The Homeowner Check-In is a new check-in flow on the “Your Market” module of the Home Digest. This check-in helps capture where client's are in their home ownership journey by asking simple, personalized questions about:
Whether they’re thinking about selling
Their potential timeline
Any related needs
Based on their answers, homeowners will see tailored follow-up questions, smart CTAs (calls-to-action), and options to connect with their loan officer, real estate agent, or other trusted professional on Homebot.
Why it matters
This feature is all about personalization.
For homeowners: It creates a guided experience with relevant next steps, so they’re not left guessing what to do.
For professionals on Homebot: It provides timely insights, making it easier to understand clients’ needs and step in at the right moment.
Ultimately, this builds a smoother, more meaningful ownership journey while also paving the way for a more robust seller experience in the future.
How it works
When it appears:
New clients/homeowners see the check-in after their second view of Homebot.
For existing clients/homeowners receiving Homebot who have already reached this point, they’ll see it immediately.
Frequency:
The check-in is available for a two-month window.
It then reappears once a year to capture updated intentions.
Low-friction design:
Homeowners can skip questions at any time.
Even partial responses are helpful and captured for insight.
Client events & tracking:
Responses generate client events, which appear in the Activity feed (more on that below).
This data also feeds into the Moving Key Client list for easy follow-up.
Example of check-in flow
In the Your Market module of the Home Digest, the check-in appears at the top and begins with a simple question:
“How long do you plan to stay in your current home?”
From there, the homeowner is guided down one of two tracks:
Track 1: Preparing to Move (Under 1 Year)
If a homeowner indicates they plan to move within the next year, we’ll assume they may be preparing to buy or sell. They’ll see follow-up questions such as:
“Why are you planning a move?”
“When do you want to move?”
We’ll then ask:
“What could you use help with?”
At this point, they’ll have the option to send you a direct message, opening the door for timely engagement.
Track 2: Longer-Term Ownership (Over 1 Year)
If a homeowner plans to stay longer than a year, they’ll move into the ownership track. Here, they’ll be asked:
“Do you have any near-future financial goals?”
Based on their answer, they can either explore more insights within their Home Digest or choose to reach out to you directly for guidance.
Track 1: Here's how it works choosing Under 1 year:
and how it will show up in your activity feed. Be sure to click on home check-in in blue letters to view their answers and next steps.
