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How to Customize Your Co-sponsor Profile

Learn how to stand out to potential agent partners by customizing your profile and creating a video to pitch potential agents.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

When competing with other Lenders in the area for Real Estate Agent business, every advantage counts. Luckily, to stand out on Homebot, you only need to do two things:

  1. Update your Profile Brand Details with personalized information: how long you've been in the industry + what sets you apart from other lenders.

  2. Tell Agents why exactly you make an excellent Lender partner by uploading a Pitch an Agent video.

Watch this brief video to learn how! Below the video, you'll find step-by-step instructions to walk you through it:


HOW TO CUSTOMIZE BRAND DETAILS

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, then click save once finished:


ADDING 'PITCH AN AGENT' VIDEO

Next, select Customize from the navigation bar:

Then, select the Videos subtab - scroll down towards the bottom of the page and select Pitch an Agent:

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

  • 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 Pitch an Agent video from a Homebot Pro below:

Keep the momentum going! Now that you've added your personalized brand information and a video to pitch potential agent partners - add a Brand Video for your agents' clients to see across their co-branded digests!


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