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How to Share a Client Digest with Your Partners
How to Share a Client Digest with Your Partners

Learn how to share leads with your partnered lender in a few simple steps

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Written by Homebot
Updated over a week ago

Based on your client's request, you may want to connect them with a professional in your network. You can easily share a report with an assistant, loan officer, real estate agent, insurance agent, or other related professionals to help get on the same page regarding your homeowner. Read this article to find out how.

From Clients in your navigation bar, select the Homeowners tab to find the appropriate client:

Click on 'Send Home Email':

Next, delete the pre-written email in pink, replace it with your contact's email, and then click the blue airplane to send it off.

Don't forget to follow up with your partner to ensure they received the report and follow up on the next steps!

Have additional questions or would like further support? Please send us a chat using the pink message icon in the bottom right-hand corner now.

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