Retrieved on:
Friday, February 23, 2024
The platform utilizes advanced technology to deliver data-driven insights, enabling lenders to engage members effectively while offering personalized financial solutions.
Key Points:
- The platform utilizes advanced technology to deliver data-driven insights, enabling lenders to engage members effectively while offering personalized financial solutions.
- Ent Credit Union, known for its commitment to enhancing members' financial well-being, aligns with Homebot's mission to provide homeowners with valuable home finance education about their most significant asset - their home.
- This partnership aligns with Ent Credit Union's commitment to providing value beyond traditional banking services, fostering financial literacy, and helping members to achieve their homeownership goals.
- "We are very excited about our partnership with Ent Credit Union," said Charlie Pratt, CEO of Homebot.
Retrieved on:
Thursday, November 9, 2023
DENVER, Nov. 9, 2023 /PRNewswire/ -- Homebot , the leading home finance education portal, today announced its launch of The Homebot Mobile App, allowing clients to connect with their trusted home advisors in a single tap right from their mobile device.
Key Points:
- DENVER, Nov. 9, 2023 /PRNewswire/ -- Homebot , the leading home finance education portal, today announced its launch of The Homebot Mobile App, allowing clients to connect with their trusted home advisors in a single tap right from their mobile device.
- "We couldn't be more excited to introduce the Homebot Mobile App, a game-changer for the millions of consumers already utilizing Homebot to make smarter home finance decisions," said Charlie Pratt, CEO of Homebot.
- Early results showed average screen time doubles when clients download the Homebot Mobile App.
- Homebot's loan officer customers who are cosponsoring real estate agents will be able to offer them the Homebot Mobile App.
As a customer-centric organization, Bell Bank Mortgage continually seeks innovative solutions to ensure their clients receive the utmost support and guidance in achieving their financial goals.
Key Points:
- As a customer-centric organization, Bell Bank Mortgage continually seeks innovative solutions to ensure their clients receive the utmost support and guidance in achieving their financial goals.
- "We are excited to partner with Homebot to deepen our relationships with homeowners and buyers," said Tony Weick, president of Bell Bank's mortgage division.
- The partnership with Homebot will enable Bell's mortgage loan officers to deliver powerful home finance insights to homeowners and buyers, ultimately deepening and nurturing client relationships and increasing engagement.
- "Bell Bank is a perfect example of how Homebot can enhance the digital client experience and deepen loan officer-to-client relationships through financial literacy."
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Online shopping DENVER, June 9, 2022 /PRNewswire/ -- Homebot, the award-winning, customer engagement and retention portal that empowers consumers to build wealth through homeownership, today announced a new integration with Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions. The integration automates client list management, allowing lenders to streamline the delivery of Homebot digests and develop meaningful customer relationships right away.
Key Points:
- DENVER, June 9, 2022 /PRNewswire/ -- Homebot , the award-winning, customer engagement and retention portal that empowers consumers to build wealth through homeownership, today announced a new integration with Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions.
- The integration automates client list management, allowing lenders to streamline the delivery of Homebot digests and develop meaningful customer relationships right away.
- "The Fairway team is excited for the new Total Expert integration with Homebot," says Sarah Kubischta, AVP CRM Operations at Fairway Independent Mortgage Corporation.
- Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions.
Retrieved on:
Wednesday, February 16, 2022
DENVER, Feb. 16, 2022 /PRNewswire/ --A new partnership between Castle & Cooke Mortgage and Homebot, Inc .
Key Points:
- DENVER, Feb. 16, 2022 /PRNewswire/ --A new partnership between Castle & Cooke Mortgage and Homebot, Inc .
- "Homebot is a slam dunk to generate repeat business for both loan officers and real estate agents," said Scott Kirkessner, VP of Marketing at Castle & Cooke Mortgage.
- Castle & Cooke Mortgage has solidified its reputation as one of the industry's top mortgage lenders by creating exceptional home loan experiences for loan officers and customers alike.
- Castle & Cooke Mortgage, LLC, is one of the nation's leading independent mortgage lenders with locations across the United States and more than 300 employees.
Former Ellie Mae vice president, Jeff Marchetti, has joined the Homebot team as their Vice President of Large Account Enterprise Sales.
Key Points:
- Former Ellie Mae vice president, Jeff Marchetti, has joined the Homebot team as their Vice President of Large Account Enterprise Sales.
- "It also delivers an unmatched return on investment to lenders unlike any technology I have represented in my past roles.
- Marchetti has held positions on the national level at H&R Block Mortgage, Servicelink and, most recently, Ellie Mae now ICE Mortgage Technology.
- Now, in his new role at Homebot, Marchetti will be driving the enterprise sales strategy for top 100 mortgage lenders across the country.
DENVER, June 24, 2021 /PRNewswire/ -- Homebot, Inc. , provider of the award-winning, client-for-life portal that empowers consumers to build wealth through homeownership, today announced a partnership with independent mortgage banker, Thrive Mortgage .
Key Points:
- DENVER, June 24, 2021 /PRNewswire/ -- Homebot, Inc. , provider of the award-winning, client-for-life portal that empowers consumers to build wealth through homeownership, today announced a partnership with independent mortgage banker, Thrive Mortgage .
- This partnership enhances the client experience while helping Thrive Mortgage Loan Officers build lasting relationships that extend far beyond the transaction.
- "The mission of Thrive Mortgage is to provide a legendary lending experience to our clients," stated James Duncan, Director of Marketing for Thrive Mortgage.
- Thrive Mortgage is a rapidly growing independent mortgage banker based in Georgetown, Texas.
"As a bilingual tool, Homebot enables us to provide our English- and Spanish-speaking clients with personalized home finance intelligence.
Key Points:
- "As a bilingual tool, Homebot enables us to provide our English- and Spanish-speaking clients with personalized home finance intelligence.
- Homebot aligns with our mission to provide an exceptional client experience and an elevated level of service."
- Through an enterprise agreement with Homebot, Alterra loan officers will have access to a client-for-life portal that engages their clients with timely, actionable information throughout the entire homeownership lifecycle.
- Founded in 2015, Homebot is a client-for-life portal that maximizes repeat and referral business for lenders by empowering consumers to build wealth through homeownership.
With the integration of the Mortgage Coach Total Cost Analysis (TCA), loan officers are able to add detailed explanations of each loan option, tailoring the refinance scenarios and uncovering potential purchase opportunities for each homeowner.
Key Points:
- With the integration of the Mortgage Coach Total Cost Analysis (TCA), loan officers are able to add detailed explanations of each loan option, tailoring the refinance scenarios and uncovering potential purchase opportunities for each homeowner.
- "We have already provided approximately 200 unique Total Cost Analysis experiences through the integration," said Gemma Currier, SVP, Retail Sales Operations at Guild Mortgage .
- "Our team knows that prospects who receive a Mortgage Coach Total Cost Analysis commit faster," said Chad Baker, Regional Manager at CrossCountry Mortgage .
- The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision.
Through this partnership, all Wyndham Capital loan officers will be able to deliver powerful home finance insights to their clients and prospects.
Key Points:
- Through this partnership, all Wyndham Capital loan officers will be able to deliver powerful home finance insights to their clients and prospects.
- "We look forward to continuing our work with Homebot to equip our customers with the valuable information they need," said Jeff Douglas, CEO of Wyndham Capital.
- Wyndham Capital initially introduced the Homebot portal with a small group of top-producing loan officers.
- Wyndham Capital is a digital home lender that gives homeowners competitive rates, lower total costs, and no hidden lender fees.
