Homebot Q3 Product Update

At Homebot, we are constantly innovating to help real estate agents, loan officers, and lending organizations succeed in an ever-evolving market. This quarter, we’ve focused on empowering users with new tools that streamline client engagement, increase efficiency, and offer more data-driven insights. Whether you’re a loan officer working independently, a real estate agent building your business, or part of an enterprise team, our new features will help you engage clients more effectively and unlock new opportunities.

Client Engagement Portal: A Redesigned Experience to Help You Prioritize Key Clients

We’ve completely overhauled the Homebot experience with our new Client Engagement Portal. Designed to provide greater clarity and efficiency, the new portal helps you quickly identify which clients and prospects in your database should be prioritized.

Loan officers and real estate agents will benefit from an intuitive layout, making it easier to navigate through key insights and act on client needs. This portal is designed to be a one-stop shop for your outreach strategy, helping you stay productive while maximizing the opportunities that matter most.

The new Key Client Lists feature within the Clients tab of the portal provides an intelligent, automated way to filter your database and surface your top clients. Powered by machine learning, Key Client Lists segment clients based on criteria such as their likelihood to sell, refinance, or engage, so you can focus your efforts on the clients most likely to take action.

Listing Alerts: Never Miss a Key Moment

Keeping up with clients and partners has never been easier. Our Listing Alerts feature tracks when clients, partners, or favorited agents post new listings in real-time. Unlike other platforms, this service comes at no additional cost, making it a powerful tool for staying ahead of critical moments.

For loan officers and real estate agents, Listing Alerts provide an immediate opportunity to engage with clients when they’re most likely to need your services. No more guesswork—just timely, relevant outreach that keeps your relationships strong.

Likelihood to Sell Score: Predictive Analytics to Drive Better Results

Our Likelihood to Sell Score is a game-changer for professionals who want to focus their efforts on the right clients. Using a combination of client behavior and multiple data points, this AI-powered feature predicts which clients are most likely to sell their home in the next nine months.

The top 30% of these scores accurately predict 75% of movers, meaning you can now dedicate more of your time and resources to clients that are closer to taking action. Whether you’re an individual loan officer or part of a larger enterprise, this feature will help you become more efficient in your outreach and close more deals.

Want to learn more about these scores? Check out recent webinar that dove deep into how to best leverage them!

Search – Enhanced Affordability Features: Guiding Buyers to Homes Within Their Reach

We’ve made significant improvements to our Home Search experience to help buyers set more realistic home-buying goals. Our Enhanced Affordability Features include new galleries that display homes with price drops, concessions, and assumable mortgages, making it easier for agents and loan officers to guide clients toward homes they can afford.

Additionally, we’ve introduced a more advanced, modular payment calculator within the search experience, allowing buyers to focus on homes that fit their budget. Whether you’re working with buyers or sellers, these tools help create a smoother and more efficient home search process.

Personal Landing Page: A Makeover for Lead Generation

Your Personal Landing Page just got a major upgrade. This custom-branded, shareable page now makes it easier than ever to generate leads by allowing home buyers to search for properties directly from your landing page.

For enterprise accounts, this feature is an effective tool to help loan officers and agents attract more buyers and generate more business. The updated page makes it seamless for clients to engage with your brand while giving you a valuable lead generation tool that’s easy to share.

Enterprise Admin: A New Way to Manage Your Team

For our enterprise customers, we’re introducing Enterprise Admin, a new feature that puts more control in your hands. This tool allows enterprise clients to manage their Homebot accounts without having to rely on our support team for essential tasks, such as billing updates and account oversight.

As part of a broader focus on improving the enterprise experience, Enterprise Admin gives you greater autonomy and flexibility, empowering your teams to manage their accounts with ease and efficiency.

Looking Ahead: What’s Coming in Q4

As always, we’re not slowing down. Here’s a sneak peek at some of the exciting features we’ll be rolling out in the next quarter:

Ask HomebotAI: Natural Language Search Within Partner Intel

Our AI-powered natural language search tool is about to make searching for the right agent or loan officer partner easier than ever. Currently in beta, Ask HomebotAI will soon be fully available with continuous updates, offering more robust search capabilities within Partner Intel.

Enhanced Total Expert Integration

Soon, users will be able to seamlessly send Homebot data and signals directly into Total Expert. This integration will streamline workflows and improve how enterprise teams manage data and client relationships.

Homebot Zapier App - Integrate With Any CRM

We’re also launching the Homebot Zapier app, which will allow you to connect Homebot to thousands of other tools, including most CRMs. This integration will give you even more flexibility to manage client relationships and streamline workflows.

Conclusion: Driving Success with Homebot

At Homebot, we are committed to helping real estate agents, loan officers, and lending organizations achieve success in a challenging market. These new tools and features will give you the insights and efficiency you need to engage clients more effectively and drive better business outcomes.

Want to stay on top of our latest features? Take a look at our education center and sign up for our free live trainings!

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