HomeBot: Monthly Digests for Your Sphere

Want an easy, automated way to stay in touch with your past clients and sphere of influence?
With HomeBot, you can! Our partnership with Preferred Lending Services gives you a free account where you can add up to 25 homeowners to receive a monthly, personalized email digest about their home's estimated value, equity, and market trends.

What You Get:

  • Free HomeBot Account
    Through Preferred Lending Services (PLS), you get a free account—no cost to you.

  • Up to 25 Contacts
    Add up to 25 people from your SOI to start sending value-rich content each month.

  • Automated Monthly Digests
    Your clients will receive custom, engaging reports about their home’s performance—positioning you as their ongoing real estate resource.

  • 50%+ Engagement Rate
    Most agents see an incredibly high open and click-through rate on HomeBot emails—much higher than typical drip campaigns.

Ready-to-Use Marketing Resources

We’ve created the following tools to help you introduce HomeBot to your clients:

  • Intro Email Template – A customizable message you can send when adding someone to HomeBot.

  • Print-Friendly Letter/Insert – Perfect for pop-bys or mailing to clients with a personal touch.

Pro Tip:

Start with past clients and warm homeowners in your sphere. These digest emails help generate conversations, referrals, and future listings—all without spamming your database.

If you have any questions or need help getting started, reach out to your Preferred Lending Services Mortgage Partner.



INTRO EMAIL TEMPLATE

Subject Line (for email):
You're In! Monthly Home Insights Coming Your Way ?


Hi [Client's First Name],


I hope this note finds you well! I wanted to let you know that I’ve added you to a free tool I provide called HomeBot—it’s designed to keep you in the know when it comes to your biggest investment: your home.


Each month, you’ll receive a personalized email digest that includes a snapshot of your home’s estimated value, equity updates, local market trends, and more. It’s a simple, automated way to stay informed—and you don’t have to lift a finger.


There’s absolutely no obligation, and you can unsubscribe at any time. But most of my clients find it incredibly useful (and even fun) to watch their home value and equity evolve month to month.


If you ever have questions about what you see in the report—or if you’re just curious about the market—I’m always here to help.


Looking forward to staying in touch,
[Your Full Name]
[Your Title, Brokerage Name]



INTRO LETTER TEMPLATE

Edit the template in MADI here.