Partner Intel is Homebot's built-in market intelligence platform — it helps you find, research, and connect with the real estate agents, loan officers, lending companies, branches, and brokerages who could become your next great referral partner.
Heads up: As of August 2026, Partner Intel was rebuilt from the ground up. You'll notice a cleaner design, market share data that updates as you filter, and the ability to filter by office or transaction location. This article reflects the new experience.
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Getting started
Click Partner Intel in the left sidebar of your Homebot account to get started. If you don't see it, reach out to support using the pink icon in the bottom right corner to ask about enabling it for your account.
Inside Partner Intel, you'll find four tabs:
Search — look up and filter real estate agents, loan officers, lending companies, branches, and brokerages (this is the default view)
Favorites — quick access to the people and companies you've starred
Connections — a look at the agents you've already done business with, and how much of their volume you're capturing versus other lenders
ZIP Subscriptions — shows which ZIP codes a partner is tracking in Partner Intel for market and listing updates.
Search: agents, loan officers, lenders, branches, and brokerages
The Search tab covers five types of industry professionals:
Real Estate Agents — production history, market share, active/pending/coming-soon listings, and Homebot partnership status
Loan Officers — loan volume and transaction trends, loan type and purpose breakdowns, and employment history
Lending Companies — company-level production, loan officers, and branches
Branches — branch-level production and the loan officers who work there
Brokerages — brokerage-level production, agents, and lender relationships
For any of these, you can either:
Search directly by entering a name, company, email, phone, or license/NMLS ID in the searxh bar, or
Enter one or more locations (zip codes, cities, metro areas, or states) and narrow things down using the filters on the left
Your location defaults to the state your office is in — click the X to clear it and enter your own zips, cities, or metro areas instead. More info on this below.
Filters include:
Transaction time period — from 30 days up to 3 years, year-to-date, trailing 12 months, or a custom date range
Transaction count, volume, and % buy-side
Average selling/loan price
Clients loaded + Homebot status — more info on this below
Favorites only
Each search type also has its own sort options — for example, sort agents by market share or transaction count, or sort loan officers by volume, years in business, or refi percentage.
Location filter: office vs. transaction address
You can now choose whether your location filter searches by where a professional's office is, or where their transactions actually happened — these can be meaningfully different. An agent might be office-based in one city but close most of their deals in a neighboring one.
Filtering by transaction location surfaces professionals who are actively closing business in your target area, even if their office is elsewhere.
Filtering by office location surfaces professionals based out of that area, regardless of where they transact.
Look for the toggle next to the location filter to switch between the two.
Saved searches and alerts
🚨 Best practice: Found an effective search? After filtering your search criteria, click Save search and give it a distinct name. We'll send you timely email alerts when new agents or professionals match your criteria — so you're ready to connect at the right time.
Understanding Homebot status
Every real estate agent in Partner Intel shows a Homebot status, so you know exactly where they stand before you reach out:
Not on Homebot — the agent isn't using Homebot yet
No current co-sponsor — the agent is on Homebot but doesn't have a lender co-sponsor
Invite pending — a co-sponsorship invite has been sent and hasn't been accepted yet
Currently co-sponsoring — the agent has accepted and co-sponsorship is being set up
Has a Homebot co-sponsor — the agent already has a lender co-sponsor in place
🚨 Best practice: Agents who are "Not on Homebot" or have "No current co-sponsor" are your warmest prospects — send them an invite. More on how that works below.
Keep in mind there is an additional cost to co-sponsor agents. Learn about the benefits of co-sponsorship here.
Sending a co-sponsorship invite
Once you've identified an agent you'd like to partner with, open their profile and click Send co-sponsorship invite (or contact them directly by phone or email using the info in their profile sidebar).
Once you acknowledge the additional cost and click Send invite, the agent receives an email tailored to their current Homebot status — whether that's an introduction to Homebot, or an invitation to accept your co-sponsorship.
Profile pages: what you'll find
Every profile — agent, loan officer, lending company, branch, or brokerage — has a sidebar with contact info, an AI Insights shortcut, a production snapshot, and useful external links (like LinkedIn, Google, or NMLS Consumer Access for loan officers).
Below the sidebar, each profile type organizes its details into tabs:
Real Estate Agents: Overview, Relationships, Transactions, Listings
Loan Officers: Overview, Transactions, Employment, Agent Relationships
Lending Companies: Overview, Transactions, Loan Officers, Branches
Branches: Overview, Transactions, Loan Officers
Brokerages: Overview, Transactions, Agents, Lender Relationships
The Overview tab is where you'll find performance charts and production history.
The Relationships tab helps you see which partners you're already connected to through shared clients, so they can spot warm relationships, strengthen existing partnerships, and find natural reasons to reach out.
Transactions shows processed and processing (pending) deals — note that loan data can take up to 30 days to process post-close, so recent closings may still show under Processing.
For agents and brokerages, the Listings tab shows active, under-contract, and coming-soon listings, updated hourly, with address, listing date, and price.
Market share
The market share graph shows how much of the relevant market a professional or company owns within the selected filters, like location, time period, or transaction type.
For title-company views, it can also show where an agent, lender, branch, or brokerage sends title business, making loyalty and competitive opportunity easier to spot.
Market share updates dynamically based on whatever filters you've applied — so if you filter to a specific city and time period, the percentages you see reflect that exact market and window, not a global figure.
You can export any graph as a PNG: hover over the graph to reveal the vertical ellipsis in the top right corner, then click Export > PNG.
Favorites
Star any agent or loan officer to save them to your Favorites tab for quick access later. Use the All, Loan Officers, and Agents sub-tabs to filter your saved list, or search within your favorites by name.
When you favorite an agent, we'll let you know if they list a new property — listing alerts show up in your client engagement portal and arrive by email, giving you a natural conversation starter. Learn more about Listing Alerts here.
Connections
The Connections tab shows every agent you've completed at least one buy-side transaction with over the last 5 years — a valuable view into the health of your existing relationships and any missed opportunities.
For each connection, you'll see your market share with that agent, deals closed with you, deals they closed without you, how many other loan officers they work with, total volume, and their Homebot status. You can filter by volume, deal count, and market share range.
🚨 Best practice: Sort by "Deals Without You" — it's the fastest way to spot agents you already have a relationship with, but who are sending most of their business elsewhere. Those are prime candidates for a co-sponsorship conversation.
Zip Subscriptions
The ZIP subscriptions tab lets you track the ZIP codes you care about and quickly see newly listed active properties in those markets.
Subscribe to the ZIPs where you want to grow or stay visible, then use the tab as a weekly prospecting/workflow tool: open a ZIP, review new listings, click into the listing agent when relevant, and use that activity as a timely reason to reach out.
It’s most useful for staying on top of target markets without having to rerun the same ZIP searches manually.
A note on data
Partner Intel prioritizes accurate, comprehensive data, especially for listings. Some states' non-disclosure MLS policies create gaps in sold price and date data — these challenges affect the entire industry, and we're actively working with our data provider to close them.
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Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.