Log into your profile for the first time and create a password. If the link in your invitation email does not work, please contact Support@homebinder.com for assistance.
To make sure your branding is accurate (your photo, company contact info and company logo), navigate to the Settings > Profile tab.
Click on the Edit button in the upper right of the page. Then click on the Upload a headshot and/or Upload a logo button(s) toward the bottom of the page to update or create your profile branding.
Once you have created/updated your profile you can navigate to the Binders tab and see all the binders on which you are the Loan Officer. You will not be able to see inside these binders since we protect the homeowner's information, but you can see the details about the binder.
If you have not yet integrated with Encompass, or are using another software platform, click here to schedule a time to have it set up for you.
1. Go to Settings > Public Review Profiles
2. Click Add Profile Link
3. Select your Chosen Network. If it is not listed, choose Other Network
4. Add your profile URL link
5. Click Add and you're ready to go!
Navigate to your binders section
Select "New Binder" in the upper right corner. This binder will contain the templated content set up by your account administrator.
Pick your transaction date.
Choose Buy, Own, or Refinance. Most tend to be buy-side, so that is why it is the default.
Enter the client info. That will name the binder as "First name Last name Binder" which is a default setup to make it easy to sort your binders by client name.
Enter the property info and click save. To check your work, click on the binders tab, and you should see the new binder listed on that screen.
Your account administrator has configured your automation settings. You can disregard that portion of the video tutorial. Your binder will be transferred to the client automatically.
Navigate to your binders section
Select "Upload Batch" in the upper right corner.
Download the CSV template, which is an excel document that will show you how to get your content in order for batch processing. Please note that all the columns that are present must remain and all required fields must be filled. The address and address2 fields are required and if the property address has a unit, floor, or suite number, it must be placed in the address2 column. Typing in all caps is not recommended.
Upload your CSV file.
Your binders will load. This should take just a few minutes. To check your work, click on the binders tab, and you should see all the binders listed on that screen.
Your account administrator has configured your automation settings. You can disregard that portion of the video tutorial. Your binder will be transferred to the client automatically.
Loan Officers participating in Mortgage Coach
Marketing Launch Kit PDF - This PDF has all your resources for educating your homeowners and realtors in one place.
The most current HomeBinder logo in various formats for use online.
Official messaging on HomeBinder that you can copy/paste to explain what HomeBinder is, and why you offer it. There are short, medium and long versions.
Official posts and messages you can use on your Facebook page.
Images sized for Facebook as well as messaging and links you can copy/paste.
There are specific posts to target agents, versus homeowners.
Share this HomeBinder for Homeowners explainer video and share educational materials on your social media channels and website about HomeBinder. You can access our folder for social posts here.
PRIOR TO FUNDING
Post an explanation on your website, and Facebook page. That will also help you market your mortgage services to homeowners and agents. You can find official messaging about HomeBinder here.
Email clients to thank them for their business. You probably already do this, and this is also where you can explain further. Here is a template you can use for that.
DURING THE LOAN PROCESS
Verbally explain about HomeBinder “HomeBinder allows you to organize and save all related home information in one convenient online app. From storing paint colors to getting maintenance reminders, HomeBinder will help in all aspects of home ownership. Homeowners cannot purchase HomeBinder but we include it as a value added service at no cost, for the lifetime of your home ownership, as a part of your loan process.”
Give them (or email them) a flyer explaining HomeBinder. Add the Homeowner video or customize a short personalized video from your office. You can find all the content in the Marketing Kit which includes branded flyers and video links here.
AFTER FUNDING, FOLLOW UP VIA EMAIL OR PHONE CALL
Email the agent to thank them for their business and to explain the value of HomeBinder to them. This might also be the email where you attach the Seller's report video. Your agent may ask more about HomeBinder and we can help with a free webinar for your top agents.
Call or Email the homeowner to thank them for their business and to explain again about their HomeBinder subscription. Let them know that their mortgage documents will be uploaded to their binder.
Narrated Real Estate Agent Presentation
1. Explain how HomeBinder works. That it is an electronic 3-ring binder to help homeowners with their largest investment. And you will be providing this binder as a complimentary value added service. This service cannot be purchased by homeowners on their own and is provided at no cost to the borrower or the agent.
2. Tell the Realtor® they will be branded as the agent of record on the binder dashboard, on every maintenance reminder email and on the Sellers Report™. This will keep their image and branding in front of their clients over the lifetime of the home.
3. Explain that the Sellers Report™ will have all the maintenance records and any projects done to add value to the home. There is also a public link that can be used in the listing, but even more valuable, it can be given to the Real Estate Appraiser. This report is key in determining “condition” of the home and can impact the appraisal value a great deal. When the home sells for more, the Realtor® earns more! Here is a case study you can also share with them, about a agent who got 14/14 homes appraised above value, using Seller Report.
https://drive.google.com/file/d/1zmenaMQtHviZsDb4StJEqJmrcpziAC-r/view?usp=sharing
AREAS and STRUCTURES: This is where they can add a living room, free standing garage, kitchen etc.
MAINTENANCE: Homeowners can see here all of the maintenance tasks you set up for them. They can edit, remove, or add additional tasks.
PROJECTS: Here is where homeowners can keep track of any projects or renovations. They can even use it to plan or scope out future projects.
HOME PROS: This is where homeowners can save the contact info of the pros that work on their house. This is also where any of your recommended pros, in your template, would populate for them as well.
APPLIANCES: Here is where your clients can put in manufacturer and model #'s for automated appliance recall alerts! They can also store information like where they bought it from, how much it cost, when it was installed, etc.
PAINTS / FINISHES: This is where homeowners can put in color codes, compositions, manufacturers. They don't have to keep rusty old paint cans any more, that just take up space.
HOME INVENTORY: Where homeowners can inventory everything, for insurance purposes, in case of fire, theft, extreme weather, etc.
RECEIPTS: One central place where a homeowner can track all their home related receipts for capital expense reporting.
PERMITS: This is where a homeowner can get free access to permit data from BuildFax.
DOCUMENTS: Homeowners can store an unlimited number of documents, and have access to any of the documents that you pre-populated for them.
HomeBinder Homeowner Common Questions
How do I add another property to my account?
Can the Seller report be transferred to a new buyer? If so, how is this done?