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How to Customize Your Co-sponsor Profile
How to Customize Your Co-sponsor Profile

Learn how to stand out to potential agent partners by adding brand details and embedding a pitch an agent video.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a month 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. Customize your Brand Details. Your personal information will populate on the reports that go out to your agent's clients; a great way to add your personal touch and introduce yourself to that database.

  2. Tell agents who are looking for a lender co-sponsor why you would make an excellent partner by uploading a Pitch an Agent video. This video would populate in an agent's account when looking for a lender co-sponsor.


HOW TO CUSTOMIZE BRAND DETAILS

From the ACCOUNT tab, scroll down to enter your personal information and an optional Introductory video and then click Save:

If you're interested in adding an introductory video, check out THIS article.


ADDING 'PITCH AN AGENT' VIDEO

Navigate to the VIDEO tab and scroll down until you find the Pitch an Agent option:

You'll need to create your video outside of Homebot and then upload it to one of the following platforms:

  • YouTube

  • BombBomb

  • PitchHub

  • Wistia

  • Vimeo

All you need is the URL or embed code - find instructions HERE.


Need help? Send customer support a message using the pink icon located at the bottom right corner of your account!

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