Lender Help Center
Everything you need to know, as a lender, about your HomeBinder account.
10 articles in this collection
Written by Jillian Shiflett
Written by Jillian Shiflett
Getting Started
1. Brand your Binders
A short video explaining how Lenders can brand the binders in their HomeBinder account.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
2. Set up a Custom Widget
A 1:15 minute video on how to set up a custom widget in your HomeBinder account.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
3. Integrate your Lending Software
How to sync up your loan writing software with your HomeBinder account.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
4. Set up your Templates
A 2 minute video on how to quickly set up templates for use in ALL of your binders.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
5. Configure your Automation Settings
A 4 minute video on configuring your settings for automatically sending out binders to homeowners and agents.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
6. Create your Binders
A 2 minute video on how to create binders; manually or in batches.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
Going Beyond: Market your Partnership with HomeBinder
Marketing to Real Estate Agents
How to leverage HomeBinder to market your business to agents.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
Marketing HomeBinder to Homeowners
How to explain HomeBinder, and your relationship with it.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
Marketing HomeBinder on your Website
Official messaging and logos for use on your company site.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday
Marketing HomeBinder on Facebook
Official posts and messages you can use on your Facebook page.
Written by Jillian Shiflett
Updated yesterday
Updated yesterday