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

More than 250 deals closed at Synergy One Lending in their first quarter on Homebot

Synergy One Lending, a modern retail mortgage lender, faced the challenge of engaging its young client base after the initial loan closing to secure future business and drive purchase transactions. They sought a client-for-life solution to maintain connections and provide ongoing value, leading them to evaluate the Homebot platform.

After a rigorous vetting process, Synergy One implemented Homebot for its loan officers. The solution provided highly personalized home finance information that facilitated meaningful client engagement. The results were significant, with over 250 deals closed in the first quarter, a 42% unique engagement rate, and a substantial increase in purchase business, delivering an exceptional return on investment for Synergy One.

Synergy One Lending

Aaron Nemec

President