Case Study: Hometap scales homeowner communications across 15 states with Dialpad

How Hometap connects with homeowners across 15 states (with room to scale)

Hometap, which helps make homeownership more accessible across 15 states, needed a communications platform that could scale with its rapid growth and integrate cleanly with key systems like Salesforce, Zendesk, and custom-built tools. The team turned to Dialpad, including its Salesforce integration, to support sales operations, onboarding, and homeowner communications.

With Dialpad, Hometap gained better visibility into call activity through transcription, tracking, and analytics, while also improving routing with customizable call trees and after-hours handling. The results included measurable reporting on calls made, calls connected, call duration, and quality calls, which helped build productivity scores for Investment Managers and improve continuity and connect rates across the business.

Hometap

Tom Griffiths

Sales Operations