Whether you've already partnered with a Lender or you're considering it, knowing what to expect and when, plus how to handle it, is key to a successful experience for you, your clients, and the Lender.
In this article, we'll cover the following:
Watch this video to learn more and find in-depth information + step-by-step tutorials below:
SHARED CLIENTS
If you and your Co-Sponsored Lender have the same clients in your respective accounts, they will automatically receive Homebot from you rather than the Lender.
Since the Lender's information is co-branded on all home finance content, you and the lender will be notified if one of your clients asks a financially focused question.
MANAGING COMMUNICATION WITH YOUR LENDER & CLIENT
Every time a client sends you a question related to their mortgage, both you and your Lender partner will be notified via email (see image below for an example):
Here's when you can expect your Lender to be notified:
From the Should You Sell Now Feature -
From the Refinance Module -
From the Additional Payments Module -
From the Equity Explorer Module -
Your Lender partner can respond directly to the email to contact your client!
If this client already has a preferred Lender they work with, let your Homebot Co-Sponsor know and ensure them you'll let them know of any eligible opportunities in the future.
You can send your Lender partner a copy of your client's digest by going to the Homeowners tab, searching and selecting their profile, clicking on 'Send Home Email', and adding their email address.