Case Study: Guild Mortgage generates 50 conversations a year with Homebot

Sarah Lee Generates 50 Conversations Every Year from Homebot

The customer, Guild Mortgage, faced the challenge of staying top-of-mind with past clients in a shifting market and generating new conversations to drive business, particularly after the refinance boom ended. Their loan officer, Sarah Lee, needed a tool to build lasting connections and position herself as an expert without resorting to cold outreach.

The solution implemented by Homebot provided an educational platform that nurtured client relationships. Using Homebot, Guild Mortgage achieved a 90% unique open rate on communications, which directly generated an average of 50 qualified client conversations per year for Sarah Lee. These conversations frequently led to closed deals and also served to strengthen valuable real estate agent partnerships, solidifying Homebot as a critical tool for retention and referral business.

Guild Mortgage

Sarah Lee

Branch Manager & Coach