3,000 Clients. 86% Engagement. One Platform: How Guild Mortgage Scales Impact with Homebot

Guild Mortgage’s Fort Collins-based team led by veteran loan officer Portia Noel and her daughter, Olivia Noel, focuses on delivering exceptional service across generations. Olivia, both a loan officer and assistant, manages everything from client outreach to underwriting, database oversight, and event planning.

Managing over 3,000 Homebot contacts, Olivia has embedded the platform into every facet of their business, from partner engagement to proactive lead follow-up.

The Challenge: Rising Rates, Partner Retention & Shifting Market Demands

Like many mortgage teams, Olivia and Portia navigated a rapidly shifting market. With interest rates rising, homebuyers became cautious, and agents increasingly suggested clients “shop around.” Retaining agent partners became harder.

“A struggle that we have is just partner retention… when they're in that hectic ‘the market’s changing’ mode, we needed something to keep them loyal.” – Olivia Noll, Guild Mortgage

The team needed a solution that wasn’t just another tool, it had to drive real value to clients and their referral partners.

The Solution: Empowering Clients & Strengthening Agent Loyalty with Homebot

Homebot became a game-changer.

Olivia uses Homebot not just to inform clients, but to empower them to manage their home as an investment. She shares the platform with agents as a co-branded solution– building trust, boosting loyalty, and deepening engagement.

“It’s not just about ‘we want your referrals.’ It’s: ‘We’re here to build your business too.’” – Olivia Noll, Guild Mortgage

Using features like Likely to Sell, CMAs, and Homebot's Partner Intel tool, Olivia tailors outreach, identifies opportunities, and supports partners with insights that match their specific client demographics.

The Results: High Engagement, Agent Loyalty & New Loans

• 86% open rate on Homebot digests—far outperforming other platforms
• Hundreds of CMA & pre-qual requests, many from clients who wouldn't otherwise reach out
• 3+ loans generated from proactive outreach using Likely to Sell scores
• Hundreds more potential transactions unlocked through guided, client-driven interactions
• Stronger agent retention, with partners referring more clients due to added co-branded value

“These agents love when we can add value. When we’re trying to build their business, not just ours through them… that speaks volumes.” – Olivia Noll, Guild Mortgage

By consistently appearing in clients’ inboxes with relevant, personalized insights, Guild stays top-of-mind without being pushy. And when clients respond, Olivia ensures they’re reconnected with their original agent, supporting partner retention at every step.

Looking Ahead: A Scalable, Set-It-and-Forget-It Strategy

Olivia recommends the free 25-client Homebot trial to hesitant agents. Once they try it, she says, “They love it. There’s no other platform that gives this kind of information. And they’re seeing your face every month.”

With Homebot, Guild Mortgage isn’t just closing loans. They’re building lifetime relationships with clients and agents alike.

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