Homebot is a client engagement and retention portal that facilitates meaningful relationships between loan officers and their clients. The award-winning portal delivers personalized, actionable home finance insights that empower consumers to build wealth through homeownership while keeping them deeply connected with their loan officer. The average client retention rate for loan officers sits at just 20% – that’s where Homebot comes in. Homebot helps lenders create meaningful relationships by keeping their clients engaged before, during, and after the transaction. Through powerful home finance insights, Homebot positions loan officers as the trusted advisors their clients can rely on. And with intent-based behavioral insights, loan officers know exactly when to start the conversation.
Homebot achieves an average 50% monthly engagement rate across millions of consumers with an unsubscribe rate of less than percent. This engagement drives timely conversations between consumers and their loan officers, often resulting in repeat and referral business.