The Homebot Network connects you, the preferred insurance agent, directly with clients and prospects at key moments in their journey, all within the Homebot experience sent by their Loan Officer or Title Agent.
You’ll be co-branded as the go-to expert, helping clients get fast, accurate answers to their home insurance questions.
No subscription? No problem. You don’t need a Homebot account to benefit from being a preferred agent.
How preferred insurance agents 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 powered by Partner Intel.
Manually by the Homebot customer
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 Insurance Agent, 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 insurance agents are co-branded
Preferred insurance agents are featured in the home insurance section of the Monthly Mortgage Payment calculator.
The Monthly Mortgage Payment calculator is featured on every listing in Home Search and under the Calculators tab.
Click here to learn about the Home Digest experience for homeowners/past clients.
Click here to learn about the Home Search experience for buyers/prospects.
Communications you’ll receive from Homebot
A Weekly Roll-up email anytime you're added to a client profile as their preferred agent.
Email notifications any time a client asks a real estate-related direct message or requests a CMA via their Home Digest or Home Search experience.
Occasional product updates or tips (you can unsubscribe anytime)
Email examples
Example of a Weekly Rollup Email delivered on Monday mornings:
Example of a Direct Message Email:
Managing your presence
Prefer not to participate? You can unsubscribe from the Homebot Network from your welcome 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 insurance agents 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].