June 26, 2024

Homebot Q2 Product Update

We have a hard time sitting still at Homebot. The past few months we've been building quickly and releasing new features even faster. This quarter, we brought several powerful features to our platform all created to ultimately drive more opportunities for our customers. Let's dive into the exciting updates we've rolled out.

Partner Intel: Empowering Smarter Connections

If you missed the announcement about Partner Intel, it's a game-changer for how you search, engage, and collaborate with agents. This tool is packed with the most up-to-date and comprehensive listings and production data available. Designed with Loan Officers in mind, Partner Intel helps you discover and connect with real estate partners seamlessly. Lending Organizations can also leverage this tool to research and recruit Loan Officers effectively. With Partner Intel, making data-driven decisions has never been easier. This platform also offers advanced search capabilities, allowing users to filter by transaction volume, location, and agent specialties, giving you a strategic edge in partnership development.

Got more questions? This help center article goes deep on all things related to Partner Intel.

A More Intuitive Home Search Experience

Finding homes on the Homebot platform has just gotten better. Our revamped For You section on both mobile and web offers a more intuitive and engaging search experience with the introduction of customized Galleries. These improvements are designed to drive more business for Loan Officers and Realtors by making it easier for clients to find their dream homes. Additionally, this section now features personalized recommendations based on user behavior and preferences, increasing the relevance and engagement of the search results.

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Improved Client Upload Process: Seamless and Flexible

Managing your client list is now a breeze with our improved client upload process. Whether you need to upload single clients or in bulk, the process is faster and more flexible than ever. These enhancements make it simpler to keep your client information up to date and organized. We've also added new validation checks to ensure the accuracy of the data being uploaded, reducing errors and saving you time in the long run.

Simplified 'Customize' Page: Powerful and User-Friendly

Our Customize page, where you sync and manage integrations, has undergone a complete overhaul. The new design is more user-friendly and powerful, ensuring a seamless experience as you connect your favorite tools. Enjoy a more streamlined process without the previous clunkiness and confusion. We've also introduced real-time syncing and troubleshooting tips directly within the interface, making it easier to maintain your integrations.

Vimeo Integration: Enhanced Video Email Customization

We are excited to announce our new Vimeo integration. This feature allows clients to upload videos directly from Vimeo to their video emails, providing more flexibility and customization options. Create more engaging and personalized communications effortlessly. This integration also supports high-definition video uploads, ensuring your communications are not only personalized but also professional and visually appealing.

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Listing Alerts: Stay Ahead of the Game

Our new Listing Alerts feature keeps you informed of key moments in your clients' real estate journeys. Get notified when your clients, sponsored agents, or favorite agents list, pending sales, or sell a property. This powerful tool ensures you never miss an important update. Additionally, these alerts can be customized based on specific criteria such as geographic location or property type, allowing you to tailor your notifications to your unique business needs.

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Likelihood to Sell Score: AI-Powered Predictive Metric

Maximize your efficiency with our Likelihood to Sell Score, an AI-powered predictive metric that helps you identify clients who are likely to sell. Focus your efforts on those who are closer to transacting, and close more deals with this smart tool. We've fine-tuned our algorithm to provide more accurate predictions by incorporating a broader range of data points, including market trends and individual client behaviors.

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Coming in Q3: Exciting Features on the Horizon

We are continuously working to bring you innovative features. Here’s a sneak peek at what’s coming in Q3 ...

More Advanced Filters in Partner Intel:

Enhance your search experience with more advanced filters, including the ability to filter by Homebot status. Target your approach and focus on agents without a Homebot sponsor. Additional filters will allow for more granular searches, such as filtering by recent sales performance or specific client demographics.

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New Affordability Features in Search, Galleries, & Listings

A suite of features to help buyers target homes within their budget. Adjust budgets for homes slightly out of reach, explore galleries focused on low-rate takeovers (assumable mortgages), and use a more advanced, modular estimated payment calculator embedded into the search experience. These new features will also include tools to help buyers understand the long-term financial implications of their mortgage choices.

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Data Out Functionality within Total Expert

Seamlessly send data from Homebot into Total Expert, a leading CRM for the mortgage industry. This long-awaited feature will streamline workflows and enhance data management capabilities for our enterprise customers. The integration will also support automated data syncing, reducing the manual effort required to keep systems updated.

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