Video Email enables you to send a weekly video email to all of your Homeowners, all of your Buyers, or clients who we think are ready for a refi. It's a great way to boost engagement and deliver a message to your database at scale.
Real estate agents on Homebot will need a lender co-sponsor to use Video Email. Here's an article explaining the benefits of having a lender co-sponsor and another on how to secure one.
Why use Video Email
Delivering market updates and trends
Calling attention to new Homebot features
Summarizing an interesting article you've read
Collaborate with your cosponsored lender/agent or professionals in your network that could provide value to your database
Continue reading to learn how video email works and for a preview of what your clients receive.
How to send a Video Email
When you send a video email, it’s sent in addition to the automated monthly emails your database already receives. The message includes a clear call-to-action to watch your video. When a client clicks the CTA, they’ll be taken directly into their digest to view it.
Click HERE to skip ahead and preview the email.
Video Email Tips
Record horizontally for the best viewing experience.
Keep your tone natural and conversational—just be yourself!
If you're using YouTube, make sure your video is set to Public so it can be viewed without issues. For instructions on adding your video to a streaming platform and what information we need, see this article.
See an example script for Video Email HERE.
Once your video is ready, navigate to the Video tab and select the Video Email section.
Next, select the audience you'd like to send a video email to:
Homeowners
Buyers
Ripe for Refi (this option will only populate if you have clients that meet the criteria below)
up to 60% equity (current AVM to the estimated loan balance)
30-year primary loan term with an interest rate above current rates. The interest rate auto-updates every Thursday from Freddie Mac, and we round up a 1/4 point to remain conservative.
loan closed more than five months ago
You can also send video emails to your key clients—like those with high equity or a strong Likely to Sell score. It’s a great way to engage the right people at the right time. Learn more about how to do that HERE.
Once you choose your audience, click Get Started. We'll then let you know how many clients with a valid email will receive your message.
Side note: you cannot change the subject line of the video email.
Next, you'll need to select a video streaming platform and provide the information needed based on which one you chose. For instructions on adding your video to a streaming platform and what information we need, see this article.
Before saving, you can add a custom disclaimer to display at the bottom of the email. You'll then need to acknowledge that "this video is aligned with what I can legally offer and is in accordance with my company's compliance regulations."
Once you click Save, you'll confirm the video displayed is the one you want to send.
Once you confirm, we'll start sending the video email over a seven-day period, so not everyone will receive it on the same day. You'll be able to send another video email the following week.
Need to stop the video email from sending? Click 'Stop Email Send' in red below.
To track video engagement, please use the platform used to create the video (YouTube, BombBomb, Vimeo, Wistia, Loom, or Vidyard).
What it looks like for your clients
They will receive an email with the video linked to their homeowner or buyer report. Your client's name will be substituted for "Poncha".
Once the recipient clicks "View Message," they will be directed to their Homebot report, which includes your attached video.
Have questions?
Use the pink icon at the bottom right corner of your screen to send customer support a direct message or register for our weekly video training.