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How to Stand Out to Potential Clients and Agent Partners
How to Stand Out to Potential Clients and Agent Partners

Learn how to customize your branding and create a profile that stands out to current and prospective clients, plus potential agent partners.

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Written by Homebot
Updated over a week ago

Did you know that you can add personalized branding information to your Homebot account? To attract more new clients and potential Real Estate Agent partners, be sure to include:

  • Your total years in the mortgage industry

  • A personal bio about what sets you apart from other Lenders

  • A personalized introduction video that will show across your partners co-branded digests (see an example video).

PRO TIP: If you haven't already, be sure to also add the Pitch an Agent video to market to potential agents in your area that have yet to sponsor with a Lender.

Watch this short video to learn all about how to customize your brand profile. Below the video, you'll find detailed step-by-step instructions to help you get set up!


From your Account in the upper right-hand corner, select 'Manage Profile Settings':

Next to Profile Details, click on Brand Details to add additional information.

From there, enter in your years of experience and 1 - 2 sentence differentiator. Click the Save button:

Then, click on 'Customize' to add your personalized video:


Depending on the tool you use, you can upload Your Brand video using one of the following:

  • YouTube

  • BombBomb

  • PitchHub

  • Wistia

All you need is the URL or embed code - learn more here. Then, it's as simple as adding the URL or embedding information to upload and save your video:

Check out an example Intro Video below:

Now that you've added your personalized brand information and a video - start marketing yourself to potential agents and add a video to pitch an agent.

Did you find this article helpful? Let us know below, and feel free to send us a chat if you have any questions!

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