Case Study: Guild Mortgage Achieves Client Retention and New Lead Generation with Homebot

Maximizing client relationships and generating a constant revenue stream with Homebot

The customer, Guild Mortgage, faced the challenge of retaining past clients and generating new business in the competitive mortgage lending industry. Maintaining meaningful, long-term relationships was difficult and time-consuming. They used the Homebot service to address this.

Homebot provided an automated client retention strategy that kept Guild Mortgage engaged with its database. The solution nurtured relationships, generated a consistent flow of new referrals, and created a constant revenue stream. This resulted in an average engagement rate of 51% across 882 active homeowners.

Guild Mortgage

Rebecca Hansen

Loan Officer