The Homebot Network makes it easy to connect your clients with their team of trusted professionals in one place: their Homebot. This ensures clients have direct access to the experts they need, without having to switch platforms or track down contact information.
In the Homebot Network, there are two main groups:
Homebot customers — the professionals who send Homebot directly to their clients. These may be Loan Officers, Title, or Insurance Agents.
Preferred professionals — the trusted partners on the client's team who are co-branded on the Homebot experience. These may be Loan Officers, Real Estate Agents, and Insurance Agents, whether or not they use Homebot themselves.
Best of all, no subscription is required for preferred professionals.
Continue reading to learn more about how the Homebot Network functions, or watch the short explainer video below.
Click the links below to jump ahead to the content you’re most interested in:
Brief Overview of How it Works
Homebot automatically links a past buyer’s team of professionals using historical transaction data.
Preferred professionals can also be added manually by the Homebot customer or the client themself.
Clients are asked to confirm or remove the connection before the preferred professional is co-branded throughout.
Once confirmed, the preferred professional(s) is displayed on the client’s Homebot experience and notified when questions come in, with the Homebot customer cc'd.
Example: Holly Homeowner receives Homebot from Larry Lender. Homebot identifies Holly’s buyer’s agent and asks Holly to verify the connection. Once confirmed, that agent is added as Holly’s preferred professional, featured in her Digest, and notified directly if she asks a real estate-related question.
Who can connect with whom
A Loan Officer on Homebot → can add a preferred real estate agent and/or preferred insurance agent to a client's profile.
A Title Agent on Homeot → can add a preferred loan officer, preferred real estate agent, and/or preferred insurance agent to a client's profile.
An Insurance Agent on Homebot → can add a preferred loan officer and/or preferred real estate agent to a client's profile.
Learn about the Homebot Network for preferred professionals here.
How preferred professional get added to the Homebot Network
Auto-matched by Homebot
Homebot automatically adds preferred professionals using past transaction history. This process happens daily.
Auto-matching never overrides data imported by the Homebot customer.
Since a homeowner may have worked with multiple professionals in their lifetime, the auto-match feature will co-brand the most recent professional they’ve worked with.
Manually added by Homebot customers
If a match cannot be made automatically, Homebot customers can manually add one or more under the Team tab of a client’s profile.
You can also remove preferred profossionals from the Team tab at anytime.
Directly added by clients
Clients can add, replace, or remove preferred professionals from their Home Digest or Home Search experiences. More on this below!
Bulk imported
To bulk import preferred real estate agents, navigate to the Add clients in bulk section to download the template. Watch the video below for instructions.
If you are not using our template, you must copy and paste the column headers into your desired spreadsheet. While we do not need all the columns filled out, you may not add, rename, or remove column headers.
For more information on adding clients/preferred professionals in bulk, click here.
Backfilled
This option is only available for Homebot customers on an Enterprise account. Please reach out to your Customer Success Manager for details.
What clients control
Clients have the option to confirm or remove a preferred professional before any outreach occurs.
Once confirmed, preferred professionals are co-branded in relevant modules throughout Homebot.
Only one preferred agent, preferred loan officer, or insurance agent can be connected at a time.
Clients can add, replace, or remove preferred professionals from their Home Digest or Home Search experience at any time.
Watch the video below of a client managing their team directly from their Home Digest.
Watch the video below of a client managing their team directly from their Home Search experience.
How it looks for your clients
For loan officers with a preferred professional(s) connected:
The preferred professional(s) is co-branded in the Team drop-down menu at the top of the Home Digest.
Real estate agents are featured in real estate modules; Insurance agents are featured in the insurance module.
Click here to learn more about where preferred real estate agents are featured.
Click here to learn more about where preferred insurance agents are featured.
For title and insurance agents with a preferred loan officer and/or real estate agent connected:
Both the loan officer and real estate agent are co-branded at the top of the Home Digest, alongside the title or insurance agent.
Loan officers are featured in finance modules; real estate agents are featured in real estate modules.
Click here to learn more about where preferred loan officers are featured.
Click here to learn more about where preferred real estate agents are featured.
Communication & visibility
Once added, preferred professionals receive a Weekly Rollup Email alerting them that they’ve been added to the Homebot Network, and what that means for them. This emails is sent every Monday morning.
After the first Weekly Rollup email, they'll only receive it again if/when added as preferred to another client's profile.
Preferred real estate agents are encouraged to claim their free profile; lenders and insurance agents are required to sign up for Homebot to enhance their profile.
If the client asks a question within the relevant modules, the preferred professional will be notified, with the Homebot customer cc’d to keep them in the loop.
Email examples
Weekly Rollup Email delivered on Monday mornings:
Direct Message Email:
How to view your network
You can view the preferred professionals in your network by navigating to the Your Network tab under the Clients section of your account.
Likewise, if you’ve been added as a preferred professional, you can see the accounts and clients you’re connected to from that same tab.
Why the Homebot Network matters
Building stronger referral partnerships: By leveraging your database, you can reinforce and scale referral relationships with the professionals your clients already trust.
Showcasing trusted professionals in one place: Clients see their preferred team of professionals directly in their Homebot, creating a seamless experience.
Simplifying communication: Clients no longer have to guess who to contact. Finance-related questions go straight to loan officers, while real estate questions go to agents, keeping everyone in the loop.
Responding faster with less effort: Direct routing ensures quicker answers to important home and finance inquiries, without extra back-and-forth.
Best practices for Homebot customers
Review your Network: Check the list of preferred professionals and clients in your account. You may consider sending preferred pro's a quick message if you know them or a brief introduction of yourself if you haven't worked together yet.
Monitor communications: Keep an eye on emails to preferred professionals (you’ll be cc’d) to ensure clients are getting timely responses to their questions.
What’s next?
Dive deeper into the Homebot Network for preferred professionals following the links below:
Homebot Network for Preferred Loan Officers
Homebot Network for Preferred Real Estate Agents
Homebot Network for Preferred Insurance Agents