Homebot & myHomeIQ

LO Ninja is happy to be integrated with myHomeIQ & Homebot to bring you advanced borrower post-close automations, portal access, & client engagement tools.

1. Introduction to Integration:

   • Understand how LO Ninja creates a client profile when a borrower reaches the 'loan funded' stage in Arive.

   • The automation sends over loan details to Homebot or HomeIQ.

2. Enhancing Client Profiles:

   • Dive into the importance of manually updating profiles with finer details in Homebot or HomeIQ to enrich the client's experience.

3. Navigating the Workflow Sequence:

   • Access the 'Post Close Nurture' workflow folder via the marketing sidebar.

   • Verify the welcome email template in the dropdown and ensure it matches your chosen platform.

4. Customizing Email Templates:

   • Locate the Homebot and HomeIQ email templates within the 'Post Close' email template folder.

   • Preview, modify, and align these templates with your brand's voice.

   • Ensure the correct template is linked in the workflow.

What is the integration? These tools are designed to give homeowners a way to stay informed about their property value & market trends. Using these tools with LO Ninja is all about helping your clients engage more with your brand by providing them with these valuable insights, keeping you top of mind, & tracking engagement.

Need Homebot or HomeIQ Integration? If you're utilizing Homebot or HomeIQ and haven't set up the automation yet, please reach out to [email protected]. We're here to facilitate the integration for you.

Homebot and HomeIQ Integration in LO Ninja

In this lesson, we'll guide you through the seamless integration of Homebot or HomeIQ with LO Ninja, ensuring your clients have a comprehensive profile and experience.

If you decide to switch platforms in the future and require a new automation setup, our support team is here to assist.