to your agent partnerships. Record a short message that positions both you and your agent partner as trusted guides.

Quick Script (30–45 sec):
“Hi, I’m [Your Name], and I partner with [Agent’s Name] to keep you updated on the latest market insights. Right now, [share a quick tip like affordability strategies, buy-down options, or local housing trends]. If you’re wondering how this might affect your buying or selling plans, reach out to me or [Agent’s Name]. We’d love to walk you through it.”

👉 Best Practice: Video strengthens your partnership with agents by helping them shine in front of their clients while also expanding your visibility.

If you want to send a video email to your agents database, share the video URL/embed code/ID with the agent so they can share it from their account.

Learn how video email works here.

Homebot makes it easy to embed video directly into your clients’ experience. A short, evergreen video keeps you in front of your entire database and reminds them that you are the expert to turn to.

Quick Script for a welcome video (60 sec evergreen):
“Hi, I’m [Your Name]. Thanks for checking out your Homebot Digest! This tool is all about helping you understand the power of your home equity and how you can make smart financial decisions. Feel free to explore the different scenarios, your market/selling position, and when you have questions please don't hesitate to reach out. I’d love to answer your questions and guide you through your options.”

👉 Best Practice: A single embedded video works for every client, giving you broad impact without needing one-to-one outreach every time.

Learn about embedded videos here.

Special occasions like a home anniversary or annual review are perfect for creating personalized videos. Record yourself and your screen while walking them through their Home Digest.

Quick Script (60–90 sec personalized):
“Hi [First Name], happy [home anniversary / annual review]! I pulled up your Home Digest, and I wanted to show you a couple highlights. Over the past year, your home value has [gone up X% / built significant equity]. That could open up options for [refinancing, moving up, investing, etc.]. I’d love to talk through your goals and see how we can make the most of this equity. Let me know when you’d like to connect!”

👉 Best Practice: Milestone videos show that you care about the client beyond the transaction. Personal touches like this are what build loyalty and generate referrals.

Learn how to send an individual client a video message here.

Final Thought: Video messages don’t have to be polished or scripted. The magic is in the authenticity. A genuine message recorded on your phone will often land better than a highly produced video. Show up as yourself, and clients will remember it.