Customer Stories
Customer Stories

How a Nova Home Loans Leader Uses Homebot to Stay in Front of 3,500 Clients

"Without it, I know for a fact I would not have as much business as I do now because I use it as a tool to engage, to create that authenticity, the credibility, the visibility, and the availability of my team and what I get to do for people."

Cheryl Braunschweiger

Production Growth Leader at Nova Home Loans

7 Years

On Homebot

+3.5K

Clients on Homebot

32%

Unique Engagement Rate

Chery Braunschweiger, the Production Growth Leader at Nova Home Loans in Denver, Colorado, has spent over 30 years helping clients navigate the homeownership journey. For Cheryl, the goal is always the same: to help her clients feel good, smart, and capable when making decisions about their homes.

"I believe that people need to feel good, smart, and capable when they make their decisions," Cheryl shares.

For the past seven years, Homebot has been a cornerstone of Cheryl’s client engagement strategy. By pairing her expertise with Homebot, she has built a scalable, relationship-first approach that prioritizes trust and long-term value.

The Challenge: Staying Authentic While Scaling Engagement

As her database grew, Cheryl faced a challenge common to seasoned professionals: how to remain visible and engaged with clients in a meaningful way.

“Because a lot of times automated emails are not authentic. Automated emails are not necessarily credible if the data isn't good. So what I love about utilizing HomeBot is that your data is good."

She needed a solution that would allow her to:

  • Stay connected with clients consistently and authentically.
  • Identify and prioritize opportunities for outreach.
  • Scale her efforts while maintaining her client-first approach.

The Strategy: Turning Insights Into Action

Homebot provided Cheryl with the tools she needed to take her client engagement to the next level. Its intuitive platform allowed her to pinpoint opportunities for outreach, deliver personalized insights, and maintain a meaningful connection with her growing database. Here’s how:

  1. Tracking Engagement to Drive Outreach

Homebot’s activity tracking allows Cheryl to see when clients are engaging with their Digest—an indicator they may be considering real estate decisions.

"If they’re engaging in their Homebot Digest more than twice in a month, they’re thinking about real estate. That’s where I want to be," Cheryl says.

By identifying highly engaged clients, Cheryl builds a prioritized call list, ensuring her outreach is timely and relevant. "One of the best ways for me to create my call list or my conversation list is to look at all of the activities," she adds.

  1. Adding Value Through Homeownership Reviews

Cheryl integrates Homebot data into homeownership reviews, personalized sessions that highlight clients’ equity positions and explore new possibilities.

"My favorite way to engage the data of my 3,500 subscribers is through homeownership reviews. A lot of your data makes up my review process," Cheryl explains.

These reviews create opportunities to celebrate her clients’ decisions and deepen trust. "I’m not trying to sell them a refinance. I’m trying to honor their great decisions about being a homeowner," she shares. “These reviews have been fantastic for me to have a rejection-free conversation because I’m not trying to sell anything—I’m just trying to deepen our relationships, and it’s fun.”

  1. Amplifying Impact Through Co-Sponsorships

Cheryl also utilizes Homebot’s Agent Co-Sponsorship feature to collaborate with real estate agents who share her values. "We need to learn how to leverage OPAs—Other People’s Audiences. This is an amazing opportunity for a great investment price point to leverage other people’s audiences," Cheryl explains. By partnering with six engaged agents, Cheryl has expanded her reach while fostering collaborative, mutually beneficial relationships.

"The six agents I work with are active, they’re looking, they’re calling [...] And that to me is success and my partnership with my agents. They love it because we're constantly calling and collaborating." she shares.

The Impact: Driving Results With Homebot

The results of Cheryl’s Homebot strategy speak for themselves. By leveraging the platform’s data and features, she has not only deepened relationships with her clients and agent partners, but also driven measurable business growth. From stronger connections to tangible outcomes, Homebot has become an essential part of Cheryl’s success. Using this platform, Cheyl has successfully:

  1. Built Stronger Client Relationships

For Cheryl, building authentic connections with her clients has always been at the heart of her business. However, as her database grew, maintaining this level of connection became increasingly challenging. Homebot provided a solution, enabling her to stay visible and engaged with her clients in a way that felt genuine and valuable.

"Without my Homebot, I would not be engaging in the conversations that I have. I wouldn’t be having the opportunities to provide data to my clients through their homeownership reviews," Cheryl explains.

  1. Created Measurable Business Growth

By tracking client engagement through Homebot, Cheryl has gained a clearer understanding of which clients are ready to take the next step in their homeownership journey. This data-driven approach has allowed her to focus her efforts on high-value opportunities, turning engagement into real results.

"So for me, if I get a loan application and part of my process is to go back and look at their engagement in Homebot, I would tell you five out of eight times their engagement is at least three times a month with Homebot. And then I get an application," Cheryl shares.

  1. Expanded Reach Through Collaboration

Recognizing the value of partnerships, Cheryl has strategically used Homebot’s co-sponsorship feature to collaborate with real estate agents. This approach has allowed her to not only expand her reach but also strengthen relationships with agents who share her commitment to client engagement. Through these partnerships, Cheryl has grown her database to over 3,500 subscribers, with 360 of them actively engaging each month.

  1. Empowered Clients to Make Confident Decisions

For Cheryl, helping clients feel good, smart, and capable is more than just a philosophy—it’s a measure of success. Homebot’s data and storytelling capabilities have allowed her to offer insights that resonate, empowering her clients to make informed decisions about their homeownership journey.

"The storytelling that you can use around Homebot is pretty impressive because you are able to show people what’s possible, not just tell them," Cheryl reflects. 

Conclusion: Unlock Meaningful Client Engagement and Drive Business Growth with Homebot

Cheryl’s journey with Homebot showcases the power of pairing actionable insights with a client-first approach. By using Homebot to track engagement, deliver personalized value, and foster meaningful collaborations, she’s been able to scale her business without losing the trust and authenticity that set her apart.

If you’re ready to create meaningful client relationships and unlock opportunities in your database, Homebot is here to help. Book a demo to try Homebot today.

“So if your digest, [Homebot’s] platform, and all of the things that you all have invested in for the benefit of [loan officers] can help me feel good, smart, and capable, I'm in every day!”

Cheryl Braunschweiger

Bring Homebot to your workplace

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

Cheryl Braunschweiger

Production Growth Leader at Nova Home Loans

Bring Homebot to your workplace

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

Bring Homebot to your workplace

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

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