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.
Learn about Partner Intel 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?"
Click HERE for more example scripts.
4. 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.
5. 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?"
Click HERE for more example scripts.
🧠 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.