Homebot B2B Case Studies & Customer Successes

Homebot is a client engagement and retention portal that maximizes repeat and referral business for lenders and real estate agents by empowering consumers to build wealth through homeownership. The award-winning portal delivers personalized, actionable intelligence throughout the entire homeownership lifecycle to every client and prospect. With an average 50% monthly engagement rate, Homebot ensures lenders and agents remain the trusted advisors consumers rely on to make informed decisions about the largest asset they may ever own, their home.

Case Studies

Showing 20 Homebot Customer Success Stories

How Homebot has Become the Best Investment this Real Estate Agent has Made in his Career

Amanda Howard Sotheby's International Realty

Cameron Walker

Real Estate Agent

Ashley McKenzie-Sharpe generates up to 20% of her business with Homebot

Ashley McKenzie-Sharpe

Ashley McKenzie-Sharpe

Mortgage Branch Manager

Caliber Home Loans boosts client retention and drives immediate ROI with Homebot

Caliber Home Loans

Dave Thomas

Branch Manager

Caliber Home Loans boosts lead generation with Homebot

Caliber Home Loans

Allie Lord

Branch Manager

How this loan officer used Homebot to build his database

Cherry Creek Mortgage Company

Steve Jaccaud

Mortgage Loan Originator

Group 46:10 Network generates over $30K in commissions with Homebot

Group 46:10 Network

Fred Weaver

Real Estate Agent and Business Owner

Growth Only Coaching boosts client engagement with Homebot

Growth Only Coaching

Amir Syed

Co-Founder & Principal Coach

Guild Mortgage generates 50 conversations a year with Homebot

Guild Mortgage

Sarah Lee

Branch Manager & Coach

Guild Mortgage Achieves Client Retention and New Lead Generation with Homebot

Guild Mortgage

Rebecca Hansen

Loan Officer

Luminate Home Loans generates 20 leads and two transactions with Homebot

Luminate Home Loans

DJ Roberts

Mortgage Loan Originator

MegaStar Financial Corp. boosts loan origination and retention with Homebot

MegaStar Financial Corp.

Noah Doran

Training Manager

Mike Silva achieves 6x ROI each year with Homebot

Mike Silva

Mike Silva

Branch Manager & Mortgage Advisor

Mortgage Network drives lead generation and empowers loan officers with Homebot

Mortgage Network

Brian Koss

EVP of Sales and Marketing

Novus Home Loans generates over $350K in commissions with Homebot

Novus Home Loans

Andy Zemon

Senior Loan Officer & Branch Manager

Synergy One Lending achieves seven-figure ROI with Homebot

Synergy One Lending

Eric Kulbe

VP of Production

Synergy One Lending closes 268 loans in its first quarter with Homebot

Synergy One Lending

Aaron Nemec

President

Triwood Realty's Leon Harper connects with 2,500+ clients monthly with Homebot

Triwood Realty

Leon Harper

Real Estate Broker

10% of all closed loans through Universal Lending came right from Homebot

Universal Lending Home Loans

TJ Kennedy

President

Vantage Mortgage achieves 70%+ open rates with Homebot

Vantage Mortgage

Todd Gydesen

Mortgage Broker

Willamette Valley Bank achieves stronger client engagement with Homebot

Willamette Valley Bank

Dan Meckel

Vice President of Mortgage Development

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