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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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."

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.

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.

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.