If you've received an email saying you're now featured on a Homebot report sent to one of your past clients, you've been added to the Homebot Network as a preferred agent.
The Homebot Network connects you, the preferred agent, directly with clients and prospects at key moments in their journey, all within the Homebot experience sent by their Loan Officer, Title, or Insurance Agent.
You’ll be co-branded as the go-to real estate expert, helping clients get fast, accurate answers to questions about their home value, market, and next move.
No subscription? No problem. You don’t need a Homebot account to benefit from being a preferred agent. However, upgrading to a paid subscription unlocks additional features and full functionality.
If you are interested in learning how Homebot can support your business, click here to fill out a form to join a group demo!
How preferred agents are added to The Network
You may be added to the Homebot Network in one of three ways:
Homebot automatically matches clients with their most recent buyer's agent using historical transaction data, based on their home address and purchase date.
Manually by the Homebot customer
Directly by your past clients through their Home Digest or Home Search experience.
Once added:
If Homebot matched you automatically, you won't hear from us right away. The Homebot customer gets a week to review new matches before their clients see them. When that week ends, you'll get a "{contact} now sees you in Homebot" email and be featured on the client's Homebot.
If a Homebot customer or the client added you, you're featured on the client's Homebot right away.
The client will be asked to confirm the connection. If they're working with a different agent now, they can update to that person.
If you don't have a photo on your profile yet, your "{contact} now sees you in Homebot" email includes a Claim your profile button. Claiming your free profile lets us display your photo and contact information within the Homebot experience, which increases the chances that your client will recognize and confirm you as their preferred partner. More on that below!
What happens next?
If you’re already an active Homebot Real Estate Agent, there’s nothing else you need to do. You’re all set! As long as your profile is complete—with your name, photo, email, company name, phone number, and logo—you’ll automatically appear in the right places throughout the client’s Homebot experience.
If you’re curious where you’ll be featured and what that looks like to clients and prospects, continue to the next section of this article.
If you don’t have an active Homebot subscription, claim your free profile:
Click Claim your profile in your "{contact} now sees you in Homebot" email, or log into your free Profile Manager using just your email.
Verify your name and email.
Upload your profile photo and accept the Terms of Service.
Add your logo, phone number, and company name for a more polished experience for your clients.
That's it. Your enhanced branding will appear throughout your shared clients' Homebot experience. See email examples below.
How your branding appears before claiming your profile:
How your branding appears after claiming your profile:
Where preferred real estate agents are featured
You’ll appear across a variety of real estate related touch points in the Home Digest and Home Search experience, including:
Your Team drop-down
Tune your value module (trigger CMA requests)
Should You Sell module
Purchasing Power module
Short-term rental module
On every listing in Home Search
Click here to learn about the Home Digest experience for homeowners/past clients.
Click here to learn about the Home Search experience for buyers/prospects.
A few examples of where preferred agents are featured
"Tune your value" module:
"Purchasing Power" module:
On every listing in Home Search:
Communications you’ll receive from Homebot
A "{contact} now sees you in Homebot" email when clients start seeing you as their preferred real estate agent. The first one usually arrives the next morning. After that, it comes on Mondays when you have new clients.
The Partner Opportunity Digest, a Tuesday email sent when clients you share with a Homebot customer show buying, selling, or refinancing activity. If you already have a photo on your free profile, you may get this email instead of the one above. Learn more in Partner Opportunity Digest: What It Is and How It Works.
A Direct Message Email any time a client asks a real estate-related question or requests a CMA via their Home Digest or Home Search experience. The Lender will be cc'd on these communications.
Occasional product updates or tips (you can unsubscribe anytime)
Email examples
Example of a Partner Opportunity Digest Email:
Example of a Direct Message Email with the lender cc'd:
Free profile vs. paid subscription
With a free profile, you get:
Profile Manager access, a limited version of Homebot where you can upload your photo, logo, and contact information, see all your Homebot Network connections, and view which professionals are co-branding you. Log in at your free Profile Manager using your email.
Co-branding in real estate modules on the Homebot experiences other professionals send to your shared clients.
Emails when clients start seeing you, when shared clients show activity, and when they ask real estate questions.
Zero cost. No subscription required.
With a free profile, you can't import your own client database or send Homebot reports to your clients.
With a paid subscription, you also get:
Import up to 250 clients from your own database
Send monthly Home Digests to your past clients
Private Home Search for buyers and sellers
Video messaging features
Mobile app access for your clients
Lead capture pages
Activity tracking to see client engagement
Learn more about Homebot for real estate agents, or join a live product demo for agents.
Managing your presence
Prefer not to participate? You can opt out of the Homebot Network from the link at the bottom of any email we send you, or by clicking the red Opt out button from your free profile under Account > Billing Info.
To remove yourself from a specific client, please contact [email protected].
Best practices
📸 Enhance your profile for maximum visibility
📩 Stay responsive to client questions
🤝 Collaborate with the partner on Homebot to build lasting relationships
FAQ’s
1. How do preferred agents get added to the Homebot Network?
Preferred agents can be added automatically through the Homebot Network, by the partner sending Homebot (on behalf of the client), or by the client directly.
Good news! Preferred agents don’t need a Homebot subscription to take advantage of the Homebot Network.
2. Does the free profile cost anything?
No. Real estate agents can claim their profile and receive co-branding completely free.
3. Can I upgrade from a free profile to a paid subscription?
Yes, at any time. Log into your Profile Manager and go to the billing section to upgrade.
4. What if the client works with a different agent now?
Clients can update their preferred agent at any time. Homebot asks clients to approve their matched agent, so they have full control.
5. Can preferred agents communicate with the partner on Homebot?
The partner on Homebot (Loan Officer, Title, or Insurance Agent) may reach out to connect directly. In the meantime, there's nothing you need to do unless one of their clients reaches out first. If that happens, you’ll be sent an email with the lender cc’d and can introduce yourself then.
6. Can I opt out?
You can unsubscribe from emails or remove yourself from the Homebot Network altogether by clicking the button at the bottom of the emails you receive from us. To be removed from automatic matching, contact Homebot support.
If you’d like to be removed from a particular client, please contact [email protected].