As your clients engage with their Homebot reports, we're capturing that information live and recording it in your Activity feed:

In addition to the activity tags below, we'll let you know if a client took action on the web or the Homebot Mobile App.

Dive into your rich client behavioral data using our cheat sheet below and start discovering lead opportunities today!

FOR HOMEOWNERS

Learn more about the Home Digest Report.

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
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.

FOR BUYERS

Learn more about the Buyers Report.

messaged you	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.
Added {zipcode}	Client added or removed a market (ZIP code) from their buyer settings.

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