Home / Refinance Alerts, Retention & Realtor Partners
Homebot
Sends past clients a monthly home-value and equity digest with refinance, cash-out and move-up scenarios, and alerts the LO when a client shows intent.
| What the AI does | Likelihood to Sell score; AI-powered alerts when clients are likely to buy; AI-driven activity reports; Homebot AI client-facing assistant (beta for 100 LOs) |
|---|---|
| Who it serves | Independent loan officers, Mortgage teams, Retail lender branches |
| Starting price | $125/mo + $100 setup (Starter); Pro $225/mo; Unlimited $300/mo; co-sponsored agents $25/mo each |
| Pricing model | Per month flat |
| Free trial | No |
| Best fit | Solo LO, Broker shop, Lender branch |
| Category | Refinance Alerts, Retention & Realtor Partners |
| Works with | Total Expert, Follow Up Boss, Salesforce, Big Purple Dot, Slack, Zapier |
| Compliance | Posted on the vendor's site: SOC 2 Type II; RESPA Section 8 co-marketing statement; CCPA/CPRA alignment; annual penetration tests. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Homebot sends past clients a monthly home-value and equity digest with refinance, cash-out and move-up scenarios, and its Likelihood to Sell Score and AI-powered alerts tell the LO when a client shows intent; a client-facing Homebot AI assistant is in beta for 100 selected LOs. Loan-officer prices are posted in full: Starter $125/mo, Pro $225/mo and Unlimited $300/mo, each with a one-time $100 setup fee and one agent co-sponsorship included, with extra co-sponsored agents at $25/mo.
The vendor's Trust Center posts SOC 2 Type II (since 2021), a RESPA Section 8 co-marketing statement and CCPA/CPRA alignment, and a consent-capture feature stores a homeowner's phone and text opt-in as an auditable record. Total Expert, Follow Up Boss, Salesforce, Big Purple Dot, Slack, Zapier and an open API are named integrations.