How shared clients work
When a lender co-sponsors an agent, Homebot cross-references each database to find shared clients between them. This ensures clients don't receive duplicate reports.
Clients are considered "shared" when the email and home address are identical in their separate databases.
Shared clients only relate to Homeowners; we do not have a concept of shared buyers in our system.
Pausing Reports
Since lenders are featured on every report sent by the agent, we automatically pause the report being sent by the lender and default to sending it solely from the agent.
Click here to learn what a co-branded report looks like and how co-sponsorship works.
Direct Messages
When a shared client sends a finance-related message through the Home Digest experience:
The lender will be notified via email along with the agent, and
It will populate on the lenders Account Dashboard
Have questions?
Send customer support a direct message using the pink icon in the right-hand corner of your account.