DJ Roberts Generated 20 Leads and Two Transactions in his First 3 Months

DJ Roberts, Loan Officer at Luminate Home Loans sat down with us to chat about his experience on Homebot thus far and how it has revamped his ability to nurture relationships with past clients.

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The average borrower retention rate sits at just 18%, and in the current mortgage market, borrower retention is more critical than ever. DJ was looking for a way to stay connected, “Homebot has made it easy to stay in touch with all of my clients, especially those who might not be ready to buy just yet.”

A new way to build and nurture relationships

As a loan officer, relationships are everything but staying connected with your database and your referral partners isn’t easy.

The more value you provide to your clients the more meaningful your relationship will be. The homebot digest provides personalized home finance insights to all of your clients every month, which keeps you top of mind.

And, it helps you build realtor relationships too. One of the most exciting features of Homebot, according to DJ, is the opportunity to partner with agents. With the co-sponsorship feature, he’s been able to work more closely with his agent partners, while expanding his network.

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DJ is particularly interested in how agents can upload their database, enabling him to keep track of the client activity for his agent partners. If he sees someone who is active on Homebot, he gives the agent a call or sends a text saying: "Hey, this person's looking in this area. It's probably a good idea to call them." 
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Homebot generates conversations that you otherwise wouldn’t have

DJ loves how Homebot helps him to passively drive conversations and stay connected with clients in a way that is meaningful. 
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“Homebot gives me a path to go down when I give my clients a call. I see what they were looking at and what they're looking into {in the activity feed}. And that just gives me such a leg up when we have that initial conversation.”

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He even had a client reach out just to touch base, saying "You know those home digest emails that you send out every week? I figured I'd follow up on one of those." 

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Within the first three months, DJ attributes 10-20 conversations directly to Homebot, and two of those conversations resulted in transactions. 

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It’s easier to keep in touch with clients who are not ready to take the next step in their homeownership journey

As a loan officer, you understand that after closing, your client may not be ready to refinance or purchase a home for years to come. To ensure you stay connected to your clients, it's crucial that you maintain a strong relationship with your database. This is exactly why DJ turns to Homebot to continuously nurture his clients and keep them updated on their financial goals.

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In addition, Homebot helped DJ overcome some of the challenges of the past few years, especially given COVID-19. With much less face-to-face interaction, homeowners are spending more time at home and navigating the real estate market from the comfort of their living rooms. As a loan officer, he has adapted to these changes by using Homebot to keep in touch with clients and stay top of mind.

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How Homebot has changed the way DJ Roberts runs his business

Homebot is now a key component of Dj Robert’s business strategy. One that has helped him nurture meaningful relationships, generate leads and conversations, and overcome the challenges of a more digital client experience. 

Ready to see what Homebot can do for you? Schedule a demo - you won’t regret it.