How this loan officer used Homebot to build his database

Every brand new loan officer faces the same daunting challenge: building a client database with leads to do business with. 

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As a new loan officer at Cherry Creek Mortgage, Steve Jaccaud knew that establishing his brand and developing relationships with homeowners to generate business would be critical to his early success. That's why implementing Homebot was one of the first things he did as a loan officer — and it was just the spark he needed to jumpstart his network toward the end of 2020. 

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"It's been very important to starting my business. The first thing I did was enroll my entire personal network in the platform, and it has helped me generate all my initial leads and get off to a very good start." 

Begin With Who You Know 

Steve's first step with Homebot was loading his network of friends and family into the platform to begin sending them monthly Homebot digests. These dynamic and personalized reports provided home equity data to his personal network, and they made an immediate impact.  
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"Homebot gave me eight leads right off the bat in the first month," said Steve. "Getting started on Homebot was really easy. I started enrolling my network as soon as I got my NMLS license...I had 100 potential clients in the platform generating leads before I was even ready to start writing loans." 
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By just plugging his existing relationships into Homebot, Steve initiated conversations with people in his network about their mortgages and home values. He was quickly positioned as his network's go-to loan officer, thanks to the financial insights served up in Homebot digests.

Let Homebot Digests Spark Dialogs

With Homebot in his workflow, Steve is able to engage with his clients and have meaningful conversations with them throughout their homeownership lifecycle. His network has been very responsive to their Homebot digests, and business is coming to Steve in the form of client texts, emails, and phone calls to learn more about the data they're getting in their inbox. 

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"The biggest thing for me is to see how people are engaging with the platform," said Steve about using his Homebot to start dialogs with his clientbase. Steve visits the activity feed in his Homebot to see how people are engaging with their digests, and uses this information to reach out to and speak with clients who are tuning their home's AVM or looking around at available properties in their market.

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Being a new loan officer didn't stop Steve from initiating conversations with people about home finance and doing business with leads within weeks of being licensed.

Ready to Learn More? 

Schedule a 1:1 demo with a Homebot pro today to see the platform in action and learn how Homebot can help you drive repeat and referral business.