Introducing the Homebot Network (Pilot Release)
The Homebot Network is the next evolution in how we connect homeowners and buyers with their trusted real estate professionals—all in one place: their Homebot.
Through the Network, clients gain direct access to personalized insights and their go-to experts at every stage of homeownership without needing to bounce between platforms or track down contact info.
Continue reading to learn about the Homebot Network or watch the explainer video below!
What’s new?
Before the Homebot Network, real estate-related questions from clients were routed to the lender, who then had to find and loop in the right agent. Now, your clients’ past buyer agents are automatically featured on the client’s Homebot reports as preferred agents and notified directly (with the lender cc’d) whenever questions arise about home value, listings, or markets of interest.
✨ Best of all, it’s free for preferred agents—no subscription required.
Why it matters
Leverages your client database to create stronger referral relationships at scale by featuring preferred agents on your Homebot reports for their past clients.
Streamlined communication between clients, agents, and lenders
Faster responses to home-related inquiries–with less effort
Pilot program details
This is a limited pilot release, with exclusive access to:
🚀 New feature rollouts
💬 Provide feedback to our product team
🔁 Full control to opt out anytime
Lenders can opt out HERE.
How it works
We automatically link past buyer agents to lender client profiles using historical transaction data powered by Partner Intel.
If an agent match cannot be made, lenders can manually add (or remove) preferred agents under the Team tab on each client’s profile.
For example, Holly Homeowner receives her Homebot from Larry Lender. Homebot finds Holly’s buyer’s agent and asks Holly to verify the connection. Once verified, the agent becomes Holly’s preferred contact, is featured on the reports, and notified via email when Holly asks a real estate-related question.
What clients see & control
Clients will always be asked to verify a preferred agent added by Homebot or the Lender before any outreach occurs. Clients can always add or replace preferred agents added to their Homebot Team. Once verified, preferred agents will be co-branded on real-estate-specific content throughout the Homebot report. Only one preferred agent can be connected at a time.
Communication & visibility
Once linked, agents receive a personalized intro email on behalf of the lender so they know who’s sponsoring Homebot for their clients. They’re then featured in real estate modules in Homebot, like home value insights or property searches, and notified of client inquiries. Lenders are cc’d on all emails sent to preferred agents, so you’re always in the loop.
Note: This does not affect or require co-sponsorship. Preferred agents are a separate connection built to support the existing relationships between clients, lenders, and agents.
Details about preferred agents
These agents will appear naturally in key interactions like home value assessments and property searches.
Learn more about preferred agents HERE.
Best practices
Review the list of agents and clients included in your Homebot Network welcome email. You can manage your clients' agent connections on the client profile in Homebot.
Send a warm intro email to agents so they know what to expect from the Homebot Network, and to remind them to complete their profile setup (photo, logo, and company info)
Monitor email communications to preferred agents that you’re cc’d on to ensure they’re responding to your shared clients so they’re not left hanging.
FAQ’s
What do clients have control of?
Ultimately, our goal is to provide the best possible experience for homeowners and buyers. They'll have full control to replace or remove an agent according to their preferences. They can do so directly from their Homebot team panel in their homeowner or buyer report.
If Homebot or a lender adds an agent to a client's team, the client will be asked to verify that agent before any messages are sent their way.
What communication is sent to the preferred agent?
When an agent is linked to a client through a lender’s account, we’ll automatically send a personalized email to the preferred agent on the lender’s behalf.
Please watch the video above for a look at the email.
Do lenders have to co-sponsor preferred agents? Is there a cost to the lender?
No! Preferred agents and co-sponsorship are completely separate. The Homebot Network doesn’t impact co-sponsored agents. Instead, it simply honors and supports existing relationships between clients, lenders, and agents.
How is this different from co-sponsorship?
Real estate agents who are co-sponsored by a lender are not automatically featured on the reports sent to their lender’s clients. To appear on a client’s Homebot experience, the co-sponsored agent must either:
Be added as a preferred agent by the lender and approved by the client; or
Added by the client directly in their Homebot report
What will preferred agents have access to?
Learn more about preferred agents HERE.
How do lenders know which agents are added?
If selected for the pilot release, you should have received a welcome email with a link to download the list of agents and clients matched by Homebot. You can manage your clients' agent connections on the client profile in Homebot.
What happens if a lender or a client removes an agent?
They will no longer be featured on that client's Homebot report and will not receive future communication from the client via Homebot