Case Study: Luminate Home Loans generates 20 leads and two transactions with Homebot

DJ Roberts Generated 20 Leads and Two Transactions in his First 3 Months

The customer, DJ Roberts, a Loan Officer at Luminate Home Loans, faced the challenge of a low borrower retention rate and the difficulty of staying connected with past clients, especially those not immediately ready to refinance or purchase. He needed a better way to nurture these relationships to generate leads in a challenging market.

The vendor, Homebot, provided its service to automatically send personalized home finance insights via a digest email. This solution kept DJ top of mind, passively generated conversations, and featured a co-sponsorship tool to build realtor partnerships. Using Homebot, DJ directly generated 20 conversations and two closed transactions within his first three months, while also achieving a 72% unique open rate on the communications.

Luminate Home Loans

DJ Roberts

Mortgage Loan Originator