As your clients engage with their Homebot, we track that activity and display it in real-time within your master Activity Feed. You can also view a detailed activity feed for each individual client on their profile, giving you deeper insight into their interests and behavior.
This article will walk you through how to locate the activity feeds, interpret the client events, and take action based on those insights.
Click the links below to jump ahead:
How to find the activity feed
To view the master Activity feed, navigate to the Clients tab and select Activity.
How to find an individual client's activity feed
Navigate to the Clients tab and click on your client's name (anywhere in blue letters) to be taken to their profile where you can view their individual activity feed.
Client events for homeowners
Below is a running list of client events that you might see under a client's profile. Client events provide details about a client's engagement (pictured next to the arrows in the image above).
Click HERE to learn more about the Home Digest.
new client lead | A new client signed up through one of our lead generation tools: widget, PURL, etc |
added home | Homeowner self-added a home; you'll be notified via email |
started buyer onboarding | The homeowner has enough equity to explore their buying power and created a buyers profile |
updated loan balance | Client updated their loan's unpaid balance; you'll receive an email notification |
loan application cta click | The client clicked on the "Explore your financing options" button within the homeowner or buyer report. (Applies to lenders only) |
tuned home value | Client adjusted their value in the digest |
requested CMA | The client requested a CMA from the home digest; you'll receive an email notification |
visited Covered | The client clicked the 'Go to Covered' button in the Insurance Module from the home digest |
messaged you | The client sent a direct message from the home digest; you'll receive an email notification. |
TCA request | The client requested TCA for refi options
*Must have Mortgage Coach integration turned on. Homebot Pro subscription required. |
adjusted years in home | The client interacted with the refi slider in the home digest |
viewed | The client viewed the home digest |
viewed new home panel | Your client clicked on the 'Purchase a new home' panel from their digest to explore how they could leverage their equity to perhaps purchase a new home. |
viewed home's market | The client explored their selling potential |
clicked {25-year fixed} | The client clicked to view a refi option in the home digest. |
Client events for buyers
Click HERE to learn more about the Home Search experience.
buyer direct message | The client sent a DM from the buyer's app; you'll receive a notification via email. |
updated buyer profile | The client made changes to their buyer profile. |
self added buyer | The client self-registered as a buyer; you'll receive a notification via email. |
showing request | The client requested a showing for a home listing. |
opened buy down details | exploring buy down options |
open house added to calendar | added an open house to their calendar |
saved search created event | client saves a search |
listings prequal request | requested a prequal for specific listing |
loan application cta click | clicked to view your loan application URL |
used short term rental calculator | interacted with the short term rental calcualator |
Added zipcode} | Client added or removed a market (ZIP code) from their buyer settings. |
🚨Best practices
Create a call list of 2-5 people and use Homebot as a conversation starter.
Before you call, be sure to preview the client's activity and/or homeowner report to better understand their situation and interests. Learn how HERE.
Another great way to drive the next organic action is to send a personalized video to a client while previewing their report.
Have questions?
Send customer support a direct message using the pink message icon in the bottom right-hand corner of your account!