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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