“Lenders chase shiny objects—we all do. But eventually, you’ve got a pile of tools you don’t use. What we’re saying now is: become a master of what matters. And for us, Homebot is at the top of that list.” -Joshua Dean, Homeowners Financial Group
Top Producer at Homeowners Financial Group
As a producing branch manager, national sales coach, and trusted advisor, Joshua Dean has built a career on helping people make confident decisions in moments that often feel anything but.
Based in Atlanta, Georgia, Joshua combines deep industry expertise with a coach’s mindset, guiding clients through uncertainty with calm, clarity, and care. As market volatility grew and fear spread among home buyers, Joshua knew that information alone wasn’t enough. His clients needed clarity, reassurance, and a path forward they could trust.
"The reality for a lot, especially first time home buyers is–they don't have any experience to compare it to….I want to be relatable. I know it’s hard, overwhelming, even scary. But our role isn’t to push—it’s to guide. Sometimes that means buying, sometimes it means waiting. Data-driven tools help us lead people to the next best step for them."
That passion for guidance, paired with Homebot’s equity insights, gave Joshua the tools to meet people where they are—and lead them forward.
As mortgage rates climbed and headlines stirred confusion, many of Joshua Dean’s clients—especially first-time buyers—hit pause. Some stopped mid-process. Others pulled back on pre-approvals. Most felt overwhelmed, unsure, and afraid of making the wrong financial move.
Joshua saw exactly what was happening. Fear-based narratives were dominating the conversation, drowning out the bigger picture. The market felt unstable, and buyers didn’t know who—or what—to trust.
He didn’t rely on reassurance or repeat the same tired scripts. Instead, he shifted the conversation. He traded generic advice for clear, personalized data his clients could actually use.
While others told buyers it was a good time to buy, Joshua showed them why. With Homebot’s equity insights, he backed every conversation with facts—cutting through the noise and giving clients the clarity they needed to move forward with confidence.
To deepen the impact of his strategy, Joshua partnered with Homebot and the Homeowners Financial Group internal tech team to build a custom dashboard that surfaced equity insights across his entire client portfolio. This allowed him to identify which clients had built significant equity over time—and use that data to power targeted outreach, real-time coaching conversations, and marketing campaigns that spoke directly to each client’s financial position. What began as a simple idea—“What if I could show people how far they’ve come?”—quickly evolved into a scalable, story-driven system rooted in trust, education, and results.
Joshua knew buyers didn’t want to be convinced it was a good time to buy—they wanted proof. So he shifted from persuasion to education, using Homebot’s new high equity list to arm his clients with personalized, data-driven insights that answered their biggest questions:
Instead of relying on broad market trends or generic advice, Joshua used Homebot to turn every client conversation into a personalized, numbers-backed experience. Here’s how:
Joshua leveraged Homebot’s equity data not just to look backward—but to inspire forward momentum. By analyzing how much equity his past clients had built over time, he created powerful before-and-after stories that reframed the conversation for new buyers. Instead of focusing on current rates or market fear, he used real data to illustrate what others in similar situations had achieved by taking action. These stories became proof points—showing hesitant buyers that the same path to long-term financial growth was possible for them, too. With Homebot, Joshua turned past success into future confidence.
“...there were people that were fearful, there were people that were uncertain, there were people that didn't want to take the big rate, but they did it. And now I have the data to show prospective buyers the data and say ‘here's the benefit…not everything you hear in the news or all of the, doomsday–the sky's falling narrative is entirely true.”
Homebot’s affordability features helped Joshua walk buyers through real-world scenarios. Clients could see which homes fit their financial situation based on today’s rates and their long-term goals—turning vague uncertainty into tangible opportunity.
Every client received a monthly Homebot digest—branded with Joshua’s information—that kept the conversation going. These digests weren’t just email touch points, they were trust builders, consistently delivering value and reinforcing his role as a guide, not a salesperson.
By putting real numbers in front of his clients, Joshua turned fear into understanding—and indecision into action.
“Over the last couple of years, Homebot has become integrated into everything I do—monthly videos, real-time check-ins, personalized insights. It’s how I stay proactive and connected with my clients.”
With data in hand and purpose in his voice, Joshua created a scalable strategy that helped clients move from hesitation to hope. Here’s what he achieved:
In a market overwhelmed with doubt, Joshua used facts to restore clarity. Using tools like Homebot, he helped buyers see what was possible, showed agents how to turn equity into evidence, and built a scalable way to stay connected—with trust at the center of every interaction.
From hesitant first-time buyers to long-time partners, his clients now have something solid to stand on. That’s what happens when you lead with insight and show up with intention.
Ready to equip your clients with insights that lead to smarter decisions? Try Homebot today.
Join thousands of Loan Officers and Agents that love using Homebot.
Top Producer at Homeowners Financial Group
Join thousands of Loan Officers and Agents that love using Homebot.
Join thousands of Loan Officers and Agents that love using Homebot.
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