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 is not included, the client will appear in your Maintenance tab under Incomplete clients and instead of the Welcome Email, they’ll receive a Buyer Opt-In Email prompting them to complete their information.
Real estate agents do not need to include a home address or prequalification information when adding a buyer or prospect. They only need to provide the client’s first name, last name, and email address to start sending the Home Search experience. Therefore, this buyer opt-in email does not apply to real estate agents.
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!