How This Originator Capitolizes on Providing a Safe Search Experience for Her Clients

Lisa Wells, a mortgage originator in Minnetonka, Minnesota, has spent over 25 years helping homeowners navigate the complexities of mortgage financing. Lisa takes a hands-on approach to guiding her clients through  every stage of the loan process and she needed a way to continue that relationship long after the first transaction. 

Lisa knew early that if she didn’t provide an engaging and thoughtful experience for her clients, they might turn to competitors.

“I want them using our systems – not Zillow, Realtor.com, or Redfin – because that opens the door for someone else to poach them.”
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Lisa needed a way to keep her clients engaged with real-time home finance insights —protecting her database from competitors and ensuring they turn to her first for their home finance needs. And she needed a way to do it at scale.

The Strategy: Keeping Clients Engaged & Maximizing Home Search

In today’s market, an engaging home search experience is essential.. “Real estate entertainment” is everywhere, capturing buyers’ attention across so many platforms. Lisa told us that she knows if she doesn’t provide her clients with a trusted and enjoyable home search experience, they’ll look elsewhere—likely falling into the hands of competitors.

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To combat this, Lisa integrates Homebot Home Search into her business strategy. Instead of relying solely on agent-driven searches, Lisa ensures every pre-approved buyer in her pipeline is set up with Homebot Home Search. The in-app search experience simplifies the complexities of house hunting, allows her buyers to browse listings while staying informed, and keeps them connected with her throughout the process.

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This strategy expands purchase opportunities by separating casual searching (e.g. doom scrolling) with intentful searches, ultimately moving her clients deeper into the home purchase funnel. Plus, it strengthens her agent relationships. By monitoring  buyer activity in Homebot, Lisa can alert agents when a buyer is showing signals of intent with specific properties —giving them critical insights into their clients’ interests. Lisa explains, “When I see a client favoriting homes in Homebot, I can immediately call the agent and say, ‘Hey, did you see this? Are you reaching out?’ It’s an extra touchpoint and a huge value-add for my agents.”

The Impact: Increased Engagement & Business Growth

With a 37% click rate and over 700 highly engaged clients, it's no surprise that Lisa and her team are generating more targeted conversations and getting to the root of her clients needs faster. Her key tactic: making Homebot a cornerstone of her clients homeownership journey from the start. From the point of pre-qualification, all the way through home ownership, Lisa takes a hands-on approach to educating her clients on the competitive edge Homebot will provide for them. 

"I think that’s one of the reasons our engagement is so high—we’re setting it up that this is an important tool that can help them monitor a financial asset, along with our advice and talking to them about it." 

By setting up a trusted education hub for her clients, Lisa delivers home finance insights and a trusted advisor for her clients. Matter of fact, in the last 30 days alone Homebot has generated 4 conversations. Within the Homebot Network Lisa's clients are able to communicate directly with Lisa and the agent they trust, all within Homebot. As she states, “we’re giving them the answers before they even knew it was a question.” 

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Lisa has generated increased deal flow for both her team and the real estate agents she works with. Lisa sponsors 19 agents on Homebot and ensures that they maximize engagement by monitoring activity alerts. By working strategically with her agents, Lisa reaches an additional 6,209 clients every month. 

Final Takeaway:

Lisa has successfully built a self-sustaining ecosystem—keeping her clients out of competitors’ funnels, strengthening her real estate partnerships, and creating a steady stream of new business opportunities.

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By incorporating Homebot into her core business processes and strategy, Lisa is able to stay deeply connected with past clients and sustain business growth. 

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For Lisa, Homebot is more than just a client retention tool—it’s a revenue orchestration platform. By keeping her database protected, offering personalized search capabilities, and reinforcing strong agent partnerships, Lisa ensures that her clients stay engaged, her agents stay informed, and her business stays ahead.

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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.