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Frequently Asked Questions

What is Homebot?

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.

What is How does Homebot work?

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.

What's included in a Homebot digest report?

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.

How long does it take to set up Homebot?

Most users are up and running in under 30 minutes. You'll upload your client database (we accept virtually any format), customize your branding (logo, colors, bio), and you're live. Our team provides white-glove onboarding support, and if you use a CRM like Salesforce, Total Expert, Follow-Up-Boss, Usherpa or others, we likely have a direct integration that makes setup even faster!

Do I need technical skills to use Homebot?

Not at all. Homebot is designed for busy professionals, not tech experts. If you can upload a spreadsheet and customize a few colors, you can use Homebot. Our platform is intentionally simple—automation does the heavy lifting so you don't have to. Plus, our support team is always available if you need help.

Can Homebot integrate with my existing CRM or database?

Yes. Homebot integrates with most major CRMs including Salesforce, Total Expert, Follow-Up-Boss, Usherpa, Jungo, Sierra Interactive, and many more. If you don't see your CRM listed, we can likely work with CSV/Excel exports from your system. Our integration team will guide you through the process.

How much does Homebot cost?

Homebot offers flexible pricing based on your profession and business model and database size. We have tiered pricing options for Mortgage Professionals, Real Estate Professionals, Title Professionals, and Insurance Professionals. Whether you have 100 or 5,000 clients, we have a plan that makes sense for your needs and budget. We also offer custom pricing for small to mid-size teams and Enterprise plans. Schedule a demo to discuss pricing options tailored to your business size and goals.

What kind of ROI can I expect from Homebot?

Homebot users report average email open rates of 75% (compared to 20% industry average) and consistently generate referrals and repeat business from previously dormant clients. Many users report recouping their investment within the first few referrals. The platform keeps you top-of-mind with hundreds or thousands of past clients automatically—something impossible to do manually at scale.

What kind of engagement rates does Homebot get?

Homebot reports achieve 75% average email open rates—nearly 4x the industry standard of 20% for mortgage and real estate newsletters. This is because Homebot delivers hyper-personalized content about the client's biggest asset (their home) rather than generic market updates. High engagement means you stay top-of-mind when clients are ready to move.

How does Homebot help me get referrals?

Homebot keeps you consistently visible to past clients through valuable monthly touchpoints. When their neighbors, friends, or family members mention buying, selling, or refinancing, you're the first professional they recommend—because you've been their trusted resource all along. Many users report that dormant databases become active referral sources within months of implementing Homebot.

Can I track which clients are engaging with Homebot?

Yes. Homebot's dashboard shows you exactly which clients are opening reports, clicking through, and engaging with specific features. You'll see who's exploring refinance options, researching home values, or checking their buying power—giving you warm leads and conversation starters rather than cold outreach.

Is Homebot white-labeled with my branding?

Homebot offers different levels of white-labeling depending on the plan that is selected. Every report is fully branded to you with your logo, photo, contact information, and custom messaging. Clients receive these reports from you, not from Homebot. The platform is invisible to your clients; they only see your brand and expertise. Custom Teams and Enterprise plans get additional customization for branding. Talk to sales to learn more about Homebot’s white-labeling offers.

Will my clients think Homebot is spam?

No, because it's not. Homebot delivers genuinely valuable, personalized information about your clients' biggest financial asset. The 75% open rate proves clients want this content. It's not a generic newsletter or sales pitch. It's a monthly financial resource that positions you as a trusted advisor, not a salesperson.

How often do clients receive Homebot reports?

Clients receive one personalized report per month via email. The frequency is intentional—consistent enough to keep you top-of-mind, but not so frequent that it becomes overwhelming. Clients can also log into their Homebot dashboard anytime to explore their home equity and financial scenarios.

Can clients unsubscribe from Homebot reports?

Yes, clients can opt out at any time. However, our data shows that very few do because the content is genuinely valuable. Unlike generic marketing emails, Homebot reports provide personalized financial insights clients actually want. High engagement and low unsubscribe rates are hallmarks of the platform.

Is Homebot only for mortgage loan officers?

No. While mortgage professionals are a primary audience, Homebot also serves real estate agents, title professionals, and insurance professionals. Homebot helps mortgage and real estate professionals stay connected with past buyers and sellers, nurture sphere relationships, and generate listing opportunities. The platform adapts to your profession and business model.

Does Homebot work for both purchase and refinance business?

Yes. Homebot reports surface both purchase opportunities (showing clients their buying power if they sell) and refinance opportunities (highlighting potential savings). You can emphasize whichever business line aligns with your goals, and the platform will highlight relevant opportunities for each client.

Can I use Homebot if I'm part of a team?

Absolutely. Many mortgage teams and real estate brokerages use Homebot to scale client engagement across multiple loan officers or agents. You can manage team-wide branding while allowing individual customization, track performance across team members, and ensure consistent client communication at scale.

How is Homebot different from generic email newsletters?

Generic newsletters are one-size-fits-all blasts that typically get 15-20% open rates. Homebot delivers hyper-personalized reports specific to each client's home and financial situation—achieving 75% open rates. It's the difference between "Here's what's happening in the market" and "Here's exactly what your home is worth and what you could do with your equity."

What's the difference between Homebot and a CRM?

A CRM stores client information and helps you manage tasks and outreach. Homebot automates the actual client engagement—it's the content engine that keeps you visible and valuable to clients month after month. Many users integrate Homebot with their CRM so client data syncs automatically and engagement insights flow back into their CRM for smarter follow-up.

Can't I just send market updates manually?

Technically, yes—but not at scale, not consistently, and not personalized to each client's specific home and financial situation. Manual outreach requires hours of work weekly and still doesn't deliver the personalized insights that drive Homebot's 75% engagement rates. Homebot automates what's impossible to do manually while delivering better results.

How do I get started with Homebot?

Schedule a demo to see the platform in action and discuss your specific business goals. Our team will walk you through features, answer questions, and help you determine the best plan for your database size and engagement goals. Most users are live within days of their demo.

Is there a free trial of Homebot?

We offer personalized demos and self-guided product tours rather than trials because we want to ensure you're set up for success from day one. During your demo, we'll show you exactly how Homebot works with your specific client database and business model. Schedule your demo here.

What happens after I schedule a demo?

You'll meet with a Homebot expert who will show you the platform, walk through your client engagement strategy, answer all your questions, and discuss pricing options that fit your business. If you decide to move forward, we'll guide you through setup and have you up and running fast. No pressure, no obligations—just a real conversation about growing your business.

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