As a lender, when you add a prospect or buyer to your account, they’ll automatically receive a Welcome Email introducing them to the Home Search experience. However, to ensure they start receiving Homebot, you’ll need to provide one of the following key details:
A home address, or
Prequalification information
If this information isn’t included, the client will appear in your Incomplete Key Client List within your database and instead of the Welcome Email, they’ll receive a Buyer Opt-In Email prompting them to complete their information.
What is the Buyer Opt-In Email?
The Buyer Opt-In Email is designed to engage your incomplete clients and prompt them to provide the missing information. This ensures they can start receiving valuable insights and updates.
If a client receives the Buyer Opt-In Email and unlocks their Homebot, their profile will automatically update and they’ll begin receiving the Home Search experience as intended.
Key Points to Know
Who receives it: Buyers and prospects without a home address or prequal information.
When it sends: Automatically, in place of the welcome email.
Purpose: To encourage clients to share the details needed so they can unlock the full Homebot Home Search experience.
Example of the Buyer Opt-In email
Learn how to add buyers
Click the links below for step-by-step instructions:
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account!