"We care about what happens to our clients. The Redfins and Zillows? They don’t have that relationship” - Rebecca Hansen, Guild Mortgage
Sales Manager and Top Producer, Guild Mortgage
Rebecca Hansen has spent over two decades in lending, with nearly 19 years at Guild Mortgage. She’s built her success by focusing on genuine relationships over flashy marketing and cold leads. Her team prides itself on deeply personal service, prioritizing trust, transparency, and client advocacy at every step.
“No one cares for our clients more than we do. Period,” Rebecca says—a philosophy that runs through every interaction she has with her clients and partners.
In a market where loyalty is fragile and competition is fierce, Rebecca’s goal remains clear: stay connected, stay consistent, and stay at the forefront of her clients' minds when real estate decisions arise.
Homebot has played a crucial role in maintaining that consistency over the years. But as the platform evolved, so did Rebecca’s strategy, embracing new features like Homebot Search and Partner Intel to deepen client engagement, protect relationships, and help her agents win more business.
As market conditions cooled and consumer confidence wavered, Rebecca saw firsthand that staying connected wasn’t enough. Clients needed real data, relevant options, and personalized engagement.
Meanwhile, competitive pressures from platforms like Zillow, Redfin, and national mega-lenders intensified. Rebecca knew that if she wanted to protect her clients and agents, she had to create a "protected bubble" that kept them informed and engaged.
“We care about what happens to our clients. The Redfins and Zillows? They don’t have that relationship,” Rebecca says.
She needed a solution that made it easy to stay top of mind with her network and to quickly identify when clients were signaling it was time for a deeper conversation.
Rebecca understood that navigating a tightening market required more than just increasing outreach. Success depended on delivering consistent, clear, and timely value. Homebot became the foundation that made this possible.
Rather than using Homebot as a secondary tool, Rebecca integrated it directly into her client experience and agent engagement strategy, making it a critical part of how she builds trust and drives action. Here’s how she did it:
1. Using client search to capture intent early
Rebecca integrated Homebot's Search feature right at the start of the pre-approval process. This shift allowed her team to track buyer behavior from the start, long before clients could migrate to third-party platforms. Keeping clients inside the "Homebot bubble" allowed Rebecca to build trust early and guide financial conversations sooner, turning curiosity into action.
"Search has changed everything for us. When clients start browsing, we know real estate is on their mind. That’s our chance to jump in early and solve problems sooner.”
2. Leveraging Partner Intel to strengthen and expand agent relationships
Partner Intel enabled Rebecca to spot opportunities with agents who were closing transactions but lacked strong lending partnerships. She used these insights to make intentional, high-value outreach, positioning herself as a strategic partner who could help agents close more deals smoothly.
Unlock deeper agent partnerships with Homebot Partner Intel. Find the right agents faster, strengthen existing relationships, and turn overlooked opportunities into new transactions with real-time, actionable insights.
3. Prioritizing follow-up with behavioral data
Instead of guessing who might be ready for a conversation, Rebecca relied on Homebot’s behavioral signals. When clients were actively viewing their Digests or exploring new properties, she reached out with personalized guidance, meeting clients where they were already engaged and shortening the path to the next transaction.
"I’d rather reach out when someone’s actively thinking about moving than sit on the sidelines. Homebot gives us that visibility — and that opportunity."
4. Delivering consistent, meaningful value to clients and agents
Rebecca framed Homebot as a lasting gift to her clients, providing them with real-time insights into their home equity and buying power. For agents, Homebot became a powerful co-marketing tool, helping them stay consistently connected with past clients and strengthening their long-term referral networks.
“Homebot helps us stay connected, offer real value, and show our clients—and our agents—that we genuinely care about their success.”
Rebecca’s strategic use of Homebot delivered measurable success across her business:
Homebot became the foundation that allowed Rebecca to grow her business with strength, strategy, and deeper connections, even in a shifting market.
“Homebot lets us keep clients in our protected bubble, not drifting off to the Zillows and Redfins who have no relationship with them”
Rebecca Hansen proves that even in a volatile market, strong relationships, timely insights, and consistent value win. Homebot helped her not just stay in touch, but also stay trusted. Not just visible, but indispensable. Homebot enabled Rebecca to meet her clients earlier in their journey, empower her agent partners with actionable data, and build a business poised for long-term success.
Ready to see how Homebot can help you build stronger connections and drive real growth? Book your Homebot demo today.
Join thousands of Loan Officers and Agents that love using Homebot.
Sales Manager and Top Producer, Guild Mortgage
Join thousands of Loan Officers and Agents that love using Homebot.
Join thousands of Loan Officers and Agents that love using Homebot.
Terms of ServicePrivacy PolicyAccessibility StatementTrust & ComplianceDo Not Sell or Share My Personal Information
