Through the Homebot Network, you can manually add one or more preferred partners to your client’s profile. Once added, they’ll show up on the client’s Home Digest and Home Search experience right away, and they'll be notified of any industry-related questions.
Example: Questions about the market will notify a real estate agent, insurance inquiries will notify an insurance agent, and finance-related questions will notify a loan officer.
Best of all: it’s completely free, and preferred partners don’t need a Homebot subscription to be added as preferred.
Important: Your client must confirm the preferred partner before they're notified of any questions.
Who can add whom
Loan Officers can add a preferred real estate agent and/or insurance agent.
Real Estate Agents can add a preferred loan officer 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.
A loan officer cannot add a preferred real estate agent who is already on Homebot and co-sponsored by a lender.
Step by step instructions
Step 1: Navigate to your client’s profile.
Step 2: Click on the Team tab.
Step 3: Hit Add a real estate agent or Add an insurance agent to enter their first name, last name, and email address.
To remove or replace partners across many clients at once, see Partners Tab and Best Practices.
What's next
Learn more about how preferred partners are notified and how clients confirm them in What Is the Homebot Network?