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 |
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. |
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. |
Have additional questions? Send us a chat using the pink message icon in the bottom right-hand corner!