For new home builders
Manage every homebuyer moment while it's happening.
HTMS manages 19 touchpoints from the first online visit to the one-year anniversary and sends a short text survey at 18 of them. The 45-day Thank-You Note is a card, not a survey. AI reads every comment the moment it arrives and tells the right team member what to do next.
Why continuous
Milestone surveys tell you what went wrong. HTMS helps you fix it in time.
Most homebuyer programs survey at a few points, often after closing. By then, a frustration from escrow or construction has already shaped the buyer's review and referral decision.
A few long surveys, after the fact
- Measured at move-in, mid-year and year-end
- Longer questionnaires that take several minutes
- Comments read later, by keyword or by hand
- Results arrive as reports for managers
Short check-ins at every moment that matters
- 19 touchpoints from first online visit to year one
- 3–4 quick questions plus one comment, by text
- AI reads every comment in context, instantly
- The touchpoint owner gets an alert and a next step
Continuous touchpoint management
Every stage of the journey has an owner, a timing trigger and action rules, so nothing waits for the next quarterly report.
Few questions, every time
Under a minute by text message. Buyers answer because it respects their time, and frequent small check-ins replace one long questionnaire.
AI verbatim analysis
Reads emotion and intent, pinpoints issues, recommends immediate actions, and escalates anger, safety or legal risk to management.
How it works
From a buyer's text reply to a fix, the same day.
A touchpoint happens
For appointments like the framing tour, the owner gets a reminder beforehand and confirms it with one tap afterward, and only then does HTMS send that stop's survey. Check-ins timed from closing, such as the six-month check-in, are date-based: the survey goes out on that date once the closing is recorded. In-person visits, such as the 60-day homeowner care visit, always wait for the owner's confirmation. Your office can also record completions by CSV upload or manual entry. CRM integration is Phase 2, not a field evaluation feature.
The buyer answers by text
3–4 tap-to-answer questions and one open comment. Less than a minute.
AI reads the comment in context
Scores, account history and the words themselves are analyzed together for emotion, issues and urgency.
The right person acts
The touchpoint owner gets a plain-language alert with a recommended action. Serious issues escalate to management automatically.
The loop closes, then the cause gets fixed
The owner marks it resolved, and an optional one-question text confirms with the buyer. The owner also records the cause and where it was first missed, and a repeat pattern becomes one process change with an owner and a date. Every result rolls into the daily digest and the Monday dashboard.
Lot 42 · Build Progress Updates
"Nobody told us framing was delayed two weeks. We had to change our lease."
The Journey
19 touchpoints. One continuous relationship.
Follow the road from the first online look to the one-year home anniversary. As the car passes each stop, open its text survey to see the questions, the AI analysis and the action items it triggers. No buyer receives more than one survey in any 7-day window, and any touchpoint can be turned off.
Welcome Home
The road ends at the front door, but the relationship keeps going with care visits at 60 days, six months and one year.
AI verbatim analysis
Try it: see how HTMS reads a buyer's comment.
Pick a touchpoint, type or choose a sample comment, and see the emotion, issues, recommended actions and who gets alerted.
This demo reads your comment with a live AI model accessed through a commercial AI API service. Personal details are removed before the comment is sent and HTMS does not store demo comments, but please use made-up examples only. If the AI is busy or the daily demo limit is reached, an instant rules-based preview runs in your browser instead. In HTMS, the AI also sees the buyer's scores for that touchpoint, and the keyword rules run on every comment as a safety net.
Immediate, actionable feedback
Service targets
These are the targets HTMS is built to meet. They are measured and reported from field evaluation data, then confirmed in each client agreement.
AI analysis
Each comment is read in context as soon as it arrives.
Owner alert
Text and email to the touchpoint owner during alert coverage hours, with the reply, scores, AI reading and a recommended action.
Escalation
Anger, safety, legal-risk or cancellation-risk language goes straight to the supervisor named for the touchpoint owner, at any hour.
Recommended follow-up
Builder-set target for negative replies: 24 hours, or one business day as the book recommends. Tracked in the dashboard so nothing slips.
Action digest
Every morning: open issues, overnight replies, overdue follow-ups and praise to share with the team.
Coaching summary
Scores and themes by touchpoint, community and team member.
Alert coverage hours
Owner alerts run during your business hours, by default 8 a.m. to 6 p.m. local time, Monday through Saturday. Other replies that arrive outside those hours are analyzed right away and queued for the next morning digest, and the owner alert goes out at the start of the next business day. Anger, legal-risk and cancellation-risk language escalates to the owner's supervisor immediately, at any hour, and safety-risk language also goes to your designated on-call contact.
Compare
How HTMS compares with typical homebuyer survey programs.
HTMS can run alongside an existing benchmark survey, so you can add real-time touchpoint management without giving up the industry rankings you already track.
A consolidated market: Eliant is now part of Zonda, which is merging its TrustBuilder ratings with Eliant's Reviews into a single solution on NewHomeSource (Zonda, November 2025). Zonda is now owned by CoStar Group (CoStar Group, August 2026). Your benchmark scores and public ratings stay where they are; HTMS works alongside them.
What HTMS is not: HTMS does not replace benchmark rankings and awards programs. It is the operational layer that runs alongside them.
| Capability | Typical milestone programs | HTMS |
|---|---|---|
| Measured moments | A few milestones, often after closing | 19 touchpoints, first online visit to year one |
| Survey length | Longer, multi-section assessments | 3–4 questions plus one comment, under a minute |
| Survey spacing | Varies by program | No more than one survey in any 7-day window; any touchpoint can be turned off |
| Channel | Often email or web links | Text message first |
| Comment analysis | Keyword flags, summaries or manual reading | Contextual AI on every comment, as it arrives |
| Speed to action | Periodic reports and dashboards | Target: owner alert within 5 minutes during business hours, with a next step |
| Accountability | Department-level scores | Every touchpoint has an owner, timing and action rules |
| Cost per touchpoint | Avid Ratings (now AvidCX): pricing averages $36 per closing for one survey touchpoint (2020) | About $2.72–$3.28 per surveyed touchpoint |
Pricing
All 19 touchpoints for less than many programs charge for one.
An AI-first, text-based service has no call centers, mailed surveys or manual comment coding, so the savings go to you.
Starter
Builders closing up to 60 homes a year
- All 19 touchpoints
- AI verbatim analysis
- Owner alerts and daily digest
- Standard dashboard
Community
Growing builders closing 61 to 170 homes a year
- Everything in Starter
- Custom questions and action rules
- Weekly coaching summary
Builder
Regional builders, 171 closings and up
- Everything in Community
- CRM integration
- Division reporting
Enterprise
Multi-division production builders
- Everything in Builder
- SSO, API and data export
- Runs alongside benchmark programs
- Dedicated success manager and quarterly executive review
How every field evaluation is measured
- Response rate per touchpoint
- Time from a negative reply to owner contact
- Issues resolved before closing
- Online review volume
- Referral leads
Case studies are published only with the builder's permission.
What would HTMS cost you?
Move the slider to your annual closings.
Visionary Builders rate applies to the Builder tier only.
Median price: U.S. Census Bureau, 2025. Gross margin: NAHB average for single-family builders, fiscal 2023; use your own margin. Estimates exclude one-time Enterprise setup fees and text-message taxes.
The book
The method behind HTMS, in one book.
HTMS runs the program described in Alex Roqueta's book. Every chapter that asks your team to do something has a matching feature in the HTMS application.

6 × 9 paperback · 138 pages
Surveys Don't Create Evangelists
How addressing problems as they occur turns homebuyers into advocates
By Alex Roqueta
Coming soon in paperback| What the book asks | What HTMS does |
|---|---|
| Map nineteen moments, each with an owner and a timingCh 4, Appendix A | The 19-touchpoint library, with a named owner for every stop and a named backup for every owner. |
| Ask right after the moment, never more than one survey a weekCh 8 | Each survey sends once the owner confirms the moment happened, or on its date for check-ins timed from closing, never before. The 7-day rule holds the next survey in journey order and respects the buyer's quiet hours. |
| Read every comment, worst firstCh 9, Ch 14 | AI reads each comment in context and sorts concerns by triage: safety, daily life, cosmetic. A de-identified copy is ready for coaching. |
| Put one name on every concernCh 11 | The owner is alerted within minutes during coverage hours. If the owner is away, the alert goes to the backup. Follow-up is due within your target: 24 hours or one business day. |
| When it goes badly, escalate in three levelsCh 14 | Level 2 goes to the owner's supervisor automatically for risk language, repeat issues and missed follow-ups. Level 3 goes to the president you name, by a manager's decision. |
| Fix the case, then fix the causeCh 12 | Each resolution records the cause and where it was first missed. Process changes are tracked with an owner, a due date and before-and-after comment counts. |
| Four numbers for MondayCh 10, Appendix C | The Monday dashboard: response rate by moment, time to resolution, referral intent by journey stage and comment patterns by community, with a decision box under each. |
| Start with four, then earn the restCh 15, Appendix D | A start-with-four preset (design selections, framing tour, orientation, 30-day check-in), a launch checklist and a 90-day rollout tracker. |
| Earn trust with the dataCh 16 | Texts only with consent, Reply STOP honored the same day, the builder owns its data, and data export is included on the Enterprise plan. |
Founder
Built by someone who has run homebuyer survey programs at national scale.
Illustration: a homebuyer satisfaction workshop
"The day of move-in isn't the end. It's simply the end of the beginning."
Alex Roqueta, in "Future Speak," Builder magazine, 2006
Alex Roqueta
For 12 years Alex was COO/CTO of Eliant, the industry's original homebuyer survey firm, now part of Zonda. He helped grow the client base from 24 to 280+ builder accounts across the country, including some of the largest builders in the nation. He built its survey and touchpoint management systems, designed its customer experience workshops and launched the Eliant Round Table conference.
He then led product and program work at Cisco, at Greenwave Systems on Verizon's Connected Home platform, and at Viasat, and today builds AI-powered applications. HTMS brings both worlds together.
- 1995–2007Eliant, Inc. (now part of Zonda) · COO/CTOSurvey systems, workshops and keynotes for builders across the country
- 2008–2013Cisco Systems · Sr. Program ManagerCloud portals, mobile apps, analytics and BI reporting
- 2013–2019Greenwave Systems · Technical DirectorVerizon FiOS Gateway and Connected Home programs
- 2019–2020Viasat · Customer Experience LeadLaunched Viasat Connectivity Manager for business aviation
- TodayAI product builderAI text analysis, rules engines, alerts and cloud apps
Selected articles, Big Builder and Builder magazines
Questions
Frequently asked questions
Won't 18 surveys tire out buyers?
Only 18 of the 19 touchpoints are surveyed. Stop 16, the Thank-You Note, is a mailed card, not a survey. No buyer receives more than one survey in any 7-day window, and any touchpoint can be turned off. When stops fall close together, such as contract day, escrow opening and the team introduction call, HTMS holds the next survey until the window clears. Each survey takes under a minute, is tied to a real moment the buyer just experienced, and gets at most one reminder.
Can we keep our current survey provider?
Yes. Many builders start by running HTMS alongside an existing benchmark survey, including Eliant and TrustBuilder, both now part of Zonda. HTMS handles real-time touchpoint management while your current program continues for industry rankings.
How accurate is the AI?
AI recommends; people decide. Every alert includes the buyer's original words so your team can verify the reading, and escalation rules are tuned with your field evaluation data.
Is texting buyers compliant?
HTMS texts only buyers with consent on file, honors "Reply STOP" opt-outs immediately and uses registered business sender numbers (A2P 10DLC) as U.S. carriers require. Buyers without text consent, or who reply STOP, get the survey link by email instead, and every survey email has an unsubscribe link.
How fast can we launch?
The standard 19-touchpoint library, with ready-made questions, comment prompts and action rules, can be live on a field evaluation community in weeks, then customized.
Who owns the data?
You do. The builder owns its buyer data. HTMS will never use one builder's data to train models for another builder, and will use anonymized, aggregated data for any HTMS benchmark index only with that builder's written permission. Buyer data is encrypted and access is limited by role.
Is the Thank-You Note a card or a survey?
A card. About 45 days after closing, the Sales Counselor mails a handwritten card. HTMS logs it as complete and sends no survey, so 18 of the 19 touchpoints are surveyed.
What happens to replies after business hours?
They are analyzed right away and queued for the next morning digest, and the owner alert goes out at the start of the next business day. Anger, legal-risk and cancellation-risk language escalates to the owner's supervisor immediately, and safety-risk language also goes to your on-call contact, at any hour.
Which plan fits a builder between 60 and 200 closings?
The Community plan, at $69 per closing for 61 to 170 closings a year. The annual cost rises smoothly with volume: $4,188 on Starter at 60 closings, $4,209 on Community at 61, $11,730 at 170, then the Builder plan minimum of $12,000 until about 204 closings, where $59 per closing takes over. There is no price jump when you grow from one plan to the next.
How does the 90-day 100% guarantee work?
You pay your normal plan fees from day one. For the first 10 builders, that is the $49 Visionary Builders rate with the Builder plan's $1,000 monthly minimum. Client satisfaction is 100% guaranteed. If, in the first 90 days, for whatever reason, you do not feel satisfied with the process and the program, HTMS returns 100% of the amount paid. The guarantee is unconditional within the 90-day window. If you decide to move forward with the program after the 90 days, nothing changes: same terms, same pricing. If you receive a refund, service ends and you receive an export of your data. Running HTMS alongside your current survey is welcome, at the normal rate. If you are replacing a survey contract at renewal, your switch credit of up to 3 free months starts after day 90, so it never reduces the fees covered by the guarantee; if you ask for a refund, the credit does not apply.
Do I have to launch all 19 touchpoints?
No. Every plan includes all 19 touchpoints, but most builders should not start there. The book recommends starting with four surveyed moments on one community: the Finish Selections Session, the Hard Hat Framing Tour, New Home Orientation and the 30-day Feedback Check-In. HTMS has a start-with-four setting, a launch checklist and a 90-day rollout tracker. Add moments one at a time once the weekly meeting runs smoothly and every concern gets its call.
Can I export my data?
Data export is included on the Enterprise plan. On every plan, the builder owns its buyer data, and HTMS will never use one builder's data to train models for another builder. If you receive a refund under the guarantee, service ends and you receive an export of your data.
How are surveys triggered during a field evaluation?
During field evaluations, check-ins timed from closing (30 days, 6 months and 1 year after closing) are sent on their date once the closing is recorded. For appointments and in-person visits, such as the 60-day homeowner care visit, the owner receives a reminder before the appointment and confirms it afterward with one tap: completed, rescheduled, buyer didn't show or canceled, and only then is the survey sent. You choose whether those three check-ins are date-based. Your office can also record completions by CSV upload or manual entry. CRM integration is Phase 2, not a field evaluation feature.
Start a field evaluation
See HTMS on your own communities.
Tell us about your company and we'll set up a walkthrough and a field evaluation plan with a 90-day 100% guarantee.
- Founder-led walkthrough of the 19-touchpoint journey
- Field evaluation on one or two communities with a 90-day 100% guarantee
- Visionary Builders rate for the first 10 builders
- Optional homebuyer satisfaction workshop for your team
Thank you. Your request is in.
We'll reach out within one business day to schedule your walkthrough.