Customer Stories
Customer Stories

How this loan officer drove engagement with his clients and agent referral partners

Mack Humphrey was looking for another way to connect with his past clients. Through Homebot, Mack changed his relationship with past clients, enhanced agent partner referrals, and drove new business.

Mack Humphry

Sales Manager at Loan Depot

2020

Customer Since

145

Active Customers

98%

Subscribe Rate

As a sales manager for loanDepot, Mack Humphrey was looking for another way to connect with his clients instead of just calling every few months to see if they wanted to refinance. He really wanted to help but felt like he was constantly trying to sell them something. When he started using Homebot, the relationships with his clients began to change. 


Homebot gave him direct insight into his customers’ needs and revealed what was important to them financially.  By knowing their home finance goals, his job suddenly became a whole lot easier.  Whether they were interested in turning their home into an AirBnB or learning how to refinance to lower their term, Homebot started important conversations and sparked questions his clients didn’t even know they had. 


“These are things that most people just don’t talk about and nobody teaches you about this stuff in high school or college.”

Mack loves that Homebot allows him to have the advisor role instead of being the constant salesperson. When clients see the monthly numbers and come to him for advice, he always has the same numbers at his fingertips, ready to discuss. “To know that you could not just make money but you can show other people how they can utilize their home in ways that they never did before, you become a trusted advisor and once that happens the floodgates just open.”

Another amazing benefit for Mack is that he can keep helping even when he’s not actively working. In his busy day, he doesn’t always get to follow up with clients as much as he would like. Homebot takes that worry away.  Clients can check their emails 24/7 - even in the middle of the night - and give him a call with their questions in the morning. “If you can just set something and forget it and know that it’s going to be working while you’re not even paying attention or while you’re sleeping...that’s a game changer right there.”


Mack is even having agents from other companies reach out to him to learn about Homebot because their clients were asking for it. By utilizing the co-sponsorship feature, Mack has been able to bolster his referral partner relationships.


What makes Homebot a must buy for Mack? Definitely the ROI.  He would recommend Homebot to any Loan Officer looking to have better relationships with their clients and increase their leads with ease. When past customers are being re-engaged leading to three closings in two months, a program like Homebot is “a no brainer for me”

Schedule a 1:1 demo today and start engaging your clients with Homebot.

Customers see me more as an advisor as opposed to a sales person, and that’s what I was always going for.

Mack Humphry

Bring Homebot to your workplace

Join thousands of Loan Officers and Agents that love using Homebot.

Mack Humphry

Sales Manager at Loan Depot

Bring Homebot to your workplace

Join thousands of Loan Officers and Agents that love using Homebot.

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