Session #2: Tuesday, August 12, 2025
How to Leverage Partner Intel to Drive Referrals
Session Objectives:
(Click on each objective to view the tutorials):
Watch the coaching session below:
What is Partner Intel?
Partner Intel is Homebot’s built-in tool for finding and tracking real estate agents—so you can focus your time on the right partnerships, not just whoever crosses your path.
Think of it like a search engine + scorecard for agents in your market.
🔍 Search: Look up agents by name, brokerage, location, or production stats.
⚙️Filter: Narrow results by transaction volume, buy-side vs. sell-side activity, average sales price, and more.
👤See Their Story: Each agent profile shows how many homes they’ve sold, which loan officers they’ve worked with, their active listings, and even upcoming open houses.
❤️Track Your Favorites: “Favorite” an agent to get real-time listing alerts so you know when they’re active and can time your outreach perfectly.
🎯Spot Opportunities: Identify agents already using Homebot who don’t have a lender partner yet—or agents closing deals with your competitors.
Why does it matter?
Instead of guessing which agents to call, Partner Intel gives you the data to prioritize high-potential relationships, keep tabs on top producers, and reach out with relevant, timely reasons to connect. It’s like showing up with the right offer at the exact right moment.
In addition, it will help you identify real estate agents who are using Homebot without a lender co-sponsor. Partnering with these agents will get you in front of the contacts they have loaded to Homebot and unlock additional features for the agent.
Want to learn more about Partner Intel?
Objective #1: Get notified of the activity of your favorite real estate agents
You can favorite or “heart” any agent within Partner Intel by clicking on the heart icon next to their name, as illustrated below:
(CLICK IMAGE TO ENLARGE)To view a list of agents you have marked as “favorites,” click on the “Favorite Agents” tab, as illustrated below:
(CLICK IMAGE TO ENLARGE)When you favorite agents in Partner Intel, Homebot will let you know if they've listed a new property!
Listing alerts will populate in your client engagement portal and we'll also send you an email notification. Learn more about Listing Alerts HERE.
Objective #2: Identify real estate agents who need a co-sponsor in Homebot
Benefit #1: Homebot for Buyers
Homebot for Buyers provides a secure, private home search—client data stays protected and is only accessible through a lender on Homebot. All inquiries, from tour requests to info, go directly to the agent, keeping them—not the listing agent—at the center of the conversation.
Benefit #2: Video Features
Video features, including Video Email and the Video Manager, empower the agent to deliver timely, informative messages that engage their clients and build stronger relationships.
additional clients. By partnering with you, the can move to the Partner plan and save $25/month.
Did you know you can identify agents who are currently using Homebot but DO NOT have a co-sponsor? The agents already see the value of Homebot. You need to explain the benefits of co-sponsoring with you.
Co-Sponsoring Benefits to Agents already on Homebot
Benefit #3: Homebot Mobile App
Homebot Mobile App: Designed to boost engagement and provide clients and prospects with a seamless, on-the-go experience of their Homebot content. Learn more HERE.
Benefit #4: Reduced Monthly Price
Partner Plan: Agents who are on the Solo plan pay $50/month for up to 250 clients and can pay $10/month for blocks of 100 additional clients. By partnering with you, the can move to the Partner plan and save $25/month, plus take advantage of all the additional features that are only available through a co-sponsor partner plan.
Co-Sponsoring Resources
Option #1: Filter your Connections tab based on agents on Homebot who do not have a co-sponsor.
Go to your “Connections” tab and click on the filter funnel, and scroll down and choose “Needs a Homebot Cosponsor,” as illustrated below:
(CLICK IMAGE TO ENLARGE)Option #2: Search for real estate agents in specific criteria, including those who need a cosponsor.
Step 1: Click on the “Search” tab and clear your home state, as illustrated below:
(CLICK IMAGE TO ENLARGE)Step 2: Click on “Add Location” to add a specific city or metro area you want to target, as illustrated below:
(CLICK IMAGE TO ENLARGE)Step 3: Use the advanced filters to choose how many clients the agent has loaded into Homebot (we recommend over 50 to ensure they are not on Homebot Freemium and choose “No current co-sponsor” under the Homebot status filter, be sure to click “Apply filters” to see the results, as illustrated below:
(CLICK IMAGE TO ENLARGE)Step 4: You can now see the results and exactly how many contacts the agent has loaded to Homebot.
(CLICK IMAGE TO ENLARGE)Step 5: Click on any of the agents to view their profile and contact information.
We recommend calling or emailing the agent BEFORE you invite them directly through Homebot.
(CLICK IMAGE TO ENLARGE)Objective #3: Turning Existing Agent Relationships Into New Ones
You already have real estate agents who know you, trust you, and have seen how you work. Those relationships are more powerful than you think—they can open doors to other top producers in their offices.
Here’s how to make it happen:
Step 1: Use Partner Intel to pull up the agent roster for brokerages where you already have strong connections.
Click on the Brokerages option under the Search tab and remove the “State” from the search and click “Add Location.”
(CLICK TO ENLARGE IMAGE)Step 2: Add the City, State you want to search.
(CLICK TO ENLARGE IMAGE)Step 3: Enter the name of the brokerage and click “Search.”
(CLICK TO ENLARGE IMAGE)Step 4: Use the “Agents” tab to filter to find top-producing buyer agents—look at their transaction volume and buyer-side closings.
(CLICK TO ENLARGE IMAGE)Step 5: Create a short list of agent you’d like to meet by click on their name to view their profile page.
Be sure to view their current lender relationships, their recent transactions, and any active, pending, or sold listings.
(CLICK TO ENLARGE IMAGE)You can also use the search links to look the agents up on google and social.
(CLICK TO ENLARGE IMAGE)Once you’ve established your short list of agents you want to meet, it’s time to leverage your existing relationships:
Reach out to the agents you already know in that office—especially the ones you’ve closed deals with successfully.
Let them know you’d like to connect with a specific agent on your list, and ask if they’d be willing to introduce you.
Suggest a casual setting: invite your current contact out for coffee or lunch and ask if they can bring the agent you want to meet.
This creates a relaxed, low-pressure environment for building rapport.
A warm introduction from a trusted peer gives you instant credibility.
It’s far more effective than a cold call because the agent you want to meet already knows someone who vouches for you.
Focus on Building Rapport, Not Pitching
This first conversation isn’t about selling yourself—it’s about getting to know them.
Ask thoughtful questions about their business, market, challenges, and successes.
Pay attention to their communication style, values, and priorities.
Remember: the best partnerships happen when you find like-minded people who share your approach to clients.
☕ Coffee Conversation Questions
For Meeting a New Agent Through a Warm Introduction
Purpose: Keep the focus on them so you can learn about their business, find common ground, and determine if you’d work well together.
Start with Easy, Open-Ended Questions
How’s the market been for you this year?
What’s been your favorite deal or client story lately?
Are you working mostly with buyers, sellers, or a mix?
Dig Into Their Business
What’s your ideal client like?
What’s your favorite type of property to work with?
Do you specialize in any particular neighborhoods or price ranges?
What’s your biggest challenge right now in getting deals closed?
Find Shared Values + Fit
How do you keep your clients informed and at ease during the process?
What’s most important to you when you’re working with a partner?
If you could improve one thing about your transactions, what would it be?
Wrap Up the Right Way
Thank them for their time and insights.
Let them know you’d love to stay in touch.
If the conversation feels like a fit, suggest grabbing coffee again or collaborating on a small project/event.
Objective #4: Identify upcoming open houses listed by key brokerages in your area
Leveraging Partner Intel for Open House Networking
Partner Intel isn’t just for finding top-producing agents—it’s also your inside track to upcoming open houses hosted by brokerages in your area.
Step 1: Click on the Brokerages option under the Search tab and remove the “State” from the search and click “Add Location.”
(CLICK TO ENLARGE)
Step 2: Click on the Brokerages option under the Search tab and remove the “State” from the search and click “Add Location.”
(CLICK TO ENLARGE)
Step 3: Enter the name of the brokerage and click “Search.”
(CLICK TO ENLARGE)
Step 4: Click on the “Listings” tab to view the office’s listings and any upcoming open houses that are scheduled.
(CLICK TO ENLARGE)
Step 5: Click on the property address to view the details of the listing and the listing agent details.
(CLICK TO ENLARGE)
Plan Your Pop-By
Treat open houses as a live networking opportunity. Stopping by in person allows you to introduce yourself, connect face-to-face with the hosting agent, and start building rapport.
Bring Value With You
Don’t show up empty-handed—offer co-branded open house flyers in OSI Express that feature:
Loan scenarios based on the listing’s price (e.g., monthly payment breakdowns for different loan programs).
Your contact information alongside the agent’s, making it easy for buyers to follow up with both of you.
A clean highlight of the property details and photos.
Build Relationships, Not Just a Rolodex
Use these visits to ask questions and learn about the agent’s business. This isn’t a sales pitch—it’s about finding like-minded professionals you’d enjoy working with.
Pro Tip: Follow up after the open house with a quick thank-you and a resource they can use (market update, client-friendly financing tip, etc.) to keep the relationship growing.