Skip to main content

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 yesterday

Whether you've just started adding clients or you're a seasoned Homebot user, now is the perfect time to optimize your Client Engagement Portal to drive deeper relationships and more opportunities.

In this article, we’ll walk you through best practices to help you maximize client engagement. Click any link 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.

Learn about Video Email.


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 Key Client Lists

Head to the Clients tab and explore Key Client Lists like Likely to Sell or Timely Opportunities.

  • Clicking a list will populate the matching clients below.


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


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

  • Add your lead gen pages to your marketing campaigns


Join Weekly Trainings


Best Practices by Client Type

Seller Best Practices


Buyer Best Practices


Refi Best Practices


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.

Did this answer your question?