What is the Partners Added email?
When enrichment adds partners to your book, you get a weekly email letting you know. Those partners aren't shown to your contacts until seven days after the email, which gives you time to review them first. The seven days aren't a deadline. You can change your partners anytime, before or after.
The email has the subject line "We added {n} partners to your book." It tells you how many partners were added and the date marketing to your contacts starts. The Review your new partners button signs you in and opens your Partners tab, where you can remove or replace connections.
Key rules to know
At most one email a week. Enrichment runs every night, but everything it finds during the week goes into a single Monday morning email. If there are no new partners that week, you get no email.
Contacts see new partners the following Monday. All partners in the email start showing to contacts the Monday after it arrives.
You see new partners right away. They show up on your Partners tab and on each contact's Team tab, labeled with the date marketing starts.
No action is needed. If you're happy with the partners, they go live on the date in the email.
Changes during the review week take effect right away. If you remove or replace a partner, your contact never sees the original partner.
The review week only applies to partners enrichment adds. Anything you or a contact changes, including a partner you add yourself, shows up immediately.
Contact-confirmed partners are protected. If a contact added or confirmed a partner themselves, you can't remove or replace that partner for that contact.
How to review your new partners
In the Partners Added email, click Review your new partners.
On your Partners tab, look over the new partners, which are labeled with the date marketing starts.
To change a partner, select it and choose Remove or Replace.
Leave the rest as-is. They go live on the date in the email.
How to add a partner to a client's team
To add a professional to a specific client’s team, use the Team tab on their profile. To review and manage partners across your book, use the Partners tab.
Partners vs. co-sponsors
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 your Partners tab. Learn more in Preferred Agents vs. Co-Sponsored Agents.
For full details on removing and replacing partners, see Partners Tab and Best Practices.
When contacts start seeing new partners
Depending on when in the week a partner is found, it reaches contacts in one to two weeks:
Found on a Sunday: The partner goes out in the next day's email and reaches contacts about a week later.
Found on a Tuesday: The partner waits almost a week for the next Monday email, then another week for your 7-day review period.
We chose once a week so you get one clear update instead of frequent emails. Enrichment can take a few days to fully process your contacts, so new partners often turn up on back-to-back nights.
Common questions
What does my contact see during the review week?
Nothing yet. The new partner doesn't appear on your contact's team, isn't shown in their Homebot experience, and can't be messaged until the go-live date.
Do matched partners hear about it during the review week?
No. Partners get nothing until the review week ends. Then they get the "{contact} now sees you in Homebot" email. The first one usually arrives the next morning, and after that it comes on Mondays when they have new contacts.
Can I still make changes after the go-live date?
Yes, anytime.
If I remove a partner, will enrichment add them back?
No. Once you remove a partner, enrichment won't add that partner to any of your contacts again.
Can I stop enrichment from adding new partners?
Yes, but you can't turn it off yourself. Message our support team and we'll turn it off for you. New matches stop, but partners already added stay. Any still in their review week still go live and still appear in that week's email, so remove the ones you don't want on your Partners tab.
Can I stop getting this email?
Yes, but you can't turn it off yourself. Message our support team and we'll turn it off for you. Enrichment and the review week keep running as normal; you just won't get the email. Please don't use the unsubscribe link, because that also stops our other customer emails.
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].