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Module Overview: Equity Explorer
Module Overview: Equity Explorer

Learn how the equity explorer module works, leverage it for cash-out refis, and use the opportunities to build a referral network.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

Homebot is a fantastic conversation starter that displays opportunities to leverage equity for eligible clients.

Clients with more than 35% of accrued home equity (totaling 25K or more) can explore ways to exercise and protect their equity.

Additionally, homeowners with 35% equity will see a notification in their monthly home report email, highlighting their estimated equity. The email will include a call to action inviting them to explore ways to leverage their equity, directing them to the equity options module in the homeowner report.


You may receive emails from clients asking to learn more about their options:

Start leveraging client cash-out refis to create a referral network by connecting your client with the relevant expert:

  • Financial advisors (CPAs & CFPs)

  • BNI groups

  • Debt specialists

  • Contractors & green energy companies

When a client sends you a direct message about using their equity:

  1. Call your client right away

  2. Get an understanding of their financial goals

  3. See if they’d like an introduction to a specialist you trust

  4. Ask both your client & the expert to share Homebot with their friends and family!

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