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

Why Branch Manager, Dave Thomas says Loan Officers should not be without Homebot

The customer, Caliber Home Loans, was represented by Branch Manager David Thomas, who needed a strategy to maintain client relationships and generate business during the volatile economic conditions of the COVID-19 pandemic. The challenge was to provide guidance and alleviate client anxiety while adjusting to a drastically shifting market.

Homebot provided the solution by automatically sending personalized home equity digests to clients. This required little hands-on time and served as a powerful conversation starter. As a result, David saw an immediate and massive return on investment; the very first Homebot digest generated 11 refinances worth $3.5 million in a single day, and it consistently added an estimated $2 to $3 million in business each month thereafter. Homebot also strengthened his network by connecting clients with real estate agents.

Caliber Home Loans

Dave Thomas

Branch Manager