Features
The Quarterly: Homebot’s Q1 2026 Product Releases
Q1 was about closing that gap. Five releases on the Clients page, all built around the same idea: a shorter path from signal to action.
Here's what shipped:
- Opportunity Lists now rank by engagement, not just eligibility
- Quick Look shows full client context without leaving the page
- Outreach Tracking stops the same names from circling back week after week
- Dedicated tabs separate the work coming to you from the work you're chasing
- Bulk video send, multi-home flags, and faster search round out the daily-use updates
If you’re new to Homebot, you can see how the platform works for loan officers, real estate agents, and insurance agents on our solutions pages.
Here’s everything that shipped this quarter.
Release 1: Smarter Opportunity Lists
The lists you know (Ready for Refi, Likely to Sell, Highly Engaged) are still there. Now they factor in client engagement signals alongside the financial filters, so you’re seeing who’s likely to act, not only who’s eligible.
- Engagement-powered ranking: A client who opened their Home Digest three times this week ranks higher than someone who qualifies on paper but hasn’t engaged in months
- Dynamic columns: Each list shows the data that matters for that opportunity. Ready for Refi shows refi potential. Likely to Sell shows sell probability percentage
- Engagement sorting: Within each list, clients are sorted by most recent activity so the warmest prospect is always at the top
- Cleaner design: Scannable rows, clear visual hierarchy, mobile responsive
Release 2: Quick Look Panel
Clicking into a client used to take you to a full profile page, then back, then into the next one. Quick Look cuts all of that out.
- Contact info: Phone and email one click away
- Property details: Address, home value, rate, and equity at a glance
- Multiple homes dropdown: For clients with more than one property, flip between each without leaving the panel
- Homeowner/Buyer tag: Know instantly whether you’re looking at a paying homeowner or a prospect
- Lists they qualify for: See every active opportunity for this client with activity details
- Client notes: Add notes without leaving the panel
- Send AI Video: Beta users can send video directly from Quick Look
Release 3: Outreach Tracking
One of the most consistent pieces of feedback we’ve heard: “I don’t know who I’ve already called.” Lists would fill back up with the same people week after week, even after you’d already reached out. That’s fixed now.
- Remove from list: Snooze clients you’ve already contacted so they stop showing up
- Auto-reappear: If they qualify again later (new engagement, updated data), they’ll resurface on their own
- Video sent tracking: See when you last sent a video to any client
- Suppression rules: The system prevents the same clients from reappearing repeatedly after removal
Release 4: Dedicated Tabs for Different Workflows
Inbound requests and outbound opportunities are different workflows. They used to sit in the same space, which made both harder to navigate. Now everything has a home.
- Your Clients: Your full database and outbound opportunity lists
- Action Items: CMA and pre-qual requests from clients who came to you
- Leads: New contacts from your personal share link
- Maintenance: Data hygiene issues like missing emails or incomplete profiles
- Activity: A running feed of recent client engagement
Release 5: Better Filtering and Search
A few additions that make the page easier to work through day to day.
- Homeowner/Buyer filter: Focus on homeowners only, or switch to your buyer pipeline depending on what you’re working
- Multiple homes indicator: Clients with more than one property are flagged so you can see the full picture before you call
- Bulk video send: Select multiple clients at once and send AI videos in a single action
- Search on All Clients: When you know who you’re looking for, use the search bar to pull them up fast
Your Database Is Already Working. Now You Can See It.
Every release this quarter was built around the same idea: the intelligence was already there. What was missing was a faster path from signal to action.
The new Clients page gives you that path. Smarter lists, a side panel that eliminates extra clicks, outreach tracking that keeps your pipeline clean, and tabs that separate the work you’re chasing from the work that’s coming to you.
The Clients page update rolls out in phases through Cycle 2 2026. If you’re not seeing the new design yet, it’s on its way. In the meantime, learn more about how Homebot works for loan officers and real estate agents, or explore how Homebot Network connects referral partners across your market.
We’ll be back with Q2 releases this summer.
Taylor Berry
Taylor Berry is a Senior Marketing Manager at Homebot, where she brings new features and platform updates to life for the people who use them. She specializes in turning product announcements and releases into clear, compelling messaging that helps loan officers and real estate agents understand what's new and why it matters.
