Whether you've just started adding clients or you're a seasoned Homebot user, now is the perfect time to optimize your Homebot to drive deeper relationships and more opportunities.
In this article, we’ll walk you through best practices to help you maximize client engagement. Click one of the links below to jump ahead:
Using Engagement Data to Inform Outreach
Best practice #1: Log in at least once a week to monitor client engagement and identify active clients.
Here are 6 actions you can take during your weekly check-in:
1. Review the 30-Day Performance Snapshot
Located at the top of your Dashboard, this snapshot shows your click rate—how many clients are clicking the call-to-action to view the monthly email.
If your click rate is below 40%, consider sending a personalized video email to boost engagement.
Average click rates are 40–50% for clients you've engaged with in the past.
2. Check Listing Alerts
Located just below the 30-Day Performance section, Listing Alerts notify you when clients list their property.
Lenders will also see listings connected to co-sponsored agents or favorited agents in Partner Intel.
3. Identify Highly Engaged Clients
Scroll to the Highly Engaged section to view clients who are 3.6x more likely to transact.
Create a call list of 2–3 people. Use Homebot insights as conversation starters.
No phone number? Send a personalized video previewing their report.
4. Check for Direct Messages
Visit the Messages section to review any direct messages from clients.
To respond, reply to the original email (search “Homebot” in your inbox), or pick up the phone.
Not seeing it? Check your spam folder.
5. Dive into Opportunity Lists
Head to the Clients tab and explore lists of clients you should be reaching out to or keeping an eye one.
6. Review the Activity Feed
Use the Activity Feed to track client behavior and reach out when appropriate.
For example, if a buyer is viewing homes, offer a pre-approval conversation or connect them with an agent.
Customizing Your Profile and Client Experience
Personalization Options
Add a welcome video for homeowners and buyers
Customize your welcome email
Include your loan application URL (lenders only)
Add your calendar booking link
Connect a custom IDX (agents co-sponsored by a lender)
Add a custom disclaimer
Include branding details (for lenders who co-sponsor agents)
Connect integrations like BombBomb or Mortgage Coach
Additional Best Practices
Embed Homebot Into Your Workflow
Add Homebot to your client intake and closing processes
Promote the Homebot mobile app — users engage 3x more on mobile
Use your lead gen pages in your marketing efforts
Join Weekly Trainings
Best Practices by Client Type
Seller Best Practices
Embed a Should You Sell video
Check the Likely to sell opportunity list
Manage CMA requests under the Action Items tab
Add a homeowner intro video
Send a video email about how to build wealth with their equity, use in a purchase scenario, etc.
Share your homeowner lead gen page
Buyer Best Practices
Monitor the Likely to buy opportunity list and
Manage pre-qual requests under the Action items tab
Promote the mobile app to provide a branded, safe home search experience
Add a preferred agent to every buyer
Add a buyer intro video or
Send montly market update video emails
Embed videos:
Share your purchase lead gen page
Refi Best Practices
View your Ready for a refi opportunity list
Sort by interest rate under the All clients opportunity list
Embed an Intro to refinancing video
Send personalized video emails to Ready for refi opportunity list
By consistently reviewing your engagement data, customizing your communications, and applying these best practices, you'll turn passive clients into active conversations—and ultimately, closings.
Need help?
Send customer support a direct message using the pink icon at the bottom right corner of your account.