Homebot
Turn client engagement into transactions
Homebot is a homeownership platform that helps loan officers, real estate agents, and title and insurance agents maintain ongoing relationships with their clients. It delivers personalized home finance insights and equity reports to homeowners and buyers, and surfaces behavioral signals indicating clients who may be ready to buy or sell, so professionals can act on those opportunities.
The platform includes a Client Portal, Home Digest, event-based content, and a Home Search experience. Integrations connect with Sierra Interactive, Usherpa, Zapier, Total Expert, BombBomb, and Mortgage Coach, alongside an Open API for custom builds. Security and compliance controls include SOC 2 Type 2 attestation, annual third-party penetration testing, and alignment with CCPA/CPRA, RESPA, CAN-SPAM, and GLBA considerations.
Homebot is offered in Starter, Pro, and Unlimited editions for individual loan officers, with client and prospect capacity limits that increase by tier, plus expansion blocks. Monthly and annual billing are available, with a one-time setup fee. Teams and Enterprise plans provide custom capacity, white labeling, admin controls, dedicated onboarding, and customer success support; co-sponsored agents pay separately for their own subscription.
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