HOMEBOT FOR LOAN OFFICERS

Loan Officer Marketing Tools

When your clients have endless financing options, it’s tough to compete. Homebot gives you the clear advantage – insight into when your clients are ready to take action, so you can connect with them before your competition even knows they’re looking.

loan officer marketing tool homebot

A Loan Officer Software That Actually Drives Results

With the right behavioral insights, we help you focus on what matters—closing origination transactions. Expand your network, boost client retention, and grow your origination volume, all while staying compliant and saving time.

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Homebot Delivers Proven Results for Loan Officers

4x

increase in clients’ likelihood to transact

8M+

monthly consumers

98%

email deliverability

75%

open rate

How are loan officers and mortgage companies using Homebot?

Automated digests that clients love
Homebot delivers personalized monthly digests featuring updated home values, equity insights, and refinance opportunities automatically. These dynamic reports keep homeowners engaged and bring loan officers top of mind every time a client checks in on their financial position.
Lead nurture & personalized email automation
Homebot automates long-term engagement with borrowers, re-engaging them months or even years after a loan closes. By sending timely, personalized insights without manual effort, loan officers stay relevant and increase repeat business without the chase.
AI-powered alerts when clients are likely to buy
AI-driven analytics surface clients showing real buying or selling intent, like viewing listings, exploring affordability, or checking refi calculators. These predictive signals are sent as real-time alerts and empower loan officers to reach out exactly when clients are ready to take action.
Performance management at companies
Homebot’s enterprise tools give leadership visibility into client engagement, loan officer activity, and marketing ROI. Managers can identify top-performing teams and optimize outreach strategies using actionable data instead of guesswork.
Co-branded digests with realtors
Loan officers can partner with agents to co-brand monthly digests and home search tools. These shared client experiences reinforce referral relationships and help both parties win more deals together.