The Partners Tab
The Partners tab is your central hub for managing Homebot Network partners.
What you'll find
Two main sections:
Your Preferred Pros - Partners you've added to your contacts' teams, or that Homebot automatically connected for you
Pros co-branding you - Homebot customers who have added you to their contacts' teams as a preferred pro
Key features
Status badges - Each partner shows their Homebot subscription status, such as "Sponsored," "Sponsoring," "Invite Pending," "Needs Co-sponsor," or "Active"
Contact counts - See how many contacts each partner connection covers
Date Added column - Track when each partner relationship was created
Clickable contact names - In Your Preferred Pros, click a contact's name to jump directly to their profile for quick context
The goal is to give you immediate clarity on partner readiness and reach, so you can prioritize outreach and build stronger referral relationships.
Removing and Replacing Partners
From Your Preferred Pros, you can select multiple partners at once and remove or replace them in your network. You can also create a new partner directly from the replace workflow, without leaving the page.
Some connections are protected. The protection depends on who created or confirmed the connection, not on who the partner is:
Partners you added, and partners enrichment added, can be replaced and removed.
Connections a contact created themselves are protected. If a contact added a partner to their team, you cannot override their decision.
Connections a contact confirmed are also protected, even if you or enrichment originally added the partner.
Co-sponsored partners are excluded. They cannot be selected for either action.
Partners vs. co-sponsors: A partner is a trusted pro on your contact's team who's co-branded in their Homebot experience. Partners are free and don't need a Homebot account. Co-sponsorship is a paid partnership between a loan officer and a real estate agent, where both have Homebot accounts and share the cost of the agent's subscription. Co-sponsored partners are managed separately, so they can't be removed or replaced from this tab. Learn more in Is a Preferred Partner the Same as a Co-Sponsor?
Replace and Remove are a permanent part of the Partners tab, so you can come back and adjust your list whenever you want.
Got a Partners Added email? Learn how the weekly email and review period work in Partners Added Email and the 7-Day Review Window.
Best practice: Give these preferred pros a call! Let them know you have digital marketing covered for your shared contact and that they can expect an email with more information.
Learn more about the Homebot Network and preferred partners in What Is the Homebot Network?
Common Questions
Why are the Replace/Remove buttons greyed out?
There are a couple of reasons. Co-sponsored partners can't be selected for either action. Replace also requires everything you've selected to be the same partner type. Remove still works across mixed types.
How many partners can I change at once?
Select all covers the partners on your current page (up to 10), starting with whoever has the most connected contacts. It doesn't include everything behind a search or filter. There's also a cap of 500 connections per action, so if you're working through a long list, start with your highest-volume partners.
Will my contact or the partner be notified when I remove or replace someone?
No. Neither gets an email. Your contact will see the updated partner the next time they're in Homebot.
Can I undo a remove or replace?
There's no undo button, but nothing is deleted behind the scenes. You or your contact can always add that partner back by hand.
A partner I'm connected to already has their own Homebot account. How do I fix it?
Enrichment only links to an existing account when the email on the transaction exactly matches the email on their Homebot account. To fix it, select the duplicate on the Partners tab and choose Replace. Then pick their real account from Your Partners, or choose Add new partner and enter the email on their Homebot account. Contacts who added or confirmed the duplicate themselves won't move.
Can I edit a partner's name, email, or phone number from this tab?
No. A partner's profile is shared across every customer connected to them, so editing it here would change it for everyone. If a partner's info is wrong, the current workaround is to replace them with a corrected entry.
More questions?
Send a message to the customer support team using the pink icon at the bottom right corner of your account, or email [email protected].