This article provides example scripts tailored to loan officers using Partner Intel to reach out to real estate agents—one for email and one for a call script. These are designed to feel personalized and tie directly into the value of co-sponsorship.
You'll also find a tailored version of both an email and a call script that focuses on outbound outreach around an agent’s upcoming listing or open house—a great way to add value right away and build the relationship.
Learn about Partner Intel HERE.
📧 Agent Outreach Email Template (Initial Contact)
Subject Line:
Let’s connect—noticed you’re doing big things in [City/Area] 🏡
Body:
Hi [Agent First Name],
I came across your profile and listings while exploring Homebot’s Partner Intel, and I was really impressed with the work you’re doing in [City/Zip/County]! I specialize in helping agents like you stay top-of-mind with clients by co-sponsoring them on Homebot—an automated tool that sends personalized market updates to your homeowners and provides a safe nationwide search for buyers.
If you’re already using Homebot, I’d love to talk about how I can help you unlock more features and reduce your cost. If you’re new to it, I’d be happy to show you how other agents in your market are using it to win more repeat and referral business.
Would you be open to a quick 15-minute chat this week?
Looking forward to connecting,
[Your Full Name]
[Your Title] | [Your Company]
[Phone Number] | [Email]
[Optional: LinkedIn or Calendly Link]
📞 Phone Call Script (Live or Voicemail)
Live Call Example:
“Hi [Agent Name], this is [Your Name] with [Company Name]. I was checking out your listings and activity in [Zip/Area] through a tool I use called Homebot’s Partner Intel. You’re clearly doing great work in that market—congrats!
I wanted to reach out because I help agents in your area stay top-of-mind with their clients using Homebot—and I noticed you might be on the platform but not currently co-sponsored. That’s something I could help with, and it would unlock more features for you and reduce your cost.
I’d love to share how it’s working for some of my top agent partners. Would you have time later this week or early next to connect for 15 minutes?”
Voicemail Example:
“Hey [Agent Name], this is [Your Name] with [Company]. I came across your profile while using a tool called Partner Intel through Homebot and wanted to reach out because I think there’s a great opportunity to collaborate.
I help agents stay in front of their clients with automated value-driven content, and I noticed you might be using Homebot—but not yet co-sponsored. That’s something I’d be happy to help with.
Give me a call back at [Your Number], or you can grab time on my calendar at [Calendly Link]. Looking forward to connecting!”
📧 Outbound Email – Based on an Upcoming Listing or Open House
Subject Line:
Saw your upcoming listing in [Neighborhood] — have a quick idea for you 👋
Body:
Hi [Agent First Name],
I came across your upcoming listing at [123 Main St / Neighborhood] through Homebot’s Partner Intel—looks like a great property and a hot area for buyers right now.
I’m a local lender working with several agents in [City/Area] who are using Homebot to not just market listings, but also to stay in front of potential buyers long after the open house.
If you’re open to it, I’d love to brainstorm a way to help you drive more traffic to this listing and also stay top-of-mind with attendees through follow-up tools that offer real value (not just “checking in”).
Would a 15-minute call work this week to show you what that might look like?
Best,
[Your Full Name]
[Your Title] | [Your Company]
[Phone Number] | [Email]
[Optional: Calendly link]
📞 Call Script – Listing/Open House Angle
Live Call Example:
“Hi [Agent Name], this is [Your Name] with [Company]. I saw your upcoming listing on [Street/Neighborhood]—looks like a great spot.
I work with agents in the area who are looking to get more from their open houses—especially when it comes to following up with interested buyers. I use a tool called Homebot to help agents stay in front of those leads with personalized content that keeps them engaged beyond just the open house.
I’d love to show you what that could look like for this listing or others you have coming up. Do you have 15 minutes this week for a quick chat?”
Voicemail Example:
“Hey [Agent Name], this is [Your Name] with [Company]. I saw your upcoming listing in [Area] and wanted to reach out—I help agents turn open-house traffic into long-term engagement through a tool called Homebot.
It’s a really smart way to stay top-of-mind with potential buyers after the showing. I’d love to show you how it works. Give me a call at [Your Number], or feel free to grab a time here: [Calendly Link]. Looking forward to chatting!”
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