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How to Work With Co-sponsored Agents on Homebot
How to Work With Co-sponsored Agents on Homebot

Learn how you can foster a successful Homebot relationship with your Agents from the very beginning.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

The ideas below rely on the agent setting up their Homebot account and adding past clients and prospects. If they still need to take this crucial first step, begin with this article.

Start by meeting in person or on a Zoom call to share your screen. If neither is possible, give the Agent a call to go over the following:

  1. Encourage them to go through their activity feed and offer to call top engaged homeowners and buyers together. Use these tips to coach them on how to use Homebot as a conversation starter.

  2. Collaborate on a video for their audience. This will boost engagement for the agent and increase visibility for you. Use Video Email or Video Manager to accomplish this. Pro Tip: Ensure you have an Intro to Refinancing and Prequalification video loaded into your account. When you add these videos, they'll populate on the Agents' digests when enabled.

  3. Cross-reference your databases. Sort your buyers' tab by move date and their homeowner tab by interest rate to see if there are business opportunities from the beginning and vice versa.

  4. Handoff CMA requests directly from your account. You can learn how to do so here.

  5. Invite them to our live weekly workshops for Agents: Getting Started on Homebot and Best Practices for Agents.

Note: If you and any of your cosponsored agents have the same clients in your respective accounts, we'll automatically pause the report from you, the lender, and send it only from the agent. To learn more, check out this article.

For additional support, use the pink icon in the bottom right corner of your account to send customer support a direct message.

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