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The Homebot Network for Preferred Real Estate Agents

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

The Homebot Network for Preferred Agents

The Homebot Network connects you, the preferred agent, directly with clients and prospects at key moments in their journey, all within the Homebot experience sent by their Loan Officer, Title, or Insurance Agent. You’ll be showcased as the go-to real estate expert, helping clients get fast, accurate answers to questions about their home value, market, and next move.

No subscription? No problem. You don’t need a Homebot account to benefit from being a preferred agent.

Check out the video below or continue reading for more information.


How preferred agents are added to The Network

You may be added to the Homebot Network in one of three ways:

  • Automatically through the Homebot Network based on historical transactions

  • Manually by a Loan Officer, Title, or Insurance Agent on Homebot

  • Directly by your past clients through their Homebot

Once added, you’ll be notified via email and featured on that client’s Home Digest and Home Search experiences.

What happens next?

If you’re already an active Homebot Real Estate Agent, there’s nothing else you need to do. You’re all set! As long as your profile is complete—with your name, photo, email, company name, and logo—you’ll automatically appear in the right places throughout the client’s Homebot experience.

If you’re curious where you’ll be featured and what that looks like to clients and prospects, continue to the next section of this article.

If you don’t have an active Homebot subscription, you'll need to make sure your profile includes:

  • Your name and email (verify for accuracy)

  • A photo, logo, and company name (enhances your profile for a more polished experience for your clients)

To do so, click HERE to log into your Profile Manager.

Where preferred agents are featured

You’ll appear across a variety of real estate related touch points in the Home Digest and Home Search experience, including:

  • Your Team drop-down

  • Tune your value module (trigger CMA requests)

  • Should You Sell module

  • Purchasing Power module

  • Short-term rental module

  • On every listing in Home Search

Click here to learn about the Home Digest experience for homeowners/past clients.

Click here to learn about the Home Search experience for buyers/prospects.

A few examples of where preferred agents are featured

"Tune your value" module:

"Purchasing Power" module:

On every listing in Home Search:

Communicating with the professional on Homebot

If a client reaches out, you and their professional on Homebot (Loan Officer, Title, or Insurance Agent) will be cc’d on the email, making it easy to collaborate with your shared client. There’s nothing you need to do proactively, but you’re always welcome to reach out to the professional on Homebot and/or client first.

Access to Homebot

  • As a preferred agent without an active Homebot subscription, you’ll have access to the Profile Manager. Click HERE to log in.

  • Click HERE if you’re interested in unlocking the full Homebot experience for real estate agents.

Communications you’ll receive

  • A welcome email when you're added to a client profile as their preferred agent

  • Email notifications any time a client asks a real estate-related direct message via their Home Digest or Home Search experience.

  • Occasional product updates or tips (you can unsubscribe anytime)

Managing your presence

Prefer not to participate? You can unsubscribe from the Homebot Network from your welcome email or remove yourself from a specific client by contacting [email protected].

Best practices

📸 Enhance your profile for maximum visibility

📩 Stay responsive to client questions

🤝 Collaborate with the professional on Homebot to build lasting relationships

Want to dive deeper? You can upgrade your account to add your database, leverage client engagement, and unlock Homebot’s full capabilities. Learn more about Homebot for Real estate agents HERE.


FAQ’s

How do preferred agents get added to the Homebot Network?

Preferred agents can be added automatically through the Homebot Network, by the professional sending Homebot (on behalf of the client), or by the client directly.

Good news—preferred agents don’t need a Homebot subscription to take advantage of the Homebot Network.


What do preferred agents have access to?

If you don’t have a Homebot subscription, you’ll have access to:

  • Homebot Profile Manager, where you can manage how your brand appears in Homebot reports for your clients. Click HERE to log in.

  • Email notification whenever you’re added as a preferred agent for a client on Homebot

  • Email notification whenever a client has a real-estate related question for you when reviewing their Homebot report


Can preferred agents communicate with the professional on Homebot?

The professional on Homebot (Loan Officer, Title, or Insurance Agent) may reach out to connect directly. In the meantime, there's nothing you need to do unless one of their clients reaches out first. If that happens, you’ll be sent an email with the lender cc’d and can introduce yourself then.


Can I opt out?

You can unsubscribe from emails or remove yourself from the Homebot Network altogether from the welcome email you received from us.

If you’d like to be removed from a particular client, please contact [email protected].

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