TRAININGS & WORKSHOPS
Pitching Agents: The Homebot Demo Playbook for Loan Officers
UPCOMING
ON-DEMAND WEBINAR

Pitching Agents: The Homebot Demo Playbook for Loan Officers

How to pitch agents is one of the most requested trainings we get from Loan Officers, and one of the highest-leverage things you can do for your pipeline if you can demo Homebot like you know exactly what an agent cares about.  

What we'll cover:  

-The agent-facing Homebot demo — Home Digest, Home Search, the numbers that make agents see the value (74% open rate, 52% engagement, <1% unsubscribe)
-How co-sponsorship works: cost split, what you get, what the agent gets, and where the line is on data privacy
-What a co-branded report actually looks like, module by module
-The FAQs agents ask most (CRM integrations, email capabilities, marketing tools, freemium)
-How to find and invite the right agents with Partner Intel, and what to send say this week

Erica McGarvey
Erica McGarvey
Customer Education Manager