Homebot

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?

Lou Wendelstedt

Erica McGarvey

Everything you need to know about co-sponsoring agents

Resources for Lenders

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

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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