Marketing & outreach
Homebot notices the homeowner. SAM remembers the relationship.
When someone asks for a market opinion, sends a message, finishes a Home Check-In, or starts shopping, that moment shows up on the SAM contact your team already works. A request is a reason to act. Curiosity stays context.
- 1
Homebot stays in touch
Homeowners keep seeing their equity, their market, and homes nearby — under your name.
- 2
Something meaningful happens
They ask for help, finish a Check-In, tune the value, or start shopping.
- 3
SAM puts it on the relationship
The moment shows up on the contact you already know, next to the history you already have.
Why agents use it
The useful part is knowing what the moment means
Homebot is good at getting a homeowner to look at their home. SAM is good at knowing who that person is to you, and what you should do next.
The relationship stays in SAM
Homebot keeps homeowners looking at their equity, their market, and homes nearby. SAM keeps who they are to you: a past client, a referral, a lead you have been nurturing. The new moment lands on that contact.
A request is not the same as curiosity
Asking for a market opinion, a cash offer, a showing, or a callback is someone waiting on you. Looking at their value, or finishing a Check-In, is interest. SAM treats those differently so the loudest thing is the person who asked for help.
Your next conversation already has a reason
Call prep and the daily brief can start from what they just did, next to the history you already have. You are not opening Homebot to remember why this name feels familiar.
A Check-In is a milestone, not a moving announcement
When a homeowner completes a Home Check-In, SAM can say so. That is engagement. It does not mean they have decided to move, to sell, or that they asked you for help.
A prediction is a heads-up, not a decision
Homebot can flag someone as likely to sell. SAM can show that as a reason to pay attention. It does not mean they told you they are listing.
A listing email is attention, not a listing
If they open or click a message about listings, they noticed something Homebot sent. That is useful. It is not proof their own house is on the market, and it is not proof they listed with someone else.
What comes back
Each update is a different kind of attention
These are the moments worth seeing on the contact. SAM does not treat every one of them as “call them now,” and it does not invent a decision the homeowner did not make.
They asked what the home is worth
They requested a professional opinion of value from their Homebot report.
That is a reason to call today. SAM can put the request on the contact your team already works, instead of leaving it inside Homebot.
They asked about a cash offer
They requested an instant offer.
They raised a hand about selling. SAM treats that as something a person should see, not as background noise.
They sent you a message
A homeowner or a buyer wrote through Homebot.
Someone is waiting on a reply. The message belongs on the contact, where the rest of the relationship already lives.
They asked to talk or to see a home
They asked to schedule a call, tour a home, or talk about getting pre-approved.
These are appointments and money conversations. SAM can surface them as work to do, not as a statistic from last week.
They completed a Home Check-In
They finished a Home Check-In.
You can see that they showed up. SAM does not turn that into “they want to move” or “they want to sell” unless a later answer actually says so.
Homebot thinks they may sell
Homebot’s own read says this homeowner looks more likely to sell.
Use it as a reason to review the relationship. It is a prediction, not a decision they made, and not a listing.
They explored value or equity
They tuned the home’s value, opened seller content, or looked at equity and the market.
They are thinking about the house. SAM can remember the interest so your next call has a reason, without changing their stage.
They started shopping
They registered as a buyer, saved a search, favorited a home, or added an open house.
The same person may be a future buyer as well as a homeowner. SAM keeps that shopping next to the contact you already know.
They looked at the loan
They used a refinance tool, a payment calculator, or asked for mortgage guidance.
Financing interest is its own conversation. SAM can show it without pretending they asked you to list the house.
How SAM reads it
Three kinds of news, three different responses
The benefit is not another feed. It is knowing which moments need you, which ones explain the relationship, and which ones should not be overstated.
- 1
They asked
A market opinion, a cash offer, a message, a tour, or a callback. This is the moment to act.
- 2
They are paying attention
A Check-In, a value tune, or a “likely to sell” flag. Know why you are calling. Do not rewrite their story.
- 3
They noticed a listing message
An open or a click on a listing email. Interest in the message. Not proof their house is listed.
On the contact you already have
A past client, seen in time
The same facts are more useful when SAM already knows the relationship.
- A Check-In shows they engaged. It does not announce a move.
- A request for a market opinion is the reason to call.
- Call prep can start from both, next to the last time you actually spoke.
- A Routine can remind you to review the relationship. It does not send a message by itself.
A week that used to stay inside Homebot
- 1Sunday, a past client finishes a Home Check-In.
- 2Monday they ask what the house might be worth.
- 3SAM already has both on the contact who closed with your team years ago.
- 4You call about the request. The Check-In is context. Nobody has to guess that they listed with someone else.
Questions agents ask
Connect it in SAM under Setup → Integrations → Marketing & Outreach → Homebot. Back to all integrations.
See homeowner attention on the contact you already call
Start a trial and connect Homebot. Requests show up as reasons to act. Check-Ins and listing emails stay honest context.