At Homebot, we position you as the expert. Throughout the home value report, clients are encouraged to message you directly with ready-made questions.

You'll receive notifications via email and text message within moments, creating the perfect conversation starter between you and your client.

Keep reading to learn how to leverage each message to create clients for life.

Looking for a specific question? Select the question you're curious about below:

From the Market Temperature Module -

  1. Should I sell now?

  2. How's my neighborhood doing?

From the Should You Sell Now Feature -

  1. Should I hold on to my house?

  2. Can you prequalify me?

  3. Do you know any buyers that would be interested in my home?

  4. How can I prepare my home to maximize my listing price?

  5. How's the market for buying?

From the Refinance Module -

  1. What are my cashout options?

  2. How long until I recoup closing costs?

From the Additional Payments Module -

  1. What are the trade-offs versus refinancing?

  2. What if I made a single large payment?

From the Purchase Power Module -

  1. What option is best for me?

  2. How do I get started?

  3. How can I finance a rental?

  4. Do I need to update my home?

  5. Does it make sense to sell now?

From the Equity Explorer Module -

  1. What option is best for me?

  2. What are my cashout options?

  3. What would my refi rate be?

  4. Should I use equity for home improvements?

  5. Can I build an ADU?

  6. Should I pay off my loans now?

  7. How do I pay off my credit cards?

  8. Can I finance solar panels with equity?

  9. What's the best use of my equity?

  10. How do I get started?

  11. How can I finance a rental?

  12. Do I need to update my home?

  13. Does it make sense to sell now?

  14. Can we chat through my goals?

From the Short-Term Rental Module -

  1. Can you help me get started?

  2. How else can short-term rental income help me?

Keep in mind! Clients can also send their own custom questions!

Learn more about where each question comes from + discover best practices for responding to them in the following sections:


Market Temperature Module


In the Market Temperature module, clients can look at how their market is doing based on their zip code and learn more about the selling temperature. Like, if it's a good time to sell (hot market) or if they should hold onto their home awhile longer (cool market).

Be the first to know if your client is considering selling when they send one of the following messages:

  1. Should I sell now?

  2. How's my neighborhood doing?

Here are the best practices for answering Market Temperature questions

  1. Preview your client's digest report to understand their individual situation better

  2. Call your client right away! "Hey, Holly! I received your question from Homebot and wanted to follow up with you. Are you thinking of selling? Are you currently working with a preferred agent?"

  3. Please direct them to the market temperature module to better understand their market

  4. Ask them if they are interested in selling.

  5. Find out if your client is working with an agent or if they'd like an introduction to a professional you trust for a detailed CMA.

  6. Ask your client to share Homebot with their friends and family!


SHOULD YOU SELL NOW FEATURE


From within the Market Temperature module, clients can better understand their selling position based on home appreciation/depreciation, cash position, and market temperature.

Be the first to know your client is considering selling when they send one of the following messages:

  1. Should I hold on to my house?

  2. Can you prequalify me?

  3. Do you know any buyers that would be interested in my home?

  4. How can I prepare my home to maximize my listing price?

  5. How's the market for buying?

Here are the best practices for answering Market Temperature questions

  1. Preview your client's digest report to understand their individual situation better

  2. Call your client right away! "Hey, Holly! I received your question from Homebot and wanted to follow up with you. Are you thinking of selling? Are you currently working with a preferred agent?"

  3. Find out if your client is interested in a detailed CMA.

  4. Please direct them to the market temperature module to better understand their market

  5. Ask your client to share Homebot with their friends and family!


ADDITIONAL PAYMENTS


From the home value report, clients can find tips to save interest over time and send you questions to ensure paying extra is the best course of action.

Start aligning your client's financial goals with their mortgage to grow wealth when client's ask you these questions:

  1. What are the trade-offs versus refinancing?

  2. What if I made a single large payment?

Best practices for answering questions from the Additional Payments section:

  1. Preview your client's digest report to understand their individual situation better.

  2. Review their rates, eligibility for a refi, and if refi makes more sense for them.

  3. Call your client right away!

  4. Get a better understanding of your client by asking about their goals.

  5. Ask your client to share Homebot with their friends and family!


Refinance Module


In the Refinance module, refi eligible clients can explore various loan options to understand potential savings better and request more information.

Clients can proactively reach out to you, indicating intent with the following questions:

  1. How long until I recoup closing costs?

  2. What are my cashout options?

Here are the best practices for answering questions from the Refinance Module:

  1. Preview your client's digest report.

  2. Review their rates, eligibility for a refi, and create a cost & savings analysis for your client to understand their individual situation better.

  3. Email your client the information, and then call your client right away!

  4. Once you get a better understanding of their goals, review potential scenarios with your client.

  5. Ask your client to share Homebot with their friends and family!

HOMEBOT PRO TIP: Automate your client's total cost analysis by POWERing UP using our Morgage Coach integration!


Purchasing Power Module


In the Purchasing Power module, Homebot gives eligible homeowners a glimpse into what they could potentially afford using their home equity. To be eligible, homeowners must have at least 25% equity or at least $10,000.00 to see this module. See scenarios in the image below:

Some of the questions you'll receive from clients within the Purchasing Power module include:

  • What option is best for me?

  • How do I get started?

  • How can I finance a rental?

  • Do I need to update my home?

  • Does it make sense to sell now?

Here are the best practices for answering questions from the Purchasing Power Module:

  1. Preview your client's digest to understand their individual situation better.

  2. Call your client right away!

  3. Get an understanding of their goals, timeline, etc.

  4. Ask them if they are working with an agent or if they’d like an introduction to a professional you trust

  5. Ask both your client & the agent to share Homebot with their friends and family!


Equity Explorer Module


In the Equity Explorer module, Homebot provides eligible clients (with more than 35% accrued equity) an opportunity to explore creative ways in which they can exercise their cash-out refi.

Some of the questions you'll receive from clients within the Equity Explorer module include:

  • What are my cash-out options?

  • What would my refi rate be?

  • Should I use my equity for home improvements?

  • Can I build an ADU?

  • Can I finance solar panels with equity?

  • Should I pay off my loans now?

  • How do I pay off my credit cards?

  • What's the best use of my equity?

  • Can we chat through my goals?

Here are the best practices for answering Equity Explorer questions

Think of the Equity Explorer module as an excellent opportunity to create a referral network. Review your contacts for:

  1. Financial advisors

  2. Debt specialists

  3. Green energy companies

  4. Construction contractors

Once a client reaches out to you about using their equity:

  1. Preview your client's digest to understand their individual situation better.

  2. Call your client right away!

  3. Get an understanding of their financial goals.

  4. See if they’d like an introduction to a specialist you trust

  5. Ask both your client & the expert to share Homebot with their friends and family!


Short-Term Rental Module


In the Short-term Rental module, Homebot provides your client insight into how well their home could perform as a short-term rental using data collected by AIRDNA.

Client's interested in learning more about using their home as a short-term rental can email you the following questions:

  • Can you help me get started?

  • How else can short-term rental income help me?

Best practice for managing short-term rental questions:

  1. Preview your client's digest to understand their individual situation better.

  2. Call your client right away to understand their goals better: Are they considering renting out their primary home? Are they hoping to buy another home?

  3. See if they’d like an introduction to a specialist you trust better to understand laws & regulations around AirBnB in their area.

  4. Ask your client to share Homebot with their friends and family!

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