As your clients engage with their Homebot, we track that activity and display it in real-time within your 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 since they first received Homebot.
This article will walk you through how to locate Activity Feeds, interpret 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 Activity Feed, go to the Clients tab and select Activity. This feed provides a minute-by-minute view of which clients have recently engaged with their Homebot and exactly what actions they took. These actions—called client events—highlight specific engagement behaviors and are shown next to the arrows in the image below.
How to find an individual client's activity feed
To view an individual client’s activity feed, go to the Clients tab and use the search bar at the top to find your client by name and click on it to view their profile. The Activity feed on this page shows the client’s engagement history, starting from the first time they opened their Homebot.
Client events for homeowners
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 |
Viewed refi details | The client looked at their refi opportunities |
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 |
Client completed a home check-in for [their home address] | The client answered a short series of questions about how long they plan to stay in their home. |
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 |
client viewed the home digest | The client clicked the call to action in the monthly automated email to view their 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 for more details on a 25 year fixed refi option. |
Client events for buyers
Click HERE to learn more about the Home Search experience.
Buyer used the mortgage calculator on [listing address] | Buyer customized the mortgage payment calculator to better understand the monthly payment on specific listing. |
Buyer learned more about buydowns on [listing address] | Buyer clicked 'more info" (about buydowns) while using the mortgage calculator on a specific listing. |
Buyer viewed the seller concession page | Buyer looked at listings with seller concessions in one of their favorite markets. |
buyer direct message | The client sent a DM from the buyer's app; you'll receive a notification via email. |
Buyer viewed the listing for [listing address] | The client looked at a listing. |
Client viewed home search | Client clicked the call to action in the automated monthly email to view their home search experience. |
Buyer viewed photos for [listing address] | Buyer viewed photos for [listing address] |
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 |
Buyer 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 check out their activity and preview their Home Digest or Home Search experience to better understand their situation and interests. Learn how to preview a client's Homebot 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!