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 your Lender partner.

In this article, we'll cover the following (feel free to click on a link below to jump the section most relevant to you):

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 share clients in Homebot, your mutual clients will automatically receive Homebot from you rather than the Lender.

Since the Lender's information is co-branded on all home finance content, they will be contacted when their help is most needed. This means you get time back in your day to focus solely on real estate inquiries from your clients.


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 -

  1. Can you prequalify me?

From the Refinance Module -

  1. What are my cashout options?

  2. How long until I recoup closing costs?

From the Additional Payments Module -

  1. What are the trade-offs versus refinancing?

  2. What if I made a single large payment?

From the Equity Explorer Module -

  1. What option is best for me?

  2. What are my cashout options?

  3. What would my refi rate be?

  4. Should I use equity for home improvements?

  5. Can I build an ADU?

  6. Should I pay off my loans now?

  7. How do I pay off my credit cards?

  8. Can I finance solar panels with equity?

  9. What's the best use of my equity?

  10. How do I get started?

  11. How can I finance a rental?

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.


Have questions or need support? Reach out to our support team by sending us a message using the pink message icon in the bottom right-hand corner of your screen.

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