--- source_url: "https://help.homebotapp.com/en/articles/15485112-homebot-best-practices" title: "Homebot Best Practices | Homebot Help Center" mirrored_at: 2026-08-17T01:02:40.335Z host: help.homebotapp.com cited_in_42a: true mirror_canonical: "https://index.42a.ai/help.homebotapp.com/en/articles/15485112-homebot-best-practices" --- > **Original source:** https://help.homebotapp.com/en/articles/15485112-homebot-best-practices ## Table of Contents ## 1\. Driving Client Engagement Engagement doesn't happen by accident. It happens when you act on the signals your clients give you. Homebot makes it easy to see when someone is curious, exploring options, or ready to take the next step. The key is knowing how to respond in ways that feel timely, personal, and valuable. Open the **Weekly Leaderboard Email** every Monday to find your most engaged clients from the previous week. [Learn about that here.](https://help.homebotapp.com/en/articles/14712568-weekly-leaderboard-email) ## Use the Activity Feed to Spot Client Signals Your activity feed is a window into client intent. Look for patterns like: These behaviors are invitations to engage. Use them to: ## Prioritize Outreach with Opportunity Lists Opportunity Lists help you focus your energy where it matters most. Watch for: If you don't have a phone number on file, don't let that stop you — add them to a personalized email campaign outside of Homebot, or send a quick **video message** (individually or in bulk) to stay top-of-mind. ## Follow Up on High-Intent Clicks If a client clicks your **calendar link** or **loan application link**, it's a clear signal of interest — and we'll populate these events in your activity feed. Follow up quickly: ### Additional Resources ## 2\. Lead Generation Your personalized landing pages are more than just links — they're powerful tools for capturing and converting new leads. By sharing Homebot in the right places, you can spark curiosity, demonstrate your value, and build trust with buyers and homeowners before the first conversation. ## Showcase Homebot at Open Houses Open houses are a prime opportunity to impress buyers in person. With your landing pages saved as a widget on your phone and the Homebot mobile app downloaded, you can sign people up on the spot. 👉 **Best Practice:** Make Homebot part of your open house toolkit. It's an easy way to turn casual browsers into leads you can nurture. ## Promote Homebot on Social Media Share your landing pages or app links on social to spark organic interest and position yourself as a value-driven professional. 👉 **Best Practice:** Always tie your social post back to a question prospects are already asking themselves — then position Homebot as the answer. ## Add Homebot to Print Marketing Add QR codes that link to your Homebot landing pages so readers can engage with you instantly from flyers, postcards, or neighborhood mailers. 👉 **Best Practice:** Keep it simple. A clear call-to-action plus a QR code makes it effortless for someone to connect. ## Encourage Referrals from Happy Clients Your best advocates are clients who already love Homebot. Ask during calls, meetings, or milestone moments — and consider pointing them to the **Share button** at the bottom of their Home Digest for easy sharing. ### Additional Resources ## 3\. Using Video Nothing builds trust and connection faster than seeing and hearing from you directly. Video messaging adds a human touch to your outreach, helping clients feel like you're speaking _to them_, not just _at them_. Whether it's a quick update, a personalized walkthrough, or a special occasion message, video turns your communication into a lasting impression. ## Use Market Moments as Conversation Triggers When rates shift, home values rise, or local market trends make headlines, your clients are already thinking about what it means for them. Send a short video email to all of your clients or prospects to get in front of their questions. ## Share Knowledge From Your Professional Network Video is a great way to add value to your client relationships, but it doesn't always have to come from you! Do you know a financial advisor or CPA who can share valuable information that positions both of you as trusted guides? ## Embed Video into the Homebot Experience A short, evergreen video keeps you in front of your entire database and reminds clients that you are the expert to turn to. You can embed welcome videos, refi explainers, Ssould you sell now type walkthroughs, and more. A single embedded video works for every client, giving you broad impact without needing one-to-one outreach every time. ## Personalize Milestone Moments Home anniversaries and annual reviews are perfect for personalized videos. Record yourself walking through a client's Home Digest to show them how their equity has grown. ### Additional Resources ## 4\. Strengthening Agent Relationships (for LOs) Strong agent partnerships don't just grow your network — they multiply your opportunities. By leveraging Homebot's co-sponsorship features and Partner Intel insights, you can position yourself as the financing expert that agents want in their corner. ## Use Co-Sponsorship as a Value-Add and Conversation Starter Co-sponsorship allows you to partner directly with real estate agents so you both stay in front of the client: the agent for real estate related questions and you for financing. This positions you as a strategic partner, not just another lender. **Quick Script (agent outreach):** "Hi \[Agent's Name\], I'd love to help you stay connected with your clients in a really valuable way. I can co-sponsor you in Homebot at a reduced cost, and every time your clients explore listings or buying scenarios, you'll be the first to know! It's a simple way to keep us both top-of-mind. Want me to show you how it works?" ## Add Agents as Preferred Every client in your account can have a preferred agent added to their team — **no subscription required.** Preferred agents are featured on your clients' Home Digest in real-estate-related modules and on every listing in Home Search. They'll also be notified if a client asks a question about home value, their neighborhood, or a specific listing. This might be a great segue into co-sponsorship at some point. Or at the very least, you present yourself as someone who wants to keep them in the loop without expecting anything in return. ## Use Client Engagement to Spark Agent Conversations Your activity feed and Key Client Lists reveal when clients are showing intent to buy or sell. Instead of managing those opportunities alone, share them with your trusted agents. ## Use Partner Intel for Smart Prospecting Partner Intel makes it easy to identify high-performing or up-and-coming agents who could become strong referral partners. Filter by transaction volume, specialties, or activity. Favorite agents to receive listing alerts and track their activity. Reach out with tailored value that resonates with their goals. ### Additional Resources ## Have questions? Send customer support a direct message using the pink icon located at the bottom right corner of your account. * * * Related Articles - [ How to Use Homebot as a Conversation Starter With Example Scripts ](https://help.homebotapp.com/en/articles/8225997-how-to-use-homebot-as-a-conversation-starter-with-example-scripts) - [ How to Build Your Weekly Call List in Homebot ](https://help.homebotapp.com/en/articles/12551337-how-to-build-your-weekly-call-list-in-homebot) - [ Playbook: 90 Day Proactive Outreach ](https://help.homebotapp.com/en/articles/13718861-playbook-90-day-proactive-outreach) - [ Playbook: Getting Started on Homebot ](https://help.homebotapp.com/en/articles/13795620-playbook-getting-started-on-homebot) - [ 90 Day Proactive Outreach Playbook ](https://help.homebotapp.com/en/articles/13928149-90-day-proactive-outreach-playbook)