Homebot Now Integrated With Mortgage Coach Total Cost Analysis For Lenders Of All Sizes


The Homebot refinance experience helps homeowners explore various mortgage refinancing options. With the integration of the Mortgage Coach’s Total Cost Analysis (TCA), loan officers are able to add in-depth explanations of each loan option, tailoring refinancing scenarios and uncovering investment opportunities. purchase potential for each owner. Together, these solutions give homeowners a solid refinancing experience and facilitate meaningful engagement with their loan officer.

“We have already provided around 200 unique total cost analysis experiences through the integration,” said Gemma currier, SVP, Retail Operations at Guild Mortgage. “Since our former clients initiated the experience through Homebot, we have been able to quickly provide valuable advice and collaborate with clients instantly to select the best mortgage option for their needs. TCA and video communication functions have allowed us to provide this personalized experience that we seek with every connection, especially when meeting in person can be difficult in today’s market. ”

When lenders activate this new integration, their clients can proactively request an TCA from Homebot. The loan officer is immediately notified and the TCA is generated instantly, saving them valuable time. With this integration, lenders are able to quickly identify and convert customers who are ready for a transaction.

“Our team knows that prospects who receive a Mortgage Coach Total Cost Analysis engage faster,” said Chad Baker, regional director at Cross-country ski mortgage. “Homebot being able to instantly present a full and dynamic TCA presentation on my behalf, using the intelligence the platform already knows about every former customer, provides another benefit to my customer follow-up program. ”

“We are delighted with the value this integration brings to our lender clients and their clients,” said Ernie Graham, CEO of Homebot. “Together, Homebot and Mortgage Coach are helping lenders streamline their refi strategy while providing their clients with the knowledge and resources they need to build wealth through homeownership. ”

Homebot-Mortgage Coach integration is supported on Mortgage Coach Broker and Enterprise editions and is available now.

About Mortgage Coach
Mortgage Coach’s suite of online and mobile business applications enhances the conversation between borrower, mortgage professional and real estate agent, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, finance and real estate professionals deliver clearly illustrated mortgage options with detailed financial data, charts, video narration and live updates on any device, ensuring a informed choice of mortgage loan. Learn more about how to add the power of Mortgage Coach to your lending platform by visiting http://www.mortgagecoach.com or by contacting [email protected].

About Homebot
Founded in 2015, Homebot empowers millions of consumers to build wealth by accessing homeownership through an award-winning financial dashboard provided by their loan officer or real estate agent. This personalized dashboard provides homeowners and buyers with multiple financial scenarios for building wealth. Lenders and Realtors leverage Homebot to maximize repeat and referral business while building lifelong customer relationships. With an average monthly engagement rate of 50%, Homebot ensures that lenders and agents remain the trusted advisors consumers rely on to make informed decisions about the biggest asset they can own; their house. Homebot is based at Denver, Colorado.

Michael lynch
[email protected]

SOURCE Homebot, Inc.

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