How HomeBot Can Help You Grow Your Business and Get More Agent Referrals

A deep dive into how loan officers can use Homebot to protect their past-client database, mine equity for refi and cash-out opportunities, and use the platform as a door-opener with real estate agents and insurance agents. Austin Lar shares specific tactics from his team's 1,300-unit, $284M production year. Best for LOs who have heard of Homebot but haven't fully deployed it with both clients and referral partners.

Takeaways you can run this week

• Introduce Homebot at CD review call: tell the buyer 'We're sending you a free monthly report that tracks your home value, mortgage balance, and equity — and shows you what you can do with that equity. There's nothing we can ever do for you down the road, please call us back.' Frame it as a gift, not a tool pitch.
• To get an agent on Homebot without a long pitch: ask for their home address at coffee or lunch, sign them up on your phone right there, and say 'I got something that'll keep you from getting Zillowed — let me show you.' Skip the explanation; let them discover it themselves.
• Work the Homebot activity feed once daily. When you see a past client or agent opening repeatedly, call with: 'Hey, I saw you've been looking at your Homebot digest — it looks like you could actually save a bunch on a refi / it looks like you might be thinking about selling. Can we talk?' Don't wait for them to reach out to you.
• To move an agent from their own digest to uploading their database, use the ROI close: 'If you get one listing out of this, you've paid for it for 8-9 years.' Then ask for only 10 contacts — not 500, not 25. Ten is the magic number: at 50% engagement, 5 will open it monthly and 1 will reach out to the agent within weeks.
• Use Homebot freemium as a signal detector at agent events: give it to 20-50 agents at no cost, then watch who actually loads 1-5 clients. Those are your motivated prospects — focus your follow-up energy exclusively on them and ignore the rest.
• Identify your top equity holders in Homebot by sorting the dashboard by equity, then record a personalized BombBomb screen-share video walking each one through what their digest means — address them by name. Austin reports 95-100% watch rates on these videos versus unanswered calls and texts.

The playbook

1. 1. At CD call, introduce Homebot as a monthly equity/value report gift — set the expectation they will receive it every 30 days.
2. 2. Upload all past clients, sphere contacts, and renters (not just closed buyers) into Homebot immediately after closing or first contact.
3. 3. Co-brand Homebot with producing agents: give the agent their own digest first, let them get obsessed with their own data, then pitch the 10-contact upload using the ROI math.
4. 4. Open the activity feed daily; note who is most active and call or send a personalized BombBomb screen-share video referencing what they were looking at.
5. 5. Sort database by equity to identify cash-out refi candidates; set a daily goal of 5 personalized outreach videos to those contacts.
6. 6. Expand the same freemium approach to independent insurance agents — they have large homeowner databases, value retention, and are not yet saturated with this pitch.

Worth quoting

“For every deal we hand out, three come back to us.”

“You can't go to thermonuclear war as an LO with a slingshot.”

Best for

LOs who have Homebot but are only using it passively for past clients and haven't yet leveraged it as a systematic agent recruitment and listing-opportunity tool.