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Add people — your book is your gold
Your database is the whole game, so getting people in is as easy as it can be. Two ways in — paste a list or add one person — or load your whole database from a CSV below. Everyone lands in the book you already have, duplicates are skipped, and nobody is ever loaded twice.
🔒 Adding people takes your account. Your book lives under your account — that keeps it yours and keeps everyone else out. Create the account below and this card unlocks.
Loading your list takes an account — a minute, once.
Your book lives under your account: it’s yours on any device, nobody else can see it, and nobody else can load into it. Looking around stays free and open — the account is only for loading and saving your book.
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City, state, ZIP, phone (optional)
Your book is yours — download it any time, in one tap. No support ticket, no waiting, no asking anyone. (A brand-new book exports the one labeled sample row, so you can see the shape of the file.)
Every person in your book gets a Sell score (0–100) — built from their equity, how long they've been in the home, how their value has moved, and whether they've replied. Your hottest homeowners rise to the top: look for the score on the People list below.
Start here — this is your Homeowner HQ
Realtors join for $25/mo all-in and lenders join for $25/mo; if your lender sponsors you as a realtor, they pay your $25 join — yours is $0. Your book, your profile, and monthly updates under your name are included — the realtor join includes up to 250,000 book emails a month, and the lender join includes up to 50,000 book emails a month. Messaging is included free for realtors; for lenders, messaging is $100/mo more — $125/mo total for lenders. Join now: joining is free until Dec 4, and billing starts Dec 4. Homeowners never pay.
Join HQ — realtors $25/mo · lenders $25/mo Lender messaging — $100/mo
How activation works: check out with the same email you use in HQ and your join / messaging switches on automatically — usually within a few minutes. If it is not on shortly after checkout, message us and we will sort it right away.
Manage or cancel any time — no support call, no form, no story. Your membership lives on Whop: open your Whop orders and cancel or change it right there. It takes effect on Whop's schedule and we never hold your book hostage — export it below any time, member or not.
Your book stays yours. When you load it, each homeowner gets one quiet record on the national side, attached to you and nobody else — its only job is to route that homeowner back to you when they tap your link. It is invisible to everyone else: never sold, never a mailing list, never shown to lenders. And if you ever leave, it is wiped.
Homeowner HQ is your Homebot: load your homeowners once, and it keeps them warm with a monthly update on what their home is worth — from you. First, tell it who you are. This is the name your homeowners, and our national website, credit.
WHAT HOMEBOT CHARGES
$50 a month on your own — their $25 price only comes with a lender co-sponsor — plus a $50 setup fee, plus $10 a month for every extra 100 clients past the first batch. Every month, forever. And if you ever want your own client list back out of it, you file a support ticket and wait.
WHAT HQ CHARGES
$25 a month, flat — no setup fee, any book size, and $0 join when your lender sponsors you. Your book is yours: download it any time, in one tap — no ticket, no waiting.
Your book itself never leaves this app — all the national side holds is one quiet routing record per homeowner, just enough to send them back to you when they tap your link.
That's why the membership can stay at $25 a month, flat. One closing pays $1,200–$3,000.
Two more doors
Realtors, lenders, and builders each get a door — everyone joins the same HQ at the one price in the Start Here card above, and homeowners are the one side that never pays.
Lenders
Lenders: give your realtors a co-branded Homeowner HQ (you pay their $25/mo join — they pay $0) and stay in front of their homeowners.
Homebot’s loan-officer plans run $125 / $225 / $300 a month, plus a $100 setup fee. HQ is $25/mo for lenders to join and $125/mo total with messaging — no setup fee (realtors join at $25/mo all-in, messaging included).
Join, open your lender door, and invite your realtors with your personal link, and — when a realtor approves the connection — your name, company and contact ride every homeowner update they send. You see totals only: realtors connected, updates carrying your name, engagement in aggregate. Never a book, never a homeowner's name. Refinance introductions reach you only when a realtor taps to introduce one household.
Builders
Builders: load your past buyers and never lose a resale.
Open your builder door, load your past buyers, and HQ scores every household. When a buyer is getting ready to move, one tap introduces them to our referral desk — and when homes sit costing you money, the desk is how our agent network moves standing inventory.
Every other pro
Pros: claim your profile in the directory realtors search.
Title · home inspectors · insurance · photographers · transaction coordinators · stagers · real estate tech — if the desk already lists you in Find Pros, claim that listing with the business email on it and it's yours to keep current. No listing yet? Claim your profile and you're in the directory realtors search, sorted with the claimed pros.
Lender connection
Messages
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📊 Your performance
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📊 Your last 30 days
Ways to improve
Your book, by the numbers
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🎬 Video & voice — who watched
Played, watched to the end, and replied — recorded by HQ's own player, on the homeowner's record. No second dashboard.
Open this tab after a video send and the plays land here.
What this report tracks, exactly: sent (Gmail confirmed it) → delivered (Gmail accepted it — inbox placement is not tracked, and nobody honest can promise it) → played → watch progress (25/50/75/100%) → replied (corrections + replies land below). No stage is ever guessed or filled in.
🔥 Heat alerts
Borrower heat shows here the moment it happens.
✏️ Homeowner corrections — the two-way digest
Corrections land here.
✅ BounceCheck — clean your list before you send
Done cleaning? Download the clean list in BounceCheck, then load it from your Profile tab (Load Your Book) — that order keeps the dead addresses out of your book for good. If the checker doesn’t load right here, open it full-screen instead:
Paste a list or drop in a CSV and BounceCheck calls every address honestly — Dead, Risky, Domain OK or Verified — then hands you the cleaned list to download. Clean first, load second: a clean book is what keeps your sends landing.
🎬 Your video library — record a few, send forever
The whole homeowner library is 9 recordings — one intro, eight evergreens (H1–H9). Record each once (or paste a YouTube/Wistia link you already have), and every send after that is one tap in the composer below. Your intro is the one every other send borrows — it goes first.
For your homeowners
For your realtors — the lender sequence
These are the videos that turn your realtors into senders. R1 is the invitation itself — and your invite link rides with it, one tap to copy.
📺 Already have it on YouTube or Wistia?
Paste the link and it becomes a library video — sendable today, no upload, no waiting on hosting. It plays inside your homeowner's HQ page, and HQ tracks the play and watch progress the same way wherever the embed reports them — and says so plainly where it can't.
🎬 Video & voice sends — done right
Checking video hosting…
A voice note rides the same pipe as video: one tap to play, tracked the same way — and it's included, not a paid add-on.
🎙 Voice mode — hit Record and talk.
📺 Sending your pasted video:
It plays inside the homeowner's HQ page from — tracked by HQ the same as a hosted video, wherever the embed reports it. Recording and upload are set aside for this send.
Your thumbnail is the email's headline — scrub the preview to a good frame, then set it.
Sends ride your Gmail from the Send card (connect it there if you haven't), inside the same caps and 7-day gate as your updates. A send in progress can be retired below — the link dies honestly instead of breaking.
⚡ Your number changed — send the day it happens
Your sends
Refi & equity signals
Referrals
Your Referral Chase inbox — the needs you claimed. The introduction, the status ladder, and your check-ins live here.
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Find Pros
Search for the pros around your deals — by name, business, metro, or type. Nothing is listed until you search. Claimed profiles sort first — those are pros you can actually reach.
Sign in — email code first
Sign in with just your email — we give you a sign-in code, you type it here, you're in. Your account also carries an AgentOS password as a fallback (it works across your AgentOS apps) — the code is the front door, the password is the spare key.
Signing in on another device? Get a one-time code here and type it in this same card on that device — nothing to email, nothing to install.
Your link — your people, your credit
Set yourself up above and your personal link appears here — the link you send your homeowners. Anyone who comes in through it is credited to you.
This is your page on our national website — your name on it. Anyone who taps your link lands here attached to you. Send it to your people: in the monthly update, by text, anywhere.
Homeowners attached on the website: not counted here yet — taps attach on the website; counts will show here once the website reports back.
A homeowner reaches the website by tapping your link — and lands attached to you. Your book stays in this app; what is staged on the national side is only the quiet routing record that sends them back to you.
No book loaded yet \u2014 load it below, then send right from this tab.Book: 0 homeowners
Load your book
Three steps: quick check, your list, confirm.
Working from a cold or older list? Run it through the BounceCheck tab first (bottom of the screen) and load the cleaned list it hands back — dead addresses never reach your book.
🔒 Loading waits for your account. Your book lives under your account — that keeps it yours and keeps everyone else out. Create your account on the Profile tab and this card unlocks.
Step 1 — Quick check
Is this your own CRM — people who know you — and NOT a cold or bought list?
✓ Confirmed — your CRM, not a cold list.
Then don't upload it here. Homeowner HQ only sends to your own people — that's what keeps your emails out of spam folders.
Step 2 — Your list
Step 3 — Confirm
Or paste your list — no file needed
One person per line (name, email, street address) or a pasted CSV. Duplicates are skipped and counted.
Saves one file — homebot-hq-for-agentcrm.json — to import in AgentCRM (“Import from MailBook”). Built on your device; if your apps are linked, the households sync on their own and you can skip the file.
🎯 Work this list by selling signal
What Homeowner HQ remembers
Your file never leaves this device — this list lives only in this tab, and HQ’s panels only ever show counts.
Remove homeowners
Adding lives above, removing lives here — book management in one place. Removing is permanent: the household leaves your book, every segment and every sheet at once, and stays out. If they ever show up in a future import or sync, Homeowner HQ keeps them out. Somebody who replied STOP stays out forever.
Remove by list
Upload a CSV with an email column — the same exports the add flow takes. Every email in the file goes on your removed list, even ones not in the book right now, so a later import can never bring them back.
Remove one person
Removal log
Nobody has been removed yet. Every removal lands here — date, email, and how — so there is always a record.
Email-only contacts
Email-only contacts — no home on file. These people are not in your homeowner book and never count in your book numbers: no address, no value, no score. They’re here so you can email them — pick Email-only contacts on the Send card below and write your own message (there’s no built-in home update for them, because there’s no home on file). Anyone who opts out is skipped on every send, same as your book. If a contact later gets a home on file, add them to your book and they leave this list on their own. Removing a contact here also puts them on your removed list, so they can’t come back on a future import.
Nobody here yet. When a list of emails with no homes attached is loaded for you, they land here — and you can add one yourself below.
Add one contact
Send from Homeowner HQ DRY RUN — nothing really sends
Sends go out under your name while this app is open — the footer from the load card attached, and nobody who opted out is ever emailed. If someone replies STOP, tap Opt out next to their name: this version does not read your replies, and it will not pretend it does.
On every send: nobody is emailed twice inside 7 days · an email that would leave a blank (a value the record doesn’t have) never goes out · if a send doesn’t confirm, nothing is marked sent. Every skip is counted in the result line.
🔒 Locked — answer Yes to the quick check on the load card on your Profile tab first. Homeowner HQ only sends to your own CRM, never a cold list.
Daily cap — sending stops for the day when you hit it. The proven pace is 35 a day; raising it is your call and your Gmail’s risk.
Write a one-off email
Send to
Email-only contacts have no home on file — write your own subject and message; there’s no built-in home update for them. {first_name}, {last_send} and {last_campaign} still fill in per person.
To: the 0 people with an email in no list loaded yet — your book lives on your Profile tab. Opted-out people are left out automatically. {first_name}, {value}, {equity}, {address}, {last_send} and {last_campaign} fill in per person.
No subject or body yet? The preview is the built-in monthly update — write your own and yours is used instead.
Due today
These follow-ups are due. Send each one right from here — it goes out from your Gmail, and that person moves on to their next step. Marked sent only after Gmail confirms.
Your sequence — Monthly
This is your book’s automatic home update, running on the sequence plan you picked in your Profile. HQ works out who is due — you tap send. One-off emails and follow-ups never touch it.
Follow-ups that send themselves
A follow-up is a few emails spaced by days. Start people in one and Homeowner HQ works out who is due, every day, from the day each person started — you just tap Send due now.
What Homeowner HQ remembers
Worked out fresh from this device's own sender records — the last email to each person, where they stand in their follow-up, the home numbers already on their record, and the note you saved on them. Your notes stay on this device: they never go into an email, the CRM bridge, or a question to the help desk.
People Homeowner HQ is emailing
Everyone you have enrolled or emailed from this card, saved on this device only. Someone replies STOP? Tap Opt out and they never get another email — follow-ups included.
