Lenders can offer the Free version of Homebot to Real estate agents who are interested in getting started on Homebot. Agents can see the value firsthand - at no cost to both parties.
Why is Freemium beneficial to lenders?
On average, lenders who sponsor agents organically reach 330 more clients! Freemium allows lenders to invite Real Estate Agent partners for free so they can take their time learning a new platform that will drive more business for both of you!
Still not convinced? Learn more about the benefits of co-sponsoring Agents!
What do Agents get on Freemium?
Ability to add up to 25 clients
Unlimited access to Homebot until they're ready to upgrade
A robust training program to maximize their use of Homebot
Email and live chat support from our Customer Support team (and access to the Help Center) to answer their every question
Agents can learn about the benefits of having a lender co-sponsor HERE.
Are there any limitations to Freemium?
On Freemium, agents will not be able to add clients in bulk. They will only be able to add clients one at a time.
How does Freemium work?
To start offering Freemium, be sure you have the appropriate button toggled pink following the instructions below. When an agent chooses Freemium and then exceeds 25 clients at a later time, we'll recognize that in the system and start charging both parties $25/month (with the expectation of lenders on enterprise plans receiving a special discount).
1. Open the CO-SPONSOR tab in your account and then select Invite
2. If you haven't invited agents yet, you'll need to first accept the legalese. Check the box to acknowledge that additional fees may apply if your agent upgrades to PRO.
3. Toggle the button pink:
4. Next, you can choose to invite them directly via email or send a share link to connect via your personal landing page. The landing page includes a video about Homebot and a section for agents to sign up with you.
When you invite an agent directly via email, your agent will receive the following email:
How to upgrade from Freemium to PRO
1. From your agent portal, click on ACCOUNT
2. Click on Billing Info
3. From the Billing Info tab, you'll see the following:
4. Click on Choose Agent Partner to add your billing information to upgrade!
Are you interested in learning more about Homebot for real estate agents? Check out the resources on THIS landing.
Need help or have questions? We're here to support you! Send us a message using the pink icon in the bottom right of your screen.
WHAT'S NEXT:
Learn how to manage your invites by reading this article.