How Supreme Branch Manager Achieved an 86% Open Rate and Built Lasting Client Loyalty with Homebot

For over two decades, Trevor Frey has been committed to building strong, lasting client relationships in the mortgage industry. Now the producing branch manager at Supreme Lending's Antioch branch, Frey has experienced firsthand how the right tools make all the difference when it comes to managing your business effectively and providing clients with a unique and personalized experience. Frey needed a way to stay connected with clients in a meaningful way and he knew that the only way to accomplish that was to continue to provide them with valuable insights long after the first transaction. Frey explained, "A lot of times, people forget that it’s not what you want to see; it’s what the person you’re hoping to help wants to see. We’re here to serve others.” Homebot’s unique ability to provide truly personalized education to his clients, while gathering rich behavioral insights for him to act on made it the obvious solution.

Creating integrated client experiences

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As a strategic Branch Manager, Frey wanted to create an integrated client experience from first engagement, through closing, and thereafter. While the team at Supreme Lending uses CRMs and other programs for broader client communication,  Homebot not only complimented those programs, it was powerful by itself- driving the most engagement with his clients. Frey attributed these differences to value-based insights and data quality.

"If you were a client, do you want a recipe or do you want property-related data in real-time? It's the data the consumer wants."
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Beyond tooling, the team has also used Homebot to enhance existing closing processes. By introducing Homebot as part of the closing package, his team has been able to set the stage for future communication and connection. “We’ve made it part of our closing process—a really warm phone call to say thank you and introduce this one-of-a-kind report. It’s such a sweet gift ...”

Reliable even in a tough market

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For Frey, Homebot is more than just a platform; it’s a foundational element of his long-term strategy. Since integrating the Homeownership Intent Platform into his strategy, it's proven to be essential when it comes to maintaining a high level of engagement.

With an impressive 89% unique open rate and 41% click rate, his clients stay engaged, because it offers exactly what they want: real-time data about their homes. As Frey explains, “it's just such a valuable tool in that sense, because it allows them [Frey's clients] in real time to see what's going on with their home without having to jump to a third party site and it's provided by the loan officer. I don't know any other tool out there that offers that."

According to the Harvard Business Review, acquiring a customer costs 5-25x more than retaining an existing customer. For Frey, this principle has been key to his success in a tough market. By staying top-of-mind with his clients, he has built strong, lasting relationships that have translated into a highly profitable year, even in the face of industry challenges. Frey emphasizes the long-term value Homebot provides: “...if you're long term, then you know how important a database is. They say every person in your database is worth $2,000-3,000/year. So realistically over time, as this compounds, it's going to basically pay for itself in spades.”

Homebot’s unique focus on clients educational and financial needs resonates strongly with Frey’s commitment to his clients. With Homebot as a key part of his client engagement strategy, Frey continues to strengthen relationships, enhance his service offerings, and deliver ongoing value—ensuring he and his team stay ahead in an ever-competitive market.

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Schedule a 1:1 demo with our team today to see the platform in action and learn how Homebot can help you foster deeper relationships with your client database.