Keep clients close and referral partners closer
Independent insurance agents need more than annual renewals to grow their business. Homebot keeps you top-of-mind with homeowners every month while connecting you with the agents and lenders who send you referrals.
Stay visible between renewals
Your clients get monthly home insights with your name and contact info. When they need insurance advice or want to refer a friend, you're the first person they think of.
Client engagement with automated marketing content
Automated home value & equity reports: Automatic monthly digests sent to clients with updated home value, equity, and refinance potential.
Refinance & buy-up scenarios: Interactive calculators let homeowners explore options like cash-out refis, paying down their mortgage faster, or moving into a new home.
Lead nurture automation: Automatically share educational content and interactive tools with past borrowers, keeping you top-of-mind for the long-term.
Mortgage lead generation fueled by AI tools for lenders
Identify sellers before they hit the market. Likelihood to Sell Score accurately predicts who’s likely to list their home in the next 9 months, with 89% of actual moves predicted in the top 50% of scores.
Zero-in on the highest-opportunity clients. Behavioral triggers like CMA requests, listing views, and message activity highlight who’s ready to act, so you never miss a window.
Focus your efforts where they matter most.
AI-driven activity reports give you a 5x boost in sales and marketing efficiency by surfacing the most engaged, transaction-ready clients.
