About
Homeowners Financial Group
"These are real people, real families, and we have real purpose and intent on serving their needs"
Homeowners Financial Group is an independent mortgage bank headquartered in Scottsdale, Arizona, with a nationwide presence. For nearly two decades, Homeowners have been committed to serving their community using a client-first approach. Its mission is simple yet profound: “We exist to improve the lives we touch."
Guided by their people-first values, Brandon Durham, Director of Training and Business Technology at Homeowners Financial Group, states, “We are truly in a position and in a place to drive relationships with the families that we serve, their relationships of ours, they're real people.”
While their client-first philosophy was clear, the team needed a way to maintain that focus while also navigating the demands of a competitive mortgage market. In 2019, Homeowners partnered with Homebot to educate their clients by surfacing critical homeownership insights in a scalable way. Durham recalls that Homebot immediately stood out for its ability to provide real-time, actionable information that clients could use to make informed decisions.
“We went to market looking for a provider that not only had the information and the data readily available in a real-time basis,” recalls Durham, “but also had a viable means of delivering that directly to our past and current clients.”
The Homeowners team was relying on a handful of tools in an effort to deliver valuable content to their clients but found this strategy limiting and difficult to maintain. Homebot’s Homeownership Intent Platform made it possible for Homeowners loan officers to deliver timely, actionable insights that their clients’ appreciated and relied on.
“From day one, we’ve believed in the accuracy of the valuation model,” says Durham. “It allows a client to have real knowledgeable information to act on.”
In the four years since adopting Homebot, Homeowners has seen remarkable results. With over 40k of their clients receiving Homebot, they’ve been able to maintain a 74% unique open rate.
“The level of engagement based on the unique opens and the click rate is, it’s truly at the highest of all of our technology offering,” Durham notes. This engagement has translated into substantial and consistent business outcomes year-over-year. In the past 12 months, Homebot has generated 214 closed loans.
As Durham explains, “impacting over 90 million in closed loan activity just shows the sheer reach of the platform and that it's doing what it set out to do”
Beyond engagement, Homeowners has leveraged Homebot to create efficiency in their business by focusing on the opportunities that matter most. Homebot’s homeownership intent data and likelihood-to-sell scores has given Homeowners loan officers the ability to prioritize leads that are most likely to transact.
“Being able to see those characteristics really allows us to have targeted focuses in terms of who we reach out to,” explains Durham. More than just a tool, Homebot has become a vital part of Homeowners’s mission to build lasting relationships with their clients. As Homebot continues to innovate and introduce new features, Homeowners is confident that their partnership will only deepen. “Homebot continues to evolve alongside us as the market itself shifts and grows and changes,” Durham says.
“We’ll continue to leverage the partnership because I know that Homebot will continue to drive that innovation...allowing our organization to be successful with what we’re trying to accomplish, which is be lender for life.”
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