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 clients' teams or that Homebot automatically connected for you
Pros co-branding you - Homebot customers who have added you to their clients' teams as a preferred pro
Key features
Status badges - Each partner shows their Homebot subscription status like "Sponsored," "Sponsoring," "Invite Pending," "Needs Co-sponsor," or "Active"
Client counts - See how many clients each partner connection covers
Date Added column - Track when each partner relationship was created
Clickable client names - In the "Your Preferred Pros" tab, you can click client names to jump directly to that client's 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 the Your Preferred Pros side of the tab, you can select multiple partners at once and remove or replace them in your network. You can also add a brand-new partner directly from the replace flow, without leaving the page.
A few connections are locked, based on who created them rather than who the partner is:
Partners you added, or that Homebot connected automatically, can be removed or replaced.
A partner your client added or confirmed themselves stays on their team; you cannot override their choice.
Co-sponsored partners cannot be selected for either action.
Replace and Remove are a permanent part of the Partners page, so you can come back and adjust your list whenever you want.
Best practice: Give these preferred pro's a call! Let them know you have digital marketing covered for your shared client and that they can expect an email with more information.
Learn more about the Homebot Network and preferred partners here.
Common Questions
Why are the Replace/Remove buttons greyed out?
A couple of reasons: co-sponsored partners can't be selected for either action, and Replace 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 clients — not 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 first.
Will my client or the partner be notified when I remove or replace someone?
No — neither gets an email. Your client will simply 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 client can always add that partner back by hand later.
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 else too. If a partner's info is wrong, replacing them with a corrected entry is the current workaround.
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].