3 Steps to Success
Download the HomeScout app
Use the VIP code that you received in your welcome email when prompted to create your own home search account. OR go to www.homescout.com and follow the same steps. Start your own search for properties in your area and, at the same time, familiarize yourself with the app so you can better serve your customers by answering any questions they may have. See video for a quick tour. (Note: you will have to create a user name and password)
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Property Detail Screen Features
1. Share feature-Share listing via text, email or on Facebook
2. Save as a Favorite property
3. Request to Get Pre-Approved
4. Schedule Showing online by contacting the loan officer or agent
5. Compare Payments launches the mortgage calculator to view various payment scenarios
6. Contact your real estate agent
7. Contact your loan officer
(And many more)
Build your HomeScout buyer pipeline faster with referrals from your current and past customers
Sharing the app is not only critical to your success with HomeScout, it's easy! Share the app with your friends, family, and customers (past and present). You can greatly increase your buyer pipeline by encouraging the people using the app to share it with their sphere-of-influence as well! Make it a goal to get at least 15-20 people into the app in the first several days after you get started. Watch this video for share options.
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Monitor HomeScout activity and connect with buyers through the HBM Dash buyer reporting platform
Once you have begun to build your HomeScout buyer pipeline:
Download the HBM Dash from your app store
Go to the HBM Dash website at www.hbmdash.com
Then login using the credentials provided in your Welcome Email.
(NOTE: If you lost this info, attempt to go through the "Forgot Password/User Name" feature, entering the email address you provided for your HBM Dash account.)
Watch this video on how to access the HBM Dash.
The Quick List is the default screen for the HBM Dash and automatically ranks buyers based on their level of activity on the HomeScout app. This feature will save you time and resources, in addition to giving you the opportunity to stay connected with buyers.
From here you can launch the Fish Bowl for in-depth buyer reporting.
The Fish Bowl is a real-time newsfeed of all buyer activities on the HomeScout app. It provides various time-saving filters that help loan officers and agents view the kinds of activities their buyers are doing, when they are doing it and how often.
• Logged in
• Saved a property
• Viewed a property
• Requested a showing
• Used calculator
• Requested a pre-approval
And many more
Check out our Webinar Series!
Nexgen HBM offers several webinar sessions each week to train loan officers and agents on technology services, including HomeScout and the HBM Dash. To view the list of webinar offerings, go to the "Support" link inside of the www.hbmdash.com*.