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What the Activity Tags Mean in Your Activity Feed

Understand client engagement in your activity feed.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 2 weeks ago

As your clients interact with their Homebot, we capture that engagement and display it in real-time within the Activity feed. Additionally, each client in your account has an individual activity feed for more detailed insights.

This article will walk you through how to locate your activity feeds, interpret the data, 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, navigate to the CLIENTS tab and select Activity.


How to find a 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.


Activity tags for homeowners

Below is a running list of Activity Tags you might see under a client's profile. Activity tags provide details about a client's engagement (pictured next to the arrows in the image above).

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

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

clicked {25-year fixed}

The client clicked to view a refi option in the home digest.


Activity tags 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.


🚨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!

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