Strengthen Agent Partnerships
Strong agent partnerships don’t just grow your network, they multiply your opportunities. By leveraging Homebot’s co-sponsorship features and Partner Intel insights, you can position yourself as the financing expert that agents want in their corner.
This playbook outlines best practices for finding, supporting, and strengthening agent relationships.
1. Use Co-Sponsorship as a Value-Add and Conversation Starter
Co-sponsorship allows you to partner directly with real estate agents so you both stay in front of the client: the agent for listings and you for financing. This positions you as a strategic partner, not just another lender.
Help agents stay top-of-mind with their clients.
Keep yourself front and center for financing conversations.
Pro tip: Start small with preferred agent status. It’s a huge value-add for agents testing the waters and can be the first step toward deeper partnerships.
Quick Script (agent outreach):
“Hi [Agent’s Name], I’d love to help you stay connected with your clients in a really valuable way. I can co-sponsor you in Homebot at a reduced cost, and every time your clients explore listings or buying scenarios, you'll be the first to know! It’s a simple way to keep us both top-of-mind. Want me to show you how it works?”
👉 Best Practice: Start small with preferred partner status. It’s a huge value-add for agents testing the waters and often the first step toward deeper partnerships.
2. Use Client Engagement to Spark Agent Conversations
Your activity feed and Key Client Lists reveal when clients are showing intent to buy or sell. Instead of trying to manage those opportunities alone, share them with your trusted agents.
Hand off CMA requests directly to agents.
Connect clients who saved listings or showed interest in selling.
Use high engagement as a reason to loop in your agent partner.
Quick Script (to agent):
“Hi [Agent’s Name], one of my clients, [Client’s First Name], has been really active in Homebot; saving listings and opening their digest regularly. This might be a great time for you to connect with them. Want me to make an introduction?”
👉 Best Practice: Referring clients based on actual engagement data shows agents that you’re actively helping them generate business and not just asking for referrals.
More scripts for targeting agents here.
3. Use Partner Intel for Smart Prospecting
Partner Intel makes it easy to identify high-performing or up-and-coming agents who could become strong referral partners.
Filter by transaction volume, specialties, or activity.
Favorite agents to receive listing alerts and track their activity.
Reach out with tailored value that resonates with their goals.
Quick Script (prospecting):
“Hi [Agent’s Name], I saw you’ve been active in [area/price range] and are having a strong year. I work with a lot of buyers who are exploring options in that market, and I’d love to explore how we could support each other. Would you be open to a quick chat?”
👉 Best Practice: Lead with insights and value from Partner Intel. Showing agents you’ve done your homework makes your outreach stand out and sparks more meaningful conversations.
Learn about Partner Intel here.
Final Thought: Agents want partners who make them look good, bring them opportunities, and simplify their work. By using co-sponsorship, client engagement, and Partner Intel strategically, you can position yourself as that partner and build long-term relationships that benefit both sides.