Welcome your past clients to Homebot with a personal touch.
By adding a custom Homeowner intro video, you’ll greet clients the very first time they open their Home Digest. This is your chance to reinforce your role as their go-to expert for questions about their property or home equity.

In this article, you’ll find:

For step-by-step instructions on how to embed this welcome video (and other videos) into your client’s Homebot experience, click HERE.

Once a homeowner opens their Home Digest for the first time, they'll see your custom video located at the bottom right corner.

"Hi there, and welcome! I’m [Your Name], your loan officer at [company name], and I want to welcome you to your very first Home Digest that’s made just for you!

It’s a personalized report giving you insight into your home’s value, your equity, and smart ways you can use that equity to build wealth. Think of it as your monthly financial health check-in for your home.

As you explore, you’ll see different scenarios, like how you could pay off your mortgage faster, what it might cost if you used your equity to move into a new home, cash-out scenarios, and how your neighborhood and selling position adjust as the market changes over time. Everything in here is designed to help you make confident, informed decisions.

And the best part? You don’t have to figure it out alone. I’m here as your partner. If something sparks your interest or you have a question, just reach out. I’d love to walk through it with you.

You can click on the pink chat bubbles throughout the report to send me a direct message, or use my contact information at the top to email or call me. I’d be happy to hear from you!

Thanks again for trusting me to be part of your journey. I can’t wait to help you make the most of your homeownership."

Other ideas: Share success stories or ideas on how to leverage their equity to build wealth.

Check out Homebot Pro, Grant Horvath, in the example video below: