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Scripting for loan officers approaching preferred agents

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

Looking to strengthen your partnerships with real estate agents? Adding an agent as the preferred professional to Homebot Network is a great way to build trust, provide value, and create more visibility for them.

This article incldues a collection of ready-to-use scripts you can share when introducing Homebot Network in-person, by phone, or email. Use these examples to start the conversation, highlight the mutual benefits, and invite your agent partners to explore Homebot’s Freemium co-sponsor plan to engage their own clients.

  • Learn more about the Homebot Network and how to add a preferred agent here.

  • Understand the difference between preferred agents and co-sponsorship here.


This first script is for loan officers reaching out to preferred agents who were automatically added to the Homebot Network and whom you haven’t worked with yet.

"Hey [Agent’s Name],

Homebot automatically connected us on [Client’s Name]’s profile, so you’re now listed as their preferred agent alongside me.

That means you’ll be featured whenever they check their home value, explore buying options, or ask questions about listings — a great way for us to stay top of mind together.

If you’re not already using Homebot, I can even get you started on their Freemium plan (only possible through a lender) so you can send your own clients the Homebot experience, too. Would you like me to send you that link?"

Click here to learn where to find your unique co-sponsor link to share with agents.


The following scripts are for situations where you’ve added a preferred agent yourself.

Phone or in-person script

"Hey [Agent’s Name], I just added you as the preferred agent on our shared client [Client’s Name]’s Homebot.

That means when they're looking at their Home Digest or Home Search experience, they’ll see you featured in the real estate related modules. It’s a nice touchpoint that keeps you in front of the client each month and makes it super easy for them to reach out when they’re curious about a specific listing, their home value, or how their market is doing.

If you’re not already using Homebot, I can even get you started on their Freemium plan (only possible through a lender) so you can send your own clients the Homebot experience, too. Would you like me to send you that link?"

Click here to learn where to find your unique co-sponsor link to share with agents.


Text script

"Just added you as the preferred agent on [Client’s Name]’s Homebot.

You’ll be featured alongside me whenever they update their home value, explore buying options, or have questions about a listing. It’s a great way to stay top-of-mind together. Want me to send you a link to get your own free Homebot account?"

Click here to learn where to find your unique co-sponsor link to share with agents.


Email version

Subject: You’ve been added as the preferred agent on Homebot

Hi [Agent’s Name],

I just added you as the preferred real estate professional on our shared client [Client’s Name]’s Homebot report. From now on, your name, photo, and contact info will appear right alongside mine when they view their home insights each month.

It’s a simple way to stay connected with clients we share and if you’re not already using Homebot, I can set you up with a free Freemium account so you can send the same experience to your own clients.

Would you like me to send you the signup link?

Best,
[Your Name]
[Your Contact Info]

Click here to learn where to find your unique co-sponsor link to share with agents.


Additional resources

For more scripting ideas, click here!

Agent pitch kit for lenders

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