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All CollectionsClient Engagement = Call Lists!
Understanding Client Engagement and Activity
Understanding Client Engagement and Activity

How you can use client engagement to discover new opportunities: key client lists, messages, highly engaged clients, and activity feed.

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

Your Dashboard is the most exciting area to spot all of your blossoming opportunities! In addition to that, your Activity Feed showcases client engagement and updates in real-time. Learn more about your Client Engagement Portal HERE.

In this article, we'll share with you 🚨Best Practices for using this information to create call lists and stay current on client interests.

🚨Best Practice: log in to your Client Engagement Portal at least once a week to discover new opportunities to connect with your database.


30 Day Performance Snapshot

We're actively tracking how your clients are engaging with the reports throughout a rolling 30 days:

To ensure Homebot works well for your clients, you can track the email performance along with us. We're tracking the number of:

  • Opens: emails opened by Homeowners and Buyers in the past 30 days

  • Clicks: unique client views in the past 30 days

Using the image above as an example, the 30-Day Performance Snapshot tells me that 64% opened the email and 50% clicked to view their report.

🚨Best practice: if you notice your Click rate is dropping below 40%, consider sending a Video Email to all of your homeowners or all of your buyers to try to boost engagement. Learn more about video email HERE.


Featured Key Client Lists

Key client lists are auto-sorted groups of clients and prospects who you should contact or keep an eye on. Your Dashboard displays the top 4 key client lists with the highest client count. Click on Explore all Key Client Lists to view all.

Key Client Lists fall under three categories: Needs attention, Timely opportunities, and Active clients. You'll find a best practice for each below.

Some key client lists may not appear in your account. These lists will only display if you have clients who meet the specific criteria required.

1. Needs attention

The needs attention category includes clients who:

  • Needs CMA

    • When your client tunes the value of their home, you'll receive an email notification alerting you they've done so.

      • 🚨This is a great opportunity to reach out to your client to understand their intentions. If you're an agent, offer to provide a more accurate valuation. If you're a lender, pass it to an agent you trust who can fulfill the request. Learn how to leverage CMAs HERE.

  • Needs pre-qual

    • When your client is exploring active listings or viewing their buyer report, they can request to be prequalified if they haven't yet done so.

      • 🚨This is a great opportunity to reach out to your client to understand their intentions. When ready, click on their name to add their pre-qual information under the Buying tab. Learn how to manage buyers HERE.

  • Email Issues

    • Clients who have unsubscribed, marked as spam, or have an invalid email.

      • 🚨Reach out to these clients and use Homebot as a conversation starter. To bulk delete clients with email issues, click HERE.

  • Incomplete clients

    • These clients are missing home details and buyer details.

      • 🚨Click on their name to add a home address and/or buyer preferences.

  • Missing home value

    • Clients who are Missing home value means we could not gather data from our provider.

      • 🚨We recommend waiting a few months to re-enter their home address to see if our data provider could gather information on the property.

2. Timely opportunities

The timely opportunities category includes clients who are:

  • Likely to Sell

    • Every homeowner in your account receives a Likely-to-Sell score from 0-100. The higher the score, the more likely they are to list and sell their home within the next 9 months.

  • Moving soon

    • Clients who are Moving soon set a move date in their buyer's report that's approaching within the next three months.

      • 🚨Keep an eye on them, or reach out to see if they're ready to get pre-qualified, added to an MLS search, etc.

  • Motivated to refi

  • High equity

3. Active clients

The Active clients category includes clients who are:

  • Mobile app users

    • These people downloaded the Homebot Mobile App.

      • 🚨Keep an eye on their engagement and reach out when the time is right. You may consider calling to check in, " I noticed you downloaded the mobile app, what do you think?" Learn how to promote the mobile app HERE.

  • New Leads

    • Keep an eye on new leads that come through one of your landing pages or a client referral.

      • 🚨Consider sending new leads a video message to introduce yourself. Learn how HERE.

  • Self-added as a buyer

    • Homeowners can access the buyers side of Homebot at any point. Learn how HERE.

      • 🚨Keep an eye on self-added buyers and reach out when the time is right. Tell them, "I noticed you started exploring the buying section of Homebot. What do you think?"

  • Highly engaged


Leverage Highly Engaged Clients

We did some research and learned clients who consistently open their Homebot and/or have sent you a Direct Message or CMA request, are 3.6x more likely to transact with you. Highly engaged clients should be added to your weekly call list ASAP.

🚨Best practice: Before reaching out, click on a client's name to view their activity and preview their homeowner or buyer report.

If you don't have a phone number for a client, consider sending a personal video message. Learn about that HERE.


Check Direct Messages

You must respond to direct messages by contacting clients by phone or by replying to the email from Homebot. When you reply to the email from Homebot it will reach your client. There is no way for you to respond from within your Homebot account.

🚨Best practice: Once you've responded via email or by phone, check the box to the left of their name to remove them from the list.

The messages shown are from the last 30 days.


Activity Feed

Your Activity Feed is a digestible flow of rich behavioral client insights, updating by the minute. To access it, navigate to the CLIENTS tab on the left of your account and select Activity.

Click HERE for a running list of Activity Tags that you might see under a client's name in the Activity Feed. Activity tags provide details about a client's engagement (pictured next to the arrows in the image above).

🚨Best practice: Create a call list of 2-5 people and use Homebot as a conversation starter. Preview their client profile and report before reaching out. Another great way to drive the next organic action is to send a personalized video to a client while previewing their report.


Have questions? Send customer support a direct message using the pink icon located at the bottom right corner of your screen.

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