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Homebot & Cloud CMA System Resources & Training Information Below
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Homebot Instructions
Main Flow & System Video
Main Action Tags
(Tags that Applied Execute an Automation)
- #Seller_Homebot - This is 1st Tag that Adds Contact to Homebot
- Homebot_Success - Confirmation Tag thats applied to contact after input
- Homebot_Failed - Just like it sounds. Input Has Failed
- #OS-Homebot_Send-Digest - This Tag Sends Digest Immediately
- #OS-Homebot_Get-Home-Info - This Tag Gets All Information Available on the Home and sends it to the Contact Record in CRM
- #OS-Homebot_Remove - This Tag Removes Boy the Client and The Home from your Homebot Account
- #OS-Homebot_Remove-Home - This Only Removes the Home from The Client & Homebot
- #OS-Homebot_Remove-Client - This Removes The Client from your Homebot Account
- #Buyer_Homebot - This Tag Inputs the Contact into the Buyer side of Homebot
- #OS-Homebot_Engaged - This Tag when applied to the Lead/Contact, They were active in Homebot and Engaged. Take Action!
- OS-Homebot_Engaged-AP-Start - This Tag is for Users that Auto Send out A Campaign when the Lead Engages. This Confirms that Campaign Started
Specific Considerations Use Cases & Workflows
Apartments | Suite | Unit Numbers - **IMPORTANT**- You Must Put the Suite or Appt Number into the Custom Field Titled: HOMEBOT ADDRESS UNIT # More information on this can be found by Watching:
Automatically Sending Digest - Download the Auto Send Digest Below and When a Lead/Contact gets Added to Homebot and the Tag, #Homebot_Success is applied, then it will auto send to the Lead/Contact. BE STRATEGIC WITH THIS!!!
New Seller Lead Flow- Adding to Homebot & Sending Digest- Locate The Action Plans That Run on Any of your Seller Leads. Edit that Action Plan on the first Step, add the tag, #Seller_Homebot, which adds them automatically to your homebot. When Combined with the above send digest automation, its magic!! Watch More on this here:
Client Alert Events & Other Tags
OS-HOMEBOT_Alert
OS-HOMEBOT_buyer-digest
OS-HOMEBOT_buyer-digest-buyer-viewed-markets
OS-HOMEBOT_buyer-digest-buyer-viewed-report
OS-HOMEBOT_home-digest
OS-HOMEBOT_home-digest-client-tuned-value
OS-HOMEBOT_home-digest-cma-request
OS-HOMEBOT_home-digest-view
OS-HOMEBOT_home-digest-viewed-dream-home-panel
OS-HOMEBOT_home-digest-viewed-market-panel
OS-HOMEBOT_home-digest-viewed-refi-details
OS-HOMEBOT_system-
OS-HOMEBOT_system-avm-up
OS-HOMEBOT_system-loan-new
OS-HOMEBOT_system-shifted-to-monthly-digests
OS-HOMEBOT_system-shifted-to-quarterly-digests
Automations to Download
- Osirs Auto Send Homebot Digest
➡️ CLICK HERE TO DOWNLOAD - New Seller Lead Add to Homebot
➡️ CLICK HERE TO DOWNLOAD
Cloud CMA Instructions
Main Flow & System Video
Main Action Tags
- #Seller_CMA - This Adds the Lead/Contact in CloudCMA and Produces a "Quick & Dirty" CMA on their Address Which gets added as a note & added to the CloudCMA Custom Fields. **THIS DOES NOT SEND THE CMA
- #CMA_Success - This tag confirms when the CMA was successfully Made
- CMA_Failed - Just Like it Sounds.
- #OS-CMA_Send -This Sends the CMA via CloudCMA Automatically.
- #Seller_CloudHomebeat - This Adds the Contact & Address to the Homebeat System of CloudCMA
- #Buyer_CloudTour - This Creates a Cloud Tour for this Buyer. **COMING SOON
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