Homebot ensures your homeowner has the best options available to support them through each part of the homeownership's lifecycle.

Homebot now recommends different actions your Homeowners qualifies for through the What's Important Now section:

Below is a list of each What’s Important Now notification, when your client can expect to see them, and what opportunities they can yield for you!




Keep in mind:

  • These are dynamic and will vary by the homeowner
  • Client's will only see three scenarios at a time
  • Some options will only show to the client when eligible


If a homeowner’s sold date is in the next 90 days they will see this notification:

The homeowner will be taken to the home insurance module where they can learn more about finding the right home insurance for their situation:


If clients who have at least a 65% loan-to-value ratio, yielding at a minimum $25k, will be prompted to explore their cash-out refi options:

When client’s click ‘Get more details’ they’ll be able to explore a cash-out refi scenario and contact you at the click of a button:


Your clients love Homebot because it makes a difference in their life so they share it with family and friends! We’ve made it easier and put it at the forefront of their digest for quick-click access:

Client's who click 'Share now' will be taken to this invite form:


Homeowners with 35%+ equity vested in their home will be able to see the Dream Home - Purchase Power option:

Client’s who click ‘Get more details’ will be taken to a dream home scenario that ignites ideas on how they can leverage their equity:

Note: This Purchase Power Scenario figure multiples the client’s total home equity by 5 (capped at 150% of the current home value) and assumes a 30-year mortgage using Freddie Mac National Averages.


Homeowners will see the refi WIN if they are eligible to see the refi section AND if they will save monthly if they were to do a 30 year refinance:

Client’s can get more information by clicking, ‘Get more details’ and contact you directly:


Homeowners who have 40% - 70% loan-to-value ratios and that will make at least $10k will see the downsize and pocket cash opportunity:

If your client is interested in learning more, they can click 'Get more details' to acquire more information and contact you directly:

Questions? Email us at [email protected] or send us a chat!

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