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:
Call your client right away
Get an understanding of their financial goals
See if they’d like an introduction to a specialist you trust
Ask both your client & the expert to share Homebot with their friends and family!