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!
How to use engagement data to inform your outreach strategy, i.e. call lists!!
Customizing your profile by personalizing the welcome email, adding a welcome video, etc.
Additional best practices for sellers, buyers, and refi's, choosing a co-sponsor, the mobile app, and more.
Get proactive with client engagement data
Best practice number one: log in at least once a week to see how the reports are performing and who's 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 30 Day Performance at the top of your DASHBOARD. If your click rate is under 40%, consider sending a video email to boost engagement. Click rate refers to the percentage and number of clients who clicked the CTA within the monthly email. More on that HERE.
The average click rate 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 30 Day Performance Snapshot. Use this information to stay informed when homeowners in your database has listed their property. Lenders will also find listing alerts to co-sponsored agents and agents favorited in Partner Intel. Learn more about listing alerts HERE.
Action step 3: Scroll down to view your Highly engaged clients. These clients are 3.6x more likely to transact with you than less 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, consider sending a personalized video message while previewing their report. More on that HERE.
Action step 4: Check your Messages to ensure you're current on any direct messages sent to your email.
To respond to a direct message, either pick up the phone and call or reply to the email you received from us, and it will reach your client. To find the message in your email inbox, search Homebot as the sender. Still 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: Take a look at your Activty Feed. Take not of the actions your clients are taking and reach out when the time is right. For example, if you have a buyer looking at a property. Consider reaching out about getting pre-approved or offer to connect them with an agent or lender you trust.
Customize your profile
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.
Customize the welcome email
Add your custom loan application URL (for lenders only)
Add your custom booking link
Connect your custom IDX (for agents who are co-sponsored by a lender)
Add a custom disclaimer
Add brand details if you plan to co-sponsor agents (for lenders only)
Connect integrations, like BombBomb and Mortgage Coach
Additional best practices
Add Homebot to your new client intake and closing processes. Learn how to introduce Homebot to clients and prospects here.
Promote the mobile app. Since launching in 2023, we've seen triple the engagement on mobile compared to the web.
Add your Homebot lead gen pages to your marketing initiatives.
Join our weekly best practices training:
Seller best practices
Embed a Should You Sell video
Sort all clients by Likely-to-Sell score under the CLIENTS tab
Check key client lists for homeowners who are Active or requesting CMAs.
Add a homeowner intro video
Send a video email to your homeowners
homeowner lead gen page
Buyer best practices
Check your key client lists for clients who self-added as a buyer, needs a pre-qual, high likely to sell score, or Active
Promote the Homebot mobile app to provide a branded and safe home search experience for your clients and leads.
Learn the value of the Homebot home search experience
Add any preferred agent (on or off Homebot) to every buyer client
Send a video email to your buyers
Embed a Pre-qual video
Embed a New Home purchase video
Refi best practices
Check your key client lists for clients who are motivated to refi.
Sort all clients by interest rate under the CLIENTS tab
Embed a Refinance video
Send a video email to clients who are ripe for a refi
Send a video email to homeowners
Send an individual client a video message and point to the cash-out or refi module