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.
Homebot Delivers Proven Results for Loan Officers
increase in clients’ likelihood to transact
monthly consumers
email deliverability
open rate
Homebot is the edge for loan officers nurturing and converting their clients
Client engagement with automated marketing content
Automated home value & equity reports: Automatic monthly digests sent to clients with updated home value, equity, and refinance potential.
Refinance & buy-up scenarios: Interactive calculators let homeowners explore options like cash-out refis, paying down their mortgage faster, or moving into a new home.
Lead nurture automation: Automatically share educational content and interactive tools with past borrowers, keeping you top-of-mind for the long-term.
Mortgage lead generation fueled by AI tools for lenders
Identify sellers before they hit the market. Likelihood to Sell Score accurately predicts who’s likely to list their home in the next 9 months, with 89% of actual moves predicted in the top 50% of scores.
Zero-in on the highest-opportunity clients. Behavioral triggers like CMA requests, listing views, and message activity highlight who’s ready to act, so you never miss a window.
Focus your efforts where they matter most.
AI-driven activity reports give you a 5x boost in sales and marketing efficiency by surfacing the most engaged, transaction-ready clients.
Build stronger real estate agent partnerships
Find the right agents to grow your business. Homebot’s Partner Intel reveals top performers with filters, performance history, and engagement insights to inform your outreach.
Act together on shared opportunities. Real-time client activity alerts empower you and your agent partners to follow up at the right time, with the right message.
Create seamless, co-branded client experiences. Strengthen referral pipelines and stay aligned with agents from pre-approval to closing and beyond.
Reviews from Top Producing Loan Officers
Homebot is the ultimate conversation starter, it keeps us top of mind so that we can have meaningful conversations.
You could not go out and hire a full time marketing person to work, just solely for you, and get the kind of engagement rates that we get out of Homebot each month.
