Looking to connect with more agents? Use Partner Intel to find high-potential partners, get real-time listing alerts, and start conversations that lead to strategic partnerships. This guide walks you through how to identify, engage, and add value to agents on or off Homebot.
1. Use Partner Intel to Identify Agents
Search Smart: Use filters in Partner Intel to find rising stars or top-producing agents
Niche Down: Target a specific market area or brokerage to maximize visibility and credibility.
Filter by Compatibility: Prioritize agents who aren’t already heavily working with one lender or who appear to be growing.
Filter by Homebot status: Find agents who are already on Homebot but don't have a lender co-sponsor.
For more information about Partner Intel, click HERE.
2. Favorite the Agent to Get Listing Alerts
When you “❤️ favorite” an agent in Partner Intel, you’ll be notified the moment they list a property.
This creates a natural conversation starter and shows you’re paying attention to their business.
Learn about Listing Alerts HERE.
3. Reach Out with a Timely Congratulations
As soon as you receive the listing alert:
📧 Email Example (Optional First Touch)
Subject: Congrats on your new listing!
Body: "Hi [Agent First Name],
I just saw your new listing at [123 Main St]—congrats! Looks like a great property and a busy season ahead for you.
I’d love to connect briefly and share how I help agents like you stay in front of every client they’ve ever worked with, without lifting a finger.
Are you open to a 10-minute call this week?"
Or Leave a Personalized Voicemail
Use the contact info in their profile (phone number or social media links). Keep it casual, confident, and concise:
📞 Voicemail Script
"Hey [Agent First Name], this is [Your Name] with [Your Company].
I just wanted to say congrats on your new listing—looks awesome. I’ve been using a platform called Homebot to help agents stay top-of-mind with past clients and generate new buyer activity from their listings.
I’d love to show you how it works—it’s quick, and I think you’ll be impressed with the results some of my partners are seeing.
I’ll shoot you a quick email too, but feel free to call or text me at [Your Number]. Talk soon!"
Click HERE for more example scripts.
4. Follow Up with a Homebot Value Pitch
When you connect, focus on mutual value—don’t sell yourself, sell Homebot as the win-win:
🎯 What to Say When You Connect
"I wanted to connect because I’m co-sponsoring agents on a platform called Homebot. It’s a completely automated way for you to stay in touch with past clients, drive traffic to your preferred IDX, and stay top-of-mind with homeowners and buyers—without doing anything manually.
As your lender partner, I cover 1/2 of the cost. You get a personalized platform that helps you grow your repeat and referral business.
A few top agents in your market are already using it, and I think it could be a great fit for you too. Want to check it out?"
Alternative approach
Add the agent as the preferred contact on one of your buyer profiles. This ensures they’re featured on every listing your client views and receive notifications if the buyer sends a direct message. The agent doesn’t need to be on Homebot—making it a great way to include someone your buyer is already working with.
For for information on preferred agents, click HERE.
🧠 Pro Tips
Be consistent: Follow up after open houses or any activity you see on their listings tab.
Focus on ROI: Emphasize how Homebot saves time, increases referrals, and helps nurture future sellers and buyers.
Provide support: Spark conversations with buyers using built-in financial calculators at open houses, or drive new opportunities by sharing your personalized buyer leads landing page to capture interest on the spot.
Have questions?
Send customer support a direct message using the pink icon at the bottom right corner of your account.