The Home Digest is where your clients get real-time insights into their home’s value, equity, and financial opportunities. Each module is designed to help them make smart, wealth-building decisions with their #1 asset.
Watch a video walkthrough below or continue reading this article to learn more!
Home Digest Experience Overview
When you add a homeowner to Homebot, they’ll automatically receive a welcome email containing access to their highly personalized home wealth report, typically within 24 hours, and about every 30 days after that. Clients don’t need to opt in or create login credentials to use Homebot. They'll simply click the call-to-action in the email to get started.
Learn about the automated emails and how to turn them off HERE.
🚨Best practice: Customize the welcome email! It’s the first message your clients receive from you through Homebot, so make it count. View the welcome email and learn how to customize it HERE.
You can also create and embed a personalized welcome video for homeowners. Learn about it HERE.
Explore Modules
🔍 Home Value & Market Insights
Home Value Module: See the current estimated value of the home.
Tune Value: Clients can adjust their value if they believe it’s off—great for starting conversations.
Market Temperature: Understand if it's a buyer’s, seller’s, or neutral market.
W.I.N. (What’s Important Now): Personalized insights based on what matters most right now.
💰 Payments & Refinance Opportunities
Principal vs. Interest Breakdown: View how much of each payment goes to principal vs. interest.
Refinancing Scenarios: Explore current refinance options and savings estimates.
Extra Payments: See how additional principal payments can impact loan payoff and interest saved.
🏠 Purchasing Power & Equity Tools
Purchasing Power Module: See if their equity could help them buy a new home.
Equity Explorer: Discover cash-out, move-up, or investment opportunities based on current equity.
🛏️ Airbnb Rental Potential
Short-Term Rental Income: See how much they could earn by renting their home or a portion of it on Airbnb.
📊 Where Does the Data Come From?
Estimated Values (AVMs): Homebot uses advanced algorithms and a blend of industry-leading data sources. Clients can also help fine-tune their home’s value by submitting sold prices or appraisal data.
Market Data: Provided by Altos Research, covering 20,000+ local markets across the U.S.
Loan Details: Pulled from public records and your inputs. Clients can update these if anything looks off.
Refinance Rates: Updated weekly from Freddie Mac, rounded up 1/4 point to remain conservative. Homeowners will only see their refi opportunities if they've had their loan for at least 5.5 months.
👉 Pro Tip:
Encourage your clients to interact with their digest regularly. The more they explore, the more likely they are to reach out, ask questions, and raise their hand for your help!