Homebot

Identify engaged clients, spark meaningful conversations, and drive more referrals with consistent weekly touchpoints.

How to Build Your Weekly Call List in Homebot

Find scripts and tips for boosting client engagement

90 Day Proactive Outreach Playbook

How to understand client engagement in your activity feed

Activity Feed

Learn how to use opportunity lists to inform your outreach strategy.

Opportunity Lists

Gain insight into whether or not a client will list their home in the next nine months

Likely to Sell Scores

Highly Engaged Clients

Find out when your clients and favorite agents list a property.

Listing Alerts

Direct Messages

Learn about client actions that trigger an email and best practices.

Client Engagement Alerts: Direct Messages & High-Intent Email Notifications

Ready for a refi opportunity list explained

How we determine when someone is ready for a refi

Best practices for what to say when you reach out to your clients and prospects (with or without a phone number).

How to Use Homebot as a Conversation Starter With Example Scripts

Example Scripts for Personalized Client Outreach

Erica McGarvey

Learn how to turn client engagement into call lists. 

Client Outreach

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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