Homebot is a client engagement platform that helps mortgage and real estate professionals stay top-of-mind with past clients through automated, personalized home equity reports. Your clients receive monthly insights about their home's value, equity position, and financial opportunities—all branded to you—keeping you positioned as their trusted advisor without manual outreach.

Homebot connects to your client database and automatically generates personalized monthly reports for each homeowner showing their current home value, equity growth, and refinance or cash-out opportunities. Clients receive these reports via email with your branding, keeping you top-of-mind. When they're ready to make a move, you're the first person they think of—without you lifting a finger after setup.

Each monthly report includes: current estimated home value, equity position and growth, refinance savings analysis, cash-out refinance scenarios, market trends for their neighborhood, personalized buying power if they sold, home improvement ROI calculations, and mortgage payment breakdowns. Every report is branded to you and designed to position you as their financial resource.