Homebot is a client engagement platform designed for mortgage lenders, real estate agents, and brokerages to nurture long-term relationships with homeowners and buyers. The platform sends personalized, automated home finance insights that empower clients to track home value, equity, refinance options, and market trends—while keeping the agent or lender top-of-mind.
By delivering monthly, branded digest emails that provide dynamic data about a client’s home wealth, Homebot enables professionals to deliver ongoing value beyond a single transaction. With over 8 million homeowners receiving Homebot digests, the platform is trusted by thousands of top-performing loan officers and real estate agents in the U.S.
Official website: https://homebot.ai
Features
Monthly Home Digest: Automated, branded emails showing homeowners their estimated home value, equity growth, and financial opportunities.
Home Value Tracking: Helps clients monitor changes in home value based on market trends and updates.
Equity Insights: Visual breakdown of home equity and how it can be leveraged for refinancing, investing, or purchasing.
Refinance Scenarios: Users can explore personalized refinancing options based on their current mortgage data.
Buy/Sell Tools: Allows homeowners to compare potential profits from selling or renting their home.
Co-Branded Digests: Lenders and agents can collaborate to jointly brand digest emails sent to shared clients.
Lead Generation from Referrals: Homeowners can share their digest with friends or family, generating organic referrals.
Buyer Market Reports: For prospective buyers, Homebot provides monthly market reports with affordability data and interest rate trends.
Client Activity Alerts: Professionals receive real-time alerts when a client engages with the digest or explores refinance/sell options.
CRM Integrations: Syncs with popular CRM systems and lead platforms to manage client data and workflows.
Compliance Support: Built with compliance in mind for regulated industries like mortgage lending.
How It Works
Set Up Your Account: Mortgage lenders and agents subscribe to Homebot and create branded profiles.
Import Clients: Upload contact lists or sync through CRM integrations. Clients receive their first digest automatically.
Homeowners Receive Monthly Emails: The Homebot digest includes home value, equity, loan analysis, and personalized financial insights.
Client Engagement Tracked: The platform tracks user interactions (e.g., refinancing scenarios viewed, buying inquiries), sending real-time alerts to the professional.
Ongoing Nurture: As homeowners engage with content, agents and lenders can follow up based on insights or respond directly within the platform.
Generate Referrals: Homeowners can share their Homebot experience, helping professionals grow their pipeline organically.
All content is automatically updated and personalized based on market trends, property details, and mortgage rates.
Use Cases
Mortgage Lenders: Stay connected with past clients to drive repeat business and refinancing opportunities.
Real Estate Agents: Provide long-term value to clients after closing to increase repeat listings and referral business.
Brokerages: Equip agents with automated nurturing tools to boost engagement and brand visibility.
Loan Officers: Keep clients informed about market conditions and refinancing options, driving inbound opportunities.
Dual Professionals (Agent + Lender): Maximize co-marketing potential with co-branded digests and shared lead insights.
Marketing Teams: Integrate Homebot into client retention and referral strategies.
Pricing
Homebot offers separate pricing models for Lenders and Real Estate Agents, depending on features and number of clients.
For Lenders:
Pricing starts at $25/month per user
Volume discounts may apply for teams or enterprise accounts
Includes access to Homeowner Digests, buyer reports, client alerts, and integrations
For Real Estate Agents:
Pricing starts at $25/month
Includes Homeowner Digests and client insights
Can co-brand with lenders already using Homebot
Enterprise Plans:
Custom pricing available for brokerages, mortgage firms, and larger teams
Additional features include admin dashboards, onboarding support, and API access
Interested users can request a demo or personalized quote at:
https://homebot.ai/request-demo
Strengths
High Engagement Rates: Clients regularly open and interact with Homebot digests due to relevant, personalized content.
Automated, Yet Personalized: Set-and-forget tool that sends meaningful information while keeping the agent or lender in focus.
Brand Visibility: Keeps your name and brand in front of clients every month without being salesy.
Co-Marketing Capabilities: Strong collaboration features between agents and loan officers.
Referrals Built In: Shareable digests help generate new leads from existing clients.
Lead Activity Alerts: Know exactly when a client is ready to refinance, buy, or sell based on platform activity.
Easy to Use: No technical skills required to launch or maintain.
CRM Integration: Works with tools like Salesforce, Total Expert, and Jungo for seamless workflows.
Drawbacks
U.S.-Only Platform: Currently supports only U.S.-based properties and clients.
Not a Full CRM: Designed for engagement, not full pipeline or transaction management.
Requires Accurate Client Data: Output quality depends on correct mortgage and property data input.
No Mobile App: Platform is optimized for desktop and email; no standalone mobile application for professionals.
Limited Customization: While branded, the digests follow a fixed format with limited layout control.
Monthly Fee per User: Cost may add up for larger teams or brokerages without enterprise pricing.
Comparison with Other Tools
Homebot vs. HomeIQ
Both platforms send automated home value digests.
Homebot focuses more on actionable finance insights like equity usage and refinancing.
HomeIQ offers simpler, less customizable reports with fewer call-to-action options.
Homebot vs. MBS Highway
MBS Highway is focused on mortgage market analysis and professional tools.
Homebot is client-facing and designed for long-term engagement rather than industry insights.
MBS Highway is best for loan officers needing analytics; Homebot is for nurturing and relationship building.
Homebot vs. Keeping Current Matters (KCM)
KCM offers market content for agents to share with clients.
Homebot sends dynamic, personalized data, not generic market articles.
KCM is great for social media; Homebot excels in email-based homeowner engagement.
Customer Reviews and Testimonials
Homebot has received high praise from real estate and mortgage professionals for its ability to generate repeat business and improve client engagement.
“Homebot is my favorite marketing tool. I’ve gotten more referrals in the past year than ever before.” – Mortgage Broker, Denver
“It’s a set-it-and-forget-it system that actually works. Clients love the digest and share it with friends.” – Realtor, Atlanta
“I closed a refinance within 24 hours of a Homebot alert. This platform pays for itself many times over.” – Loan Officer, California
Homebot boasts strong user satisfaction and retention, especially among top-producing professionals looking to stay relevant post-transaction.
Conclusion
Homebot is a powerful homeowner engagement tool that helps mortgage lenders and real estate agents stay connected with clients by delivering personalized home finance insights every month. Its automated digests provide homeowners with meaningful data about their home value, equity, and market options—while keeping the professional’s brand front and center.
Whether you’re a solo agent, loan officer, or large brokerage, Homebot enhances your client retention, boosts referrals, and generates inbound opportunities with minimal effort. With flexible pricing and strong ROI, it’s a must-have platform for modern real estate and mortgage professionals looking to build lasting client relationships.
