Whether you've already added clients or just getting started, now is the time to optimize your Client Engagement Portal. Take what you want from this article and incorporate these best practices into your workflow.
In this article, we'll cover best practices for the following:
How to use engagement data to inform your outreach strategy, i.e., call lists and client tasks.
Customize your profile, i.e., customize the welcome email and add a welcome video.
Additional best practices
How to use the data in your client engagement portal to inform your outreach strategy.
Log in at least once a week and take the following steps below. The steps below are in no particular order.
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.
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.
Step 3: Scroll down to view your highly engaged client list. 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.
Step 4: Check your messages section to ensure you're current on any direct messages sent to your email.
To respond to the 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.
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. Other Key Client Lists include CMA requests,
Best practices for all key client lists can be found HERE.
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
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)
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:
If you're focused on sellers:
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
If you're focused on buyers:
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
Send a video email to your buyers
Embed a Pre-qual video
Embed a New Home purchase video
If you're focused on refi's:
Check your key client lists for clients who are motivated to refi or have a high likely-to-sell score.
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