The Tool That Helped Transform Mason-McDuffie Mortgage: How Homebot Drives Business to Loan Officers’ Doors

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5+

Years on Homebot

33,000

Clients On Homebot

71%

Unique Engagement Rate

40 DMs

Sent last 30 days

About

Mason-McDuffie

Company Background

Company Background

For over 12 years, Renee Rovai has led marketing at Mason-McDuffie Mortgage (MasonMac) with a clear mission: to equip the company’s loan officers with tools that make their jobs easier and more impactful. As VP of Marketing, Renee oversees a small, skilled team that carefully vets new technology, prioritizing efficiency, value, and strong support.

Ken Rife, a Senior Loan Officer who joined MasonMac six months ago, brought a fresh perspective and shared enthusiasm for finding tools that drive business results. From the start, Ken knew Homebot was non-negotiable. “One of the biggest things that I wanted to see when we came here was Homebot,” Ken said.

This is the story of how Mason-McDuffie turned to Homebot to empower their loan officers with tools that are easy to use, versatile, and—most importantly—drive real results.

Streamlining Operations with Efficient, Supportive Tools

Mason-McDuffie Mortgage has a diverse team of loan officers with different needs and preferences. Some prefer a hands-on approach, while others need tools that can automate tasks. For Renee, finding a solution that fit across the board was critical.

“We have loan officers that want low involvement or high involvement, and it fits perfectly—low, high, and everything in between,” she said. “We have our top producers using it and lower producers being lifted up as a result, which is crazy. That says a lot because we’re trying to fit into so many different niches.”

Homebot wasn’t just a great fit for the team—it was also easy to implement. “We don’t have a lot of bandwidth to run a lot of things internally,” Renee explained. “Our partnership with Homebot has been amazing. The onboarding process was extremely easy, and it didn’t end after we were onboarded. The support has only gotten better.”

Overcoming the Challenges of Loan Officer Adoption

Adopting new tools is often a challenge, but Mason-McDuffie found Homebot’s approach refreshingly collaborative.

“We don’t vet tools lightly here,” Renee said. “We’re willing to make the spend, but we want to make sure it’s right because we don’t like burning through relationships.”

When the company upgraded to Homebot Pro, Homebot didn’t just provide the platform—they provided a training program with Mason-McDuffie to ensure its success. “We did a five-week series, one of which was to invite realtor partners. It was a huge campaign internally, and we had about 40 realtors join.”

This ongoing support has been a game-changer. “It’s nice to brainstorm with a partner,” Renee shared. “We look at adoption rates, usage reports, and figure out why someone isn’t logging in. We examine that and come up with ways to make it better.”

Delivering Actionable Insights That Drive Business

For Ken, Homebot has been instrumental in helping him connect with clients and grow his business. “It’s brought business to my door,” Ken said. “I’m a huge fan of Homebot. I will always continue to use Homebot. It’s an integral part of my business.”

One feature Ken values most is the ability to track client engagement. “I have a client that I checked in with the other day,” he said. “I love that I can see that they’ve logged in 120 times over the last year. It’s incredible to see that interaction.”

Homebot allows Ken to deliver value and foster trust with his clients. “When they bought their home, I told them, ‘We’re going to make a smart business decision here.’ It’s really fun seeing them watch their home gain value month after month, year after year.”

Fostering Client Trust Through Real-World Impact

Homebot doesn’t just benefit loan officers—it has a direct impact on clients. Renee shared a striking example of how the platform has become indispensable for one client:

“A retired professional basketball player in Europe called us in a panic because he couldn’t get on Homebot,” Renee said. “He checks it every day to track property values and was waiting to buy a property in San Jose. His app wasn’t working because of an old phone, and he lost that connection. We got him back online using his laptop so he wouldn’t panic, but that dependency on Homebot is incredible. This is at that scale, which is pretty crazy.”

Partnering for Long-Term Success

At Mason-McDuffie Mortgage, Homebot has become more than just a tool—it’s a trusted partner. From seamless onboarding to ongoing collaboration, Homebot enables loan officers to deliver value to their clients and build stronger relationships.

“It’s super helpful,” Ken said. “I’m excited to see the new features that are coming. I’ll always continue to use Homebot.”

For Renee, the partnership with Homebot has set a new benchmark. “It’s amazing to find a tool that fits so many different niches and drives results for both our team and our clients,” she shared.

“Homebot brings business to my door. I’m a huge fan.”

Ken Rife

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