The Homebot Network connects you, the preferred loan officer, directly with clients and prospects at key moments in their journey, all within the Homebot experience sent by their Real Estate Agent, Title, or Insurance Agent.
You’ll be co-branded as the go-to financial expert, helping clients get fast, accurate answers to questions about their equity, refinance and cashout options, prequal requests, and more.
No subscription? No problem. You don’t need a paid Homebot account to benefit from being a preferred loan officer.
Check out the video below or continue reading for more information.
How preferred loan officers are added to The Network
You may be added to the Homebot Network in one of three ways:
Homebot automatically links a past buyer’s team of professionals using historical transaction data.
Manually by the Homebot customer under the Team tab on the client's profile.
Directly by your past clients through their Home Digest or Home Search experience.
Once added, the client will be notified and will be asked to confirm the connection. Once verified, you’ll be notified via the Weekly Rollup email delivered Monday mornings and featured on the client’s Homebot.
What happens next?
If you’re already an active Homebot loan officer, there’s nothing else you need to do. You’re all set! If you’re curious where you’ll be featured and what that looks like to clients and prospects, continue to the next section of this article.
If you don’t have an active Homebot subscription and want to elevate your brand appearance, you’ll need to sign up for Homebot to customize your profile with a photo and company logo. You can learn more about Homebot by clicking here or contact [email protected] directly.
How your branding appears without a Homebot subscription:
Where preferred loan officers are featured
Preferred loan officers appear across a variety of financial touchpoints in the Homebot experience, including:
Your Team drop-down at the top of the digest
Every listing details page in Home Search
Your Budget module
PMI module
Refinance options
Equity cash out
Principal & Interest
Purchasing power
A few examples of where preferred loan officers are featured
"Your team drop-down" module:
"Refinance Options" module:
"Listing details Page"
Communications you’ll receive from Homebot
A Weekly Rollup email anytime you're added to a client profile as their preferred loan officer. This email is sent Monday mornings only if you're added as a preferred loan officer.
A Direct Message Email any time a client asks a finance-related question or requests a prequal via their Home Digest or Home Search experience.
Email examples
Weekly Rollup Email delivered on Monday mornings:
Direct Message Email:
Managing your presence
Prefer not to participate? You can opt-out of the Homebot Network from the Weekly Rollup Email or remove yourself from a specific client by contacting [email protected].
Best practices
📩 Stay responsive to client questions to foster relationships and capture new business
🤝 Collaborate with Homebot customers to build lasting relationships
If you're interested in learning how Homebot can help you, click here or contact [email protected] directly.
FAQ’s
What do preferred loan officers have access to?
If you don’t have a Homebot subscription, you’ll have access to:
The Weekly Rollup Email whenever you’re added as a preferred loan officer.
Direct Message Emails whenever a client has a finance- related question.
Can preferred loan officers communicate with the Homebot customer?
Not through Homebot.
Can I opt out?
You can unsubscribe from emails or remove yourself from the Homebot Network altogether from the Weekly Rollup Email.
If you have questions or would like to be removed from an individual client, please contact [email protected].