Scripts for Agents Approaching Loan Officers

This article provides outreach scripts and objection-handling tips for real estate agents looking to connect with a loan officer on Homebot.

👉Learn about co-sponsorship.

Looking for client outreach scripts? Click here.

Cold outreach script

Use this when reaching out to a lender you haven't worked with before, found via the Find a Lender section in the Co-Sponsor tab.

“Hi [Name] — I found you through Homebot's co-sponsor search, so it looks like we're both working [area]. I'm looking for a lender who can take finance-related questions from my database. Are you open to co-sponsoring agents, and free for a quick call this week?”

👉Learn how to find a lender.

Warm outreach script

Use this when reaching out to your preferred lender who is not yet on Homebot.

“Hey [Name] — I'm using Homebot to send my clients monthly home value, equity, and buyer insights. I can invite my preferred lender to co-sponsor the experience, which would feature you in the finance-related sections and help surface warm opportunities when clients have lending questions. I think this could be a smart way for us to stay in front of shared clients, too! Open to checking it out?”

📧 Warm email script

Subject:
Want to team up on Homebot?

Body:
Hey [Lender's First Name],

I’ve been using Homebot to stay top of mind with my clients—and I’ve got to say, the engagement has been amazing. Homeowners are actually replying to the monthly emails, and it’s opening up real conversations.

The best part? There’s a co-sponsorship option where we can work together. If you join, your info would show up alongside mine to my entire client base. It’s a super easy way to stay in front of motivated homeowners and potential buyers—and to generate leads together.

I think it could be a great way for us to team up and add even more value to our shared clients. Want to check it out together?

Let me know, or I’d be happy to connect you with someone at Homebot for a quick walkthrough.

Best,

[Your Name]
[Your Real Estate Company]
[Phone / Email]

☎️ Warm phone script

"Hey [Lender’s Name], it’s [Agent’s Name]—do you have a quick minute?

I’ve been using Homebot with my clients, and it’s been so effective. The engagement is crazy—people are actually replying to the emails, asking about their home value, and even reaching out about buying or selling.

I was thinking it could be a great tool for us to team up on. There’s a co-sponsorship feature where your info would show up right alongside mine, and we’d both stay in front of clients month after month. It’s a really smart way to generate more deals together.

I’d love to show it to you or even connect you with someone at Homebot who can walk you through it. Are you open to that?"

📴 Warm voicemail script

"Hey [Lender’s Name], it’s [Agent’s Name]!

I wanted to run something by you—I’ve been using this tool called Homebot, and it’s been amazing for keeping my clients engaged. There’s a co-sponsorship option where we can team up, and your info would show up right alongside mine in front of homeowners and potential buyers.

I think it could be a great way for us to stay top of mind and grow business together. Give me a call back when you can—would love to show it to you or connect you with someone at Homebot. Talk soon!"

Objection handling

“Agent co-sponsorship pricing or structure is a concern.” Co-sponsorship is a RESPA-compliant marketing cost-share, not pay-for-referrals. It’s a co-branded experience, where you are featured in finance sections, and notified when my clients ask about cash-out, pre-qual, or refi's.⁠
“I already have a CRM.” The underlying confusion is usually: “I already send emails, so why do I need this?” CRMs handle contact management, alerts, reminders, pipeline, and drip campaigns; Homebot shows which clients are thinking about buying, selling, refinancing, or using equity.
“It’s too expensive / I don’t have budget right now.” In most cases, one closed loan more than covers the annual cost of a your subscription. If Homebot helps you keep just one past client from drifting to another lender, or surfaces one refi/purchase opportunity you wouldn’t have caught otherwise, it pays for itself. Everything after that is upside. Reframe it as a growth lever or replacement for manual marketing, not “another subscription.”

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