Your Activity Feed is the most exciting area to spot all of your new blossoming opportunities!
Under both Clients and Buyers in your main Homebot navigation, you'll see an Activity Feed tab with engagement metrics over the past 30 days. Displayed directly beneath these metrics, is your Activity Feed!
What can I do with this information?
First, you can filter it down by client type to easily manage your client's actions to find hot leads. Click 'Active Homeowners' or 'Active Buyers' then, select 'Hide clients that only have views' to get a concentrated list of clients who have taken significant actions like, "explored refi opportunities" or "new listing search"
When you see a client who is actively engaging with their Homebot digest, it may be a good idea to proactively reach out to them. You can ask whether they have any questions and offer additional information about the Homebot module they're engaging with.
Unsure what activity in your feed means? Decode your Activity Feed with the information below!
[Client] sent you a message
One of your clients clicked a pink "chat" bubble in their digest or market report for additional information.
[Client] changed their price point
One of your buyers guessed or calculated a new target price in their Buyer Report or Market Explorer
[Client] added zip to their favorite markets
One of your buyers clicked the "heart" on a zip code to add it to their Buyers Report
[Client] updated their loan balance
One of your clients changed the unpaid balance of their loan.
[Client] Sent you a message about Buyer Prequalification
One of your buyers requested a prequal instead of using their own estimated price point.
[Client] Explored refi timelines
One of your clients adjusted the years-in-home slider in the refi module.
[Client] Explored more details on refi option
One of your clients clicked on a refi scenario to learn more.
[Client] wants to know more about Refinancing: Please send me options
One of your clients clicked to receive more information from you about a specific refi scenario.
[Client] wants to know more about instant offer
One of your clients clicked the “get cash offer” button. This is an optional feature you can set up with [email protected]
[Client] wants to know more about Short Term Rentals
One of your clients sent a message specifically about the Airbnb module.
CMA requested by [Client]
One of your clients clicked to verify the value of their home.
[Client] viewed the digest
One of your clients visited their Homebot digest
[Client] opened the email
One of your clients opened an email from Homebot. Most often, this is the monthly email telling them their Homebot data has been updated.
[Client] clicked on the email
One of your clients clicked a button in an email from Homebot to see their digest. Most often, this is the monthly email telling them their Homebot data has been updated.
[Client] digest was emailed
Homebot sent an email to let your client know their digest data has been updated. Even though this is a system-generated activity, it could be a good excuse to give your client a call.
AVM went up/down
One of your clients' home values increased or decreased compared to last month. Even though this is a system-generated activity, it could be a good excuse to give your client a call to coach them on what to do with their increased equity.
Note: You can also click into any of your clients within the "Find a Client" page to see a running history of that specific client's engagement history. In addition to the options above, you may also see that your client ”clicked on the email”. This means your client has clicked any link within the digest email, excluding the unsubscribe link. "Clicks" are only tracked in your client’s individual activity feed (located at the bottom of their client/home profile).