Scripts for Using Partner Intel to Approach Agents

This article provides example scripts tailored to loan officers using Partner Intel to reach out to real estate agents. These are designed to feel personalized and tie directly into the value of co-sponsorship.

Learn about Partner Intel HERE.

Find more scripts for loan officers approaching agents HERE.

Subject: A tool your past clients would actually open every month

Hi [Agent Name], I came across your profile while using a market research tool I have through Homebot, and wanted to reach out about something I've seen make a real difference for agents in [area].

I use a platform called Homebot with my own client database — it sends every homeowner a personalized monthly digest with their estimated home value, equity snapshot, and local market data. Open rates run around 40–50% because the content is actually relevant to them, not generic.

What I do for a few of my agent partners is extend that to their past client databases too, co-branded with both of us. Your clients hear from you every single month automatically. You stay top of mind without any ongoing effort on your end.

I'd love to walk you through it — just 15 minutes on a screen share. Would any time this week work for you?

[Your name, title, phone, calendar link]

Subject: Fellow Homebot user

Hi [Agent Name], I came across your profile while using Partner Intel inside Homebot and noticed you're already on the platform — always great to see.

I'd love to hear how Homebot's been working for you and share what I've seen on my end. Would you be open to a quick 15-minute call this week?

[Your name, title, phone, calendar link]

Subject Line:
Let’s connect—noticed you’re doing big things in [City/Area] 🏡

Body:
Hi [Agent First Name],

I noticed that you’re using Homebot and wanted to reach out. I believe it’s one of the best tools for staying in front of clients, nurturing leads, and generating conversations.

Did you know that adding a lender co-sponsor cuts your cost in half and unlocks better features?

With a lender partner, you'll be able to:

Here's a bit about me....[introduce yourself here!]

I’d love to connect and see if I could be a good co-sponsor for you on Homebot – both to help enhance your client experience and reduce your monthly cost.
​

Would you be open to a short Zoom call or coffee to see if this would be a good fit?

​

[Your Full Name]
[Your Title] | [Your Company]
[Phone Number] | [Email]
[Optional: LinkedIn or Calendly Link]

Subject Line:
Saw your upcoming listing in [Neighborhood] — have a quick idea for you 👋

Body:
Hi [Agent First Name],

I came across your upcoming listing at [123 Main St / Neighborhood] through Homebot’s Partner Intel—looks like a great property and a hot area for buyers right now.

I’m a local lender working with several agents in [City/Area] who are using Homebot to not just market listings, but also to stay in front of potential buyers long after the open house.

If you’re open to it, I’d love to brainstorm a way to help you drive more traffic to this listing and also stay top-of-mind with attendees through follow-up tools that offer real value (not just “checking in”).

Would a 15-minute call work this week to show you what that might look like?

Best,

​[Your Full Name]
[Your Title] | [Your Company]
[Phone Number] | [Email]
[Optional: Calendly link]

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