October 3, 2022

Elevations Credit Union Partners with Homebot to Equip Loan Officers with Automated Member Engagement and Retention Portal

Colorado’s top credit union mortgage lender partners with Homebot to empower homeowning members with monthly personalized wealth-building and home finance insights

Boulder, CO. {October,3 2022} — Elevations Credit Union, the No. 1 credit union mortgage lender in Colorado serving Adams, Arapahoe, Boulder, Broomfield, Clear Creek, Delta, Denver, Douglas, El Paso, Gilpin, Grand, Jefferson, Larimer, Mesa, Park and Weld counties has announced its partnership with Denver-based analytics and business insight company Homebot to help educate homeowners on how to utilize their home’s equity for retirement planning. Homebot is a smart member engagement platform that is helping homeowners maximize their wealth by working with leaders in the mortgage lending and real estate industries. Each month, Homebot delivers highly personalized, up-to-the-minute home finance insights based on a homeowners' unique equity position through their trusted loan officer.

Through Homebot’s user-friendly interface, homeowners and buyers can explore personalized information regarding home values and equity, wealth-building tactics, property appreciation, amortization, refinancing details, and more.

“Our partnership was a natural fit,” said Charlie Pratt, CEO of Homebot. “The team at Elevations Credit Union is focused on community growth, empowerment, and financial literacy, which made us mission-aligned from the beginning. We’re excited to continue to provide home finance insights to Elevation’s 120,000+ members.”

The partnership enables Elevations Credit Union loan officers to deliver powerful and actionable information to their members, ultimately nurturing their relationship and increasing engagement. Homebot’s seamless integration within Elevations' existing infrastructure, along with the platform’s ironclad compliance and information security, has further enabled the credit union to differentiate its value for current and future members. 

“We deeply value our long-term partnership with Homebot,” said Elizabeth Million Elevations Credit Union’s senior vice president of mortgage. “For over three years, they’ve supported our members while Elevations has helped support Homebot’s acceleration into the credit union and banking space. It’s a mutually beneficial partnership that’s designed to ultimately help the homeowner better set themselves up for personal financial success.”

About Elevations Credit Union 

Elevations Credit Union empowers its members and the communities it serves along Colorado’s Front Range with financial solutions and education. In addition to offering a broad portfolio of consumer and business banking services, Elevations is the No. 1 credit union mortgage lender in Colorado. Founded in 1953 as the U. of C. Federal Credit Union in Boulder, the organization has grown from 12 members and less than $100 in assets to over 175,000 members, more than 600 local employees and over $3 billion in assets. Elevations became a two-time recipient of the Malcolm Baldrige National Quality Award in 2020 and first received the award in 2014. The credit union also earns local awards along Colorado’s Front Range for Best Bank, Best Mortgage Lender, and Best Customer Service year after year. Learn more at elevationscu.com.

For more information about Elevations Credit Union, please contact Elizabeth Million, senior vice president of mortgage at Elizabeth.Million@elevationscu.com or (303) 402-5477.

About Homebot

Founded in 2015, Homebot is a member engagement and retention portal that maximizes repeat and referral business for lenders by empowering consumers to build wealth through homeownership. The award-winning portal delivers personalized, actionable intelligence throughout the entire homeownership lifecycle to every client and prospect. With an average 50% monthly engagement rate, Homebot ensures lenders and agents remain the trusted advisors that consumers rely on to make informed decisions about the largest asset they may ever own, their home. Homebot is based in Denver, Colorado. Learn more at https://homebot.ai/.

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