NEW AGENT enrollment and ONBOARDING PROCESS

(As of Jan 14, 2019)

What has changed? The previous agent enrollment process was initiated with the Quick Enroll® desktop feature or mobile app; now, we have an improved agent enrollment process that is ready to use at the start of a new year.

Beginning today, real estate agents can enroll with HBM2 using the new process outlined below:

 

Step 1:

  • Take a picture of the agent’s business card
  • Send it to HBM2 via email: AgentEnrollment@hbm2.com
  • Use the subject line: Request Enrollment with HBM2
  • Provide your name and contact information in the email as the loan officer who introduced the agent to HBM2
Step 2: The HBM2 Client Services team will help agents complete their enrollment and send the agent their user name and PW for the HBM Dash.

Step 3: Once an agent accepts HBM2’s “Terms of Use” on the HBM Dash, they will be prompted to view onboarding/training videos and invited to register for training webinars with project consultant, Mitch King.

AGENT TRAINING VIDEOS

(Now Available on the Agent’s HBM Dash web site)

Testimonials