Inviting agents is a great way to quickly grow your reach, obtain new leads, and strengthen relationships. In this article, you'll learn how to:
Invite real estate agents to join you on Homebot
Approve & manage invitations
THINGS TO KNOW ABOUT INVITING AGENTS:
Use Partner Intel to find and invite agents to partner with.
You can invite your agents to join Homebot for free, at no cost to you or them through our Freemium option. Learn more about Freemium here.
Once an agent accepts your invitation to join on a paid account, you will automatically see those charges reflected on your next bill.
Click THIS link to join our weekly live training on how to pitch agents the value of partnering with you on Homebot. If you register but can't make it we'll send you the recording!
HOW TO INVITE AGENTS
Navigate to the CO-SPONSOR tab and select Invite:
You may need to take care of legalese acknowledging that you will be charged per agent who joins on a paid account.
For questions on how sponsoring agents may affect your billing, please contact [email protected] directly or send us a message via the pink chat icon in the bottom right-hand corner of your account.
You can invite agents in two ways:
Send a direct invite via email
Share your custom link
Your custom link directs agents to a landing page, unique to your account, where agents can watch a video on Homebot and sign up with you directly.
Alternatively, you can send an email invite directly from your account. Below is an example of what the email invitation looks like when a lender sends a co-sponsor invite to a real estate agent:
Want to partner with agents outside of your network? Use Partner Intel to find and invite agents nationwide. Read more about that here.
HOW TO MANAGE YOUR INVITES:
When your Agents fill out their First Name, Last Name, and Email on your custom agent invite page, their request will go directly back to you for approval.
Use the Pending Requests tab to Confirm or Deny incoming requests and Cancel or Resend outgoing sponsorship requests.
Navigate to the Sponsored Agents tab to view their total client count and if they're on the paid or freemium plan.
🚨If you have an agent on the paid plan who has less than 25 clients, encourage them to add more or switch to the freemium plan to reduce your costs. More on Freemium HERE.
Next, click on an agent's name to view how well the emails are performing each month:
As always, don't hesitate to reach out with any questions or feedback!
Next, learn how:
To customize your Co-sponsorship profile & stand out to your Agents clients.