Whether you've added clients or just getting started, now is the time to optimize your account. Depending on your goal(s), click on the pink links below.
General Best practices:
Join our weekly best practices training:
Add a welcome video for homeowners and buyers
Have your lender or agent create a video email to share with your database and vice versa.
Promote the mobile app—Since launching in 2023, we've seen triple the engagement on mobile compared to the web.
Use the homeowner reports for annual reviews or to point out different modules of their report to spark conversation. Click here for more.
Use lead gen pages on social media, email campaigns, and more
Best practices when focusing on sellers:
Embed a Should You Sell video
Add a homeowner intro video
Send a video email to your homeowners
homeowner lead gen page
Best practices when focusing on buyers:
Send a video email to your buyers
Embed a Pre-qual video
Embed a New Home purchase video
learn the value of the Homebot home search experience
Best practices when focusing on refi's:
Embed a Refinance video
interest rate sorting
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 module