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What the Activity Tags Mean in Your Activity Feed
What the Activity Tags Mean in Your Activity Feed

Learn what each activity tag by your client name means in the 30-day activity feed.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

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!


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


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.


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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