Your Activity Feed and weekly leaderboard email are two places you can view clients who are engaging with their Homebot reports.
There are two filters in the activity feed that once selected, will display any clients who are showing interest in refinancing or selling their home. This is based on a combination of client behavior in the homeowner report and their financial profile. When this happens, those people will also show up in your weekly leaderboard email which contains your top engaged clients.
Below, we'll show you how to filter your Activity Feed to find Motivated Clients and how to read the weekly leaderboard email.
There are two types of Motivated Clients:
Motivated for Refi
You'll receive a Motivated for Refi Alert if your client matches the following criteria:
- Their loan was originated more than 6 months ago
- Their monthly payments would decrease if they were to refinance
- They interacted with the Refi Slider, or viewed Refi Details, or requested a Mortgage Coach TCA
Motivated to Sell
You'll receive a Motivated to Sell Alert if your client matches the following criteria:
- They have owned their home for two years or more
- They have positive home appreciation or positive home equity
- They viewed the "Should You Sell" panel
Where to view Motivated Clients
When your client meets the criteria necessary to be considered "Motivated to Refi" (as noted above), they will be listed at the top of your Leaderboard email. This way, you'll never miss an opportunity to engage with Motivated Clients!
How to proactively find your Motivated Client opportunities
Don't want to wait for your Leaderboard email? You can always log in to your Homebot and use the Motivated Client filter(s) in your Activity Feed.
Not seeing any motivated clients on the Activity Feed or Leaderboard email?
Here are some ways you can drive more client engagement:
Try out the Bulk Client Uploader to get more clients into your Homebot. Let us do the heavy lifting and help save you time.
Scale your expertise and re-engage with your client database using video email.