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Best Practices for Lenders and Agents
Best Practices for Lenders and Agents

6 smart ways to add Homebot to your outreach strategy and more!

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 3 weeks ago

Whether you've already added clients or just getting started, now is the time to optimize your Client Engagement Portal.

In this article, we'll cover the best practices listed below. Click the links to jump ahead!

Get proactive with client engagement data

Best practice number one is to log in at least once a week to see how the reports are performing and who in your database is engaging.

Below are 6 actions you can take (in no particular order) when logging in once per week.

Action step 1: Take a look at your 30-day performance snapshot at the top of the DASHBOARD tab. If your click rate is under 40%, consider sending a video email to boost engagement.

The average click rate on Homebot is between 40-50% with clients that you've at least spoken to or worked with in the past. Video email is a great way to boost engagement and deliver market updates and trends. More on Video email HERE.

Action step 2: Check for any updates under Listing Alerts located just below your Performance Snapshot. Use this information to stay informed on whether one of the homeowners in your database has listed their home. Learn more about listing alerts HERE.

Action step 3: Scroll down to view your Highly engaged clients. Create a call list of 2-3 people and use Homebot as a conversation starter. Tips for using Homebot as an icebreaker HERE.

If you don't have a phone number for a client, consider sending a personalized video message while previewing their report. More on that HERE.

Action step 4: Check your Messages section to ensure you're current on any direct messages sent to your email.

To respond to a direct message, either pick up the phone or reply to the email you received from us, and it will reach your client. To find the message in your email inbox, search for Homebot as the sender. Not seeing it? Check your spam folder.

Action step 5: Head over to the CLIENTS tab to take a deeper look at client engagement, starting with Key Client Lists. Key client lists include people you may want to contact, update, or keep an eye on.

For example, if you click on Timely Opportunities and select the Likely to Sell card, we'll populate all of your clients with top scores in the master list below.

A full list of key client lists and best practices can be found HERE.

Action step 6: Sort your clients by interest rate or likely to sell score and reach out when the time feels right. If you have clients with Likely-to-Sell scores above 60, consider reaching out or adding them to targeted marketing campaign.

Customize your profile

  1. Add a welcome video for homeowners and buyers to (re)introduce yourself and remind them that you're the expert to turn to. Find more ways to customize the reports using video here.

  2. Customize the welcome email

  3. Add your custom loan application URL (for lenders only)

  4. Add your custom booking link

  5. Connect your custom IDX (for agents who are co-sponsored by a lender)

  6. Add a custom disclaimer

  7. Add brand details if you plan to co-sponsor agents (for lenders only)

  8. Connect integrations, like BombBomb and Mortgage Coach

Additional best practices

  1. Add Homebot to your new client intake and closing processes. Learn how to introduce Homebot to clients and prospects here.

  2. Partner with agents or a lender to enhance your client experience.

  3. Promote the mobile app. Since launching in 2023, we've seen triple the engagement on mobile compared to the web.

  4. Add your Homebot lead gen pages to your marketing initiatives.

  5. Join our weekly best practices training:

  6. Join our Facebook groups to share ideas and hear from other lenders and agents.

Seller best practices

  1. Embed a Should You Sell video

  2. Sort all clients by Likely-to-Sell score under the CLIENTS tab

  3. Check key client lists for homeowners who are Active or requesting CMAs.

  4. Add a homeowner intro video

  5. Send a video email to your homeowners

  6. homeowner lead gen page

Buyer best practices

  1. Check your key client lists for clients who self-added as a buyer, needs a pre-qual, high likely to sell score, or Active

  2. Promote the Homebot mobile app to provide a branded and safe home search experience for your clients and leads.

  3. Learn the value of the Homebot home search experience

  4. Add any preferred agent (on or off Homebot) to every buyer client

  5. Send a video email to your buyers

  6. Add a buyer intro video

  7. home search lead gen

  8. Embed a Pre-qual video

  9. Embed a New Home purchase video

Refi best practices

  1. Check your key client lists for clients who are motivated to refi.

  2. Sort all clients by interest rate under the CLIENTS tab

  3. Embed a Refinance video

  4. Send a video email to clients who are ripe for a refi

  5. Send a video email to homeowners

  6. Send an individual client a video message and point to the cash-out or refi module

Related Articles
Benefits of Having a Lender Co-Sponsor
Video Manager and How it Works
Agent Weekly Workshop Series
How do I work with my lender or agent?
Brief Overview of How Homebot Works
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