Homebot

Erica McGarvey

Lou Wendelstedt

Learn how co-sponsorship works for lenders and agents.

Co-Sponsorship

Interested in teaming up with an agent or lender? Read this article to understand how co-sponsorhship works and what a co-branded report looks like.

How Co-Sponsorship Works and What a Co-Branded Report Looks Like

How Shared Clients Work

How to change or remove a co-sponsor, and what happens to your account and pricing after you disconnect.

What happens if I change, remove, or disconnect from my co-sponsor?

How can an invited co-sponsor accept a pending co-sponsorship invitation in Homebot?

How co-sponsorship works

Agent Pitch Kit

Agent outreach strategy

Learn how to stand out to potential agent partners by adding brand details and embedding a pitch an agent video.

How to Customize Your Co-sponsor Profile

Preferred Agents vs. Co-Sponsored Agents

This article will show lenders how to invite agents, what the invites look like, and how to manage agent relationships.

How to Invite, Approve, and View Your Agent Co-sponsors

Watch this video to get an in-depth tutorial on pitching and selling agents to partner with you on Homebot

Workshop Recording: Landing Agent Partners

Learn the benefits of co-sponsoring a realtor and download our pitch deck!

Why should I Co-sponsor Agents?

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

How do I work with my agent co-sponsor?

Check out this article to learn about the cost of co-sponsoring agents on Homebot

How much is the Lender Co-sponsor Fee?

Everything you need to know about co-sponsoring agents

Resources for Lenders

Learn why working with a Lender is the best way to optimize your Homebot account.

The Value of Having 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!

How to Find a Lender Co-sponsor

How Home Search Works for Co-Sponsored Agents

Everything agents need to know about being co-sponsored by a lender

Resources for Agents

Learn everything you need to know about Freemium!

What is the Freemium Plan for Agents?

Freemium

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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