Through the Homebot Network, you can manually add one or more preferred professionals to your client’s profile. Once added, they’ll show up on the client’s Home Digest and Home Search experience.
Best of all: it’s completely free, and preferred professionals don’t need a Homebot subscription.
Important: Your client must confirm the preferred professional before they're featured throughout.
Who can add whom
Loan Officers can add a preferred real estate agent and/or insurance agent.
Title Agents can add a preferred loan officer, real estate agent, and/or insurance agent.
Insurance Agents can add a preferred loan officer and/or real estate agent.
Wanna see how it’s done? Follow the quick steps below.
Step by step instructions
Step 1: Navigate to your client’s profile.
Step 2: Click on the Team tab.
Step 3: Hit Add an agent and enter their first name, last name, and email.
What's next
Want to learn more about the Homebot Network, including when preferred professionals are notified and how clients confirm their addition? Click here to learn more.