Homebot allows integration with Mortgage Coach so clients can request TCA's straight from the platform.

Requirements for integration:

  • A Mortgage Coach account (any subscription level)
  • Homebot Lender Pro account

HERE'S HOW IT WORKS:

When your client selects the refi options, they'll be able to get a detailed breakdown of rates.

Once filled out, we'll send you the following information:

  • Client name
  • Home address
  • Current loan details
  • Refi loan type (30 yr fixed, 5/1 ARM, etc)
  • The rate Homebot showed
  • If a CMA has been performed OR if an AVM has been tuned, then we can send over the AVM

HOW TO TURN IT ON:

You'll want to first find your API key in your Mortgage Coach account but no worries, we've made it easy for you to find. Watch this video:

Then, go to your Homebot account and select the Customize tab from the navigation bar. Then, select Get started on the Mortgage Coach card.

Then, fill out the following form.

Next, select the sending options for the TCA. You have the following options:

SENDING OPTIONS -

  • Review TCA before Homebot auto-sends it
  • No review, TCA sent immediately to the client
  • Send the TCA yourself when you're ready

TIME PERIOD SENT -

  • 1 hour (recommended)
  • 24 hours
  • 3 days
  • One week

Have questions or need further support? Email us at [email protected]

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