Monthly Home digest
Holly receives her monthly Homebot digest from her loan officer or real estate agent.
Personalized home financial data
New digest delivered monthly
Schedule a 1-on-1 Demo
Loan Officers
Generate repeat & referral business by automatically engaging your clients with content that empowers them to make smart home finance decisions.
Join thousands of lenders and agents that already use Homebot
What is Homebot?
Homebot is a client engagement platform for Loan Officers
that helps you automatically stay top-of-mind with your clients,
by providing valuable home insights.
that helps you automatically stay top-of-mind with your clients,
by providing valuable home insights.
*Or join us for an upcoming webinar for Loan Officers
83%
of personal wealth comes from home equity at retirement.
Homebot helps you manage your homeowner's most important asset, making you not only a pivotal part to their overall wealth, but to their lives.
83%
Home Equity
17%
(401k/Savings)
CLIENT ENGAGEMENT
Your clients will be addicted
Homebot is a personalized website for your clients, with your branding, that helps them track and build wealth with their home.
Hi Holly! Here's the current home digest and tips on how to save money. Call or email with questions!
First Mortgage
Schedule a 1-on-1 demo
to discover how Homebot...
Helps You Retain Clients Over The Long Term
Stop losing clients to your competition.
Automatically Keeps You Top-Of-Mind Every Month
Homebot will automatically emaill your clients each month.
Tracks Client Engagement and Fuels Your Sales
Measure your clients' activity and use it to drive business.
Provides Your Clients Information They'll Love
Give them content that they will be absolutely addicted to.
Strengthens Your Realtor Partnerships
Co-Sponsor your trusted Agents and generate business together.
Helps Generate Repeat & Referral Business
Start closing more deals from word of mouth and referrals.
Meet Holly Homeowner
Holly just bought a new home for $385,000. Follow her journey as she uses Homebot to build wealth over time.
Home Equity
$505,000
$77,000
$102,000
$156,000
$230,000
$280,000
$330,000
$505,000
Hi Holly, Here's your current home digest and tips on how to save money!
The estimated value of your home is
$410,000
Tips to save money
Holly receives tips and tricks to save money and build wealth.
Personalized calculations to save you money and pay off your loan earlier.
Actionable home wealth information
Tip: If you pay just
$300
more each month, you could save
$
5
4
,
0
0
0
(You could pay off your loan 6 years earlier!)
Refinance
Holly is notified of a great refinancing option.
Customized refinancing scenarios
Real-time savings calculations
What could refinancing your loan save you?
15 Year
$
7
3
,
2
3
5
4.125% RATE - 4.21% APR
Long term savings
Payment goes down $100/mo
Take Cash out
Holly takes cash out to remodel and add a new bedroom.
Accurate loan-to-value calculations
Easy access to their lender for more info
Estimated cash you could take out
$
4
3
,
1
3
8
Taking money out against your home can help save money on credit card debt or investing in home improvement.
Earn extra cash
Holly rents out her newly remodeled room on Airbnb.
Monthly cashflow calculations
Advanced market rental data
Private Room - Denver
Newly Remodeled Bedroom
$145/night
Purchase new home
Holly uses her additional revenue to buy her dream home.
Home trade-up insights
Investment property calculations
SOLD
$880,000
3421 Mountain Drive
Mike, Loan Officer
Together is better.
With Homebot, loan officers and real estate agents can work together to help their clients maximize wealth.
Wendi, Real Estate Agent
It's so easy to implement
Upload Clients
Simply add your existing customers into your Homebot account.
1
Let It Fly
Homebot will automatically email your clients custom monthly reports.
2
Close More Deals
Start closing more deals and generating more referrals.
3
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