Video Email is a great way to boost engagement on Homebot and deliver a message to your database at scale. Video Email can be used once per week, delivered to either all of your homeowners, all of your buyers, or clients who we consider are Ripe for a Refi.
Video Email can be used for:
Delivering market updates and trends
Calling attention to new Homebot features
Summarizing an interesting article you've read
Inviting your database to an event
Follow the below steps for using Video Email:
Step 1: Choose your Video Email audience.
Video Email for Homeowners
Video Email for Buyers
Video Email for clients who are Ripe-For-Refi*
*Criteria for clients who are Ripe-For-Refi:
Up to 60% equity (current AVM to est. loan balance)
30-year primary loan term with an interest rate above 3.5%
6+ month closed loans
Step 2: Craft your script and record your video on your smartphone, laptop, or camera. You won't be able to change the email after it's sent, so be sure you're happy with what you've created.
Step 3: Upload your video to a streaming platform. Choose from BombBomb, Pitchhub, or YouTube.
Step 4: Add the appropriate information into the correct section of Video Email. Find instructions here.
Step 5: Preview the video.
Step 6: Check the box to acknowledge the video is in accordance with your company's compliance regulations.
Step 7: Click "Next" and then "Yes" to send the video to everyone with a valid email.