Lender Help Center

Everything you need to know, as a lender, about your HomeBinder account.

10 articles in this collection
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 over a week ago

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 over a week ago

3. Integrate your Lending Software

How to sync up your loan writing software with your HomeBinder account.

Written by Jillian Shiflett
Updated over a week ago

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 over a week ago

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 over a week ago

6. Create your Binders

A 2 minute video on how to create binders; manually or in batches.

Written by Jillian Shiflett
Updated over a week ago

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 over a week ago

Marketing HomeBinder to Homeowners

How to explain HomeBinder, and your relationship with it.

Written by Jillian Shiflett
Updated over a week ago

Marketing HomeBinder on your Website

Official messaging and logos for use on your company site.

Written by Jillian Shiflett
Updated over a week ago

Marketing HomeBinder on Facebook

Official posts and messages you can use on your Facebook page.

Written by Jillian Shiflett
Updated over a week ago