Chevron Federal Credit Union Partners with Homebot to Enhance Member Engagement and Retention

Denver, Colorado, January 8, 2024 — Homebot, the leading Homeownership Intent Platform, is thrilled to announce its partnership with Chevron Federal Credit Union. This collaboration marks a strategic step in Chevron FCU’s efforts to elevate member engagement, enhance retention, and expand awareness among both mortgage and non-mortgage members.

Homebot’s platform is designed to surface actionable insights, helping Chevron FCU’s loan officers proactively identify origination opportunities and connect with members at the most critical moments. By shifting from a passive “wait-for-leads” approach to a dynamic, boots-on-the-ground strategy, Chevron FCU aims to strengthen its member relationships and grow its lending footprint.

“Chevron Federal Credit Union recognized the need for a modern, data-driven approach to drive engagement” said Liza Ritrovato, VP of Enterprise Growth. “Homebot’s ability to identify and surface high-intent opportunities will empower Chevron FCU’s team to focus on meaningful conversations that lead to long-term relationships and growth.”

Key Highlights of the Partnership:

• Full Adoption: All of Chevron FCU’s loan officers will leverage Homebot from launch.
• Targeted Engagement: Chevron FCU will prioritize actionable insights to retain existing mortgage members and drive awareness for non-mortgage members.
• Seamless Integration: Homebot will complement Chevron FCU’s existing tech stack, to provide a unified and efficient workflow. 

Chevron FCU’s Chief Lending Officer, Mike Long, expressed optimism about the partnership, noting the potential for data-driven accountability and proactive member engagement. 

"At Chevron Federal Credit Union, we’re passionate about empowering our members with the knowledge and tools they need to make confident financial decisions. Partnering with Homebot enhances our ability to provide personalized guidance for homeowners and first-time buyers alike, offering education tailored to their situation. The ability to offer a nationwide Home Search empowers our members to explore properties across the country, all while staying closely connected with our mortgage lending team to help guide them through the homebuying process. This collaboration strengthens our role as a trusted guide for all of our members’ loan needs, from mortgages to consumer lending products, and reflects our ongoing commitment to their success."

Chevron FCU joins a growing number of credit unions leveraging Homebot to transform how they engage members, uncover opportunities, and ultimately, drive loan growth.

About Homebot
Homebot is a leading Homeownership Intent Platform that surfaces actionable data so lenders and agents can connect with clients at the perfect moment—before the competition. By driving engagement and loyalty, Homebot empowers its partners to build long-term, valuable relationships.

About Chevron Federal Credit Union
Chevron Federal Credit Union has been a trusted financial partner for over 85 years, serving members nationwide with personalized, high-quality financial solutions. As a not-for-profit credit union, Chevron FCU focuses on delivering exceptional value through competitive loan rates, robust savings options, and dedicated member services. From home loans to comprehensive financial guidance, Chevron Federal Credit Union helps its members achieve financial success and security.

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