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How to Find and Connect with a Lender Co-sponsor
How to Find and Connect with a Lender Co-sponsor

If you’re currently using Homebot as an Agent and have yet to partner with a Lender, this article is for you!

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 3 weeks ago

If you're currently using Homebot without a lender co-sponsor, you're missing out on valuable features that could amplify your reach.

Benefits of having a lender co-sponsor

  • Engage buyers with investor-grade market insights

  • Boost engagement and customize your client's experience using video

  • Connect your IDX to Homebot’s market explorer tool

  • Offer the Homebot Mobile App to your database

  • Reduce your cost from $50 to $25/month

This article will show you how to:

If you have a preferred Lender who wants to learn more about Homebot, our sales team would be happy to give them a demo for you. Contact [email protected] to get things started.


Browse lenders active on Homebot

To find a lender already on Homebot, you'll first need to add a handful of clients to your account.

We'll show you lenders who have clients in the same zip codes. Therefore, it's essential that you have clients in your account before starting your search.

You can search agents by name or email or start exploring lenders who are in your area, active on Homebot, and open to co-sponsoring agents.

To get started, navigate to the CO-SPONSOR tab, then click on Find a Lender.

In the Find a Lender section, we'll display:

  • Lender contact information

  • How many zip codes you have in common

  • If you have any shared clients on Homebot

Once you find a lender to partner with, click Invite!

Agents can connect with one lender co-sponsor on Homebot. If you send multiple invites, we will connect you with the first person to accept your invitation.


Invite your preferred lender

Is your lender ready to join you on Homebot?

Navigate to the CO-SPONSOR tab and click on Invite. Fill out your preferred lender's contact information. Once you send the invite, you'll see it populate under Pending Requests and we'll send your lender an email. Once your invitation is accepted, you'll be connected and have instant access to additional features.

Take a moment to read the email in the screenshot below:

If you have a preferred Lender who wants to learn more about Homebot, our sales team would be happy to give them a demo for you. Contact [email protected] to get things started.


Have questions?

Send customer support a direct message using the pink icon located at the bottom right corner of your account.

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