As your clients engage with their Homebot reports, we're capturing that information and displaying it in real-time in your Activity feed. Additionally, each client in your account has an individual activity feed.
This article guides you through finding your activity feeds, understanding the data, and what you can do with it.
How to find your activity feed for your database
Navigate to the CLIENTS tab and select the Activity subtab.
How to find an individual client's activity feed
Navigate to the CLIENTS tab and click on your client's name to view the activity feed on their profile.
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 | The client explored their selling potential |
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 practice
Create a call list of 2-5 people and use Homebot as a conversation starter. Preview the client's profile and homeowner or buyer report before reaching out. 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!