When your homeowner clients receive Homebot for the first time, you can welcome them with a video introduction. The video will appear in Homebot the first time they open it.
START CRAFTING YOUR VIDEO SCRIPT
Welcome clients to Homebot by walking them through their personalized home finance report and pointing out opportunities to grow their wealth.
Talking Points and Scripting Ideas
- Introduce yourself
“Catie here with Homebot Loans.”
- Give a quick summary (30-45 seconds) on why Homebot is valuable to them as a homeowner
“Welcome to your home value report! This dynamic report will track your home value month over month and allow you to stay in-the-know about how your local market is performing. Plus, discover opportunities to save money and grow your home wealth using your home equity. There’s so much here for you and I can’t wait to hear what you think.”
- Wrap up with a call to action
“If you have questions on how to use Homebot or leverage it so that it works best for you, please reach out. Enjoy!”
Other ideas: Share success stories or ideas on how to leverage Homebot now and over time.
Check out Homebot Pro, Grant Horvath's, example video: