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:


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:


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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