Table of Contents
1. Driving Client Engagement
Engagement doesn't happen by accident. It happens when you act on the signals your clients give you. Homebot makes it easy to see when someone is curious, exploring options, or ready to take the next step. The key is knowing how to respond in ways that feel timely, personal, and valuable.
Open the Weekly Leaderboard Email every Monday to find your most engaged clients from the previous week. Learn about that here.
Use the Activity Feed to Spot Client Signals
Your activity feed is a window into client intent. Look for patterns like:
Exploring refinance scenarios
Using financial calculators
Saving property listings
Tuning their home's value
Exploring their selling position
Frequently opening their monthly digest
These behaviors are invitations to engage. Use them to:
Guide with context: "I noticed you ran a refinance scenario. Want me to double-check the numbers with you?"
Start conversations naturally: "I saw you saved a property. Would you like me to connect you with a trusted agent to learn more?"
Ask for referrals (when engagement is strong): "You seem to be getting a lot of value from Homebot. Do you know anyone else who might benefit from this kind of insight?" Pro tip: Let them know about the Share button at the bottom of their Home Digest.
👉 Best practice: Sometimes it's better to not let them know you saw them active in Homebot. It might be better to lead with an opener like, "I noticed some movement in your market and noticed you might be in a good position to sell. Let me know if you ever have any questions about your market or how your neighborhood is doing."
OR
"I noticed you've gained quite a bit of equity in the last year. Id be happy to send you some information on how you can make that money work for you."
Turn Financial Calculators into Educational Moments
Financial calculators aren't just tools — they're opportunities to educate and advise. When clients explore affordability, short-term potential, or buy-downs, step in to explain the "why" behind the numbers, clear up confusion, and help them connect the dots to their bigger goals.
👉 Best Practice: Use calculators as a way to position yourself as the trusted guide who simplifies complex decisions. Education builds confidence, and confidence leads to action.
Prioritize Outreach with Opportunity Lists
Opportunity Lists help you focus your energy where it matters most. Watch for:
Clients with Likely-to-sell scores of 60+
Homeowners with High equity or Ready for refi
If you don't have a phone number on file, don't let that stop you — add them to a personalized email campaign outside of Homebot, or send a quick video message (individually or in bulk) to stay top-of-mind.
👉 Best Practice: Consistent touchpoints with your most engaged clients increase the chances they'll choose you when the time is right.
Follow Up on High-Intent Clicks
If a client clicks your calendar link or loan application link, it's a clear signal of interest — and we'll populate these events in your activity feed. Follow up quickly:
"I saw you clicked on my calendar link. Would you like me to reserve a time for us to connect?"
"Looks like you started exploring the loan app. Want to hop on a quick call to go over your options together?"
👉 Best Practice: Speed matters. Following up within 24 hours maximizes the chance of converting interest into a conversation.
Additional Resources
2. Lead Generation
Your personalized landing pages are more than just links — they're powerful tools for capturing and converting new leads. By sharing Homebot in the right places, you can spark curiosity, demonstrate your value, and build trust with buyers and homeowners before the first conversation.
Showcase Homebot at Open Houses
Open houses are a prime opportunity to impress buyers in person. With your landing pages saved as a widget on your phone and the Homebot mobile app downloaded, you can sign people up on the spot.
Highlight how Homebot helps them track affordability, listings, and equity.
Walk them through the app right there for an instant wow-factor.
Capture leads instantly, instead of just hoping they'll follow up later.
Quick Script (in person):
"Hey, let me show you something really cool. With this app, you can track your buying power and explore listings in real time. I can set you up in 30 seconds — what's the best email to send it to?"
👉 Best Practice: Make Homebot part of your open house toolkit. It's an easy way to turn casual browsers into leads you can nurture.
Promote Homebot on Social Media
Share your landing pages or app links on social to spark organic interest and position yourself as a value-driven professional.
Post about market updates with your Homebot signup link.
Share how Homebot helps homeowners track equity or buyers explore listings.
Use stories, reels, or short posts to drive quick engagement.
Quick Script (social caption):
"Curious what your home is worth or how much equity you've built? My clients use Homebot to track it all in one place. Get your free report here: [landing page link]"
👉 Best Practice: Always tie your social post back to a question prospects are already asking themselves — then position Homebot as the answer.
Add Homebot to Print Marketing
Add QR codes that link to your Homebot landing pages so readers can engage with you instantly from flyers, postcards, or neighborhood mailers.
Quick Script (flyer/postcard headline):
"Scan here to view your home's estimated value and explore your equity options for free."
👉 Best Practice: Keep it simple. A clear call-to-action plus a QR code makes it effortless for someone to connect.
Encourage Referrals from Happy Clients
Your best advocates are clients who already love Homebot. Ask during calls, meetings, or milestone moments — and consider pointing them to the Share button at the bottom of their Home Digest for easy sharing.
Quick Script (to client):
"I'm so glad you're enjoying your Homebot Digest! If you know anyone else who'd benefit from this kind of insight, feel free to share this link: [landing page link]."
Additional Resources
3. Using Video
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.
Use Market Moments as Conversation Triggers
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 email to all of your clients or prospects to get in front of their questions.
Quick Script (30–45 sec):
"Hope this message reaches you well. 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!"
Share Knowledge From Your Professional Network
Video is a great way to add value to your client relationships, but it doesn't always have to come from you! Do you know a financial advisor or CPA who can share valuable information that positions both of you as trusted guides?
Quick Script (30–45 sec):
"Hi, I'm [Professional Name], and I partner with [Your Name] to keep you updated on the latest market insights. Right now, [share a quick tip]. If you're wondering how this might affect your buying or selling plans, reach out to [Your Name] — we'd love to walk you through it."
Embed Video into the Homebot Experience
A short, evergreen video keeps you in front of your entire database and reminds clients that you are the expert to turn to. You can embed welcome videos, refi explainers, Ssould you sell now type walkthroughs, and more.
A single embedded video works for every client, giving you broad impact without needing one-to-one outreach every time.
Personalize Milestone Moments
Home anniversaries and annual reviews are perfect for personalized videos. Record yourself walking through a client's Home Digest to show them how their equity has grown.
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 — let me know when you'd like to connect!"
Additional Resources
4. Strengthening Agent Relationships (for LOs)
Strong agent partnerships don't just grow your network — they multiply your opportunities. By leveraging Homebot's co-sponsorship features and Partner Intel insights, you can position yourself as the financing expert that agents want in their corner.
Use Co-Sponsorship as a Value-Add and Conversation Starter
Co-sponsorship allows you to partner directly with real estate agents so you both stay in front of the client: the agent for real estate related questions and you for financing. This positions you as a strategic partner, not just another lender.
👉 Best Practice: Offer the Freemium plan to get agents started at no cost to either of you. Freemium is only available through a loan officer and allows the agent to add up to 25 clients.
Quick Script (agent outreach):
"Hi [Agent's Name], I'd love to help you stay connected with your clients in a really valuable way. I can co-sponsor you in Homebot at a reduced cost, and every time your clients explore listings or buying scenarios, you'll be the first to know! It's a simple way to keep us both top-of-mind. Want me to show you how it works?"
Add Agents as Preferred
Every client in your account can have a preferred agent added to their team — no subscription required. Preferred agents are featured on your clients' Home Digest in real-estate-related modules and on every listing in Home Search. They'll also be notified if a client asks a question about home value, their neighborhood, or a specific listing.
This might be a great segue into co-sponsorship at some point. Or at the very least, you present yourself as someone who wants to keep them in the loop without expecting anything in return.
Use Client Engagement to Spark Agent Conversations
Your activity feed and Key Client Lists reveal when clients are showing intent to buy or sell. Instead of managing those opportunities alone, share them with your trusted agents.
Hand off CMA requests directly to agents.
Connect clients who saved listings or showed interest in selling.
Use high engagement as a reason to loop in your agent partner.
Quick Script (to agent):
"Hi [Agent's Name], one of my clients, [Client's First Name], has been really active in Homebot — saving listings and opening their digest regularly. This might be a great time for you to connect with them. Want me to make an introduction?"
Use Partner Intel for Smart Prospecting
Partner Intel makes it easy to identify high-performing or up-and-coming agents who could become strong referral partners. Filter by transaction volume, specialties, or activity. Favorite agents to receive listing alerts and track their activity. Reach out with tailored value that resonates with their goals.
Quick Script (prospecting):
"Hi [Agent's Name], I saw you've been active in [area/price range] and are having a strong year. I work with a lot of buyers who are exploring options in that market, and I'd love to explore how we could support each other. Would you be open to a quick chat?"
Additional Resources
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.