Homebot

Homebot Homebot empowers millions of consumers to build wealth through homeownership with an award-winning fi

10/16/2026

Call your borrower's financial advisor. Ask which loan option they'd pick.

Wally Elibiary, CEO of 24-7 Mindset, on a move almost no loan officer makes:

"I'm gonna reach out to Patty Sue, your financial advisor, introduce myself, let them know I'm handling the mortgage for you. Here are the three options your client picked from. Which one do you feel we should go with?"

Why it works:
→ You meet the advisor as a peer, not a vendor asking for referrals
→ The advisor gets consulted instead of bypassed
→ Your client sees two professionals coordinating for them
→ You're now in a network that sends business back

Watch the full playbook 👉 https://bit.ly/3URtBAU

Your database is full of opportunities. You just need to know where to look.Next Thursday, October 22nd, join our host E...
10/15/2026

Your database is full of opportunities. You just need to know where to look.

Next Thursday, October 22nd, join our host Erica McGarvey for a live walkthrough of the Activity Feed and Opportunity Lists, the two tools that show you which clients are ready to take action.

You'll also walk away with ready-to-use outreach scripts. All Homebot customers are welcome.

Pick your time slot and save your spot 👉 https://bit.ly/4ydxnmn

10/14/2026

An open rate that beats most people's text messages, on a report clients actually want.

Kelly Zitlow on why Homebot works as a retention tool:

"It helps clients keep engaged long after the home purchase by giving them the ability to monitor their home values, as well as explore a whole bunch of different things going on with their house and potential financing."

Why it holds up:
→ It's their home and their equity, not market commentary
→ Every month it arrives with your name and photo on it
→ When something changes, they're already looking

75% average open rate against 20 to 30% for generic email campaigns.

Learn more 👉 https://bit.ly/4xqUvxX

Somebody in your database spent last night looking at houses. They haven't called you.On November 3, Wally Elibiary is g...
10/13/2026

Somebody in your database spent last night looking at houses. They haven't called you.

On November 3, Wally Elibiary is going live for Part 2 of the masterclass, on finding the deals hiding inside listings and the clients already circling them.

Walk away knowing how to:
→ Pull seller concessions out of listing remarks
→ Surface homes with assumable mortgages
→ Spot sellers sitting on price drops and long days on market
→ Read what a client asks HomebotAI as a reason to call them

A filter tells you a house is worth a look. A client's question tells you who's worth a call.

Sign up for the rest of the series here 👉 https://bit.ly/4ibfq2F

10/12/2026

Rates are up… and yet, top producers are crushing it.

Why? They're using strategies most agents and loan officers aren't.

On Oct 20th, Rueth of Rueth Team at Mortgage shares the five plays keeping her on-the-fence buyers moving in this market.

Plus how to use a slower market to get the concession actually agreed to.

Tuesday, October 20, 11 AM MT / 1 PM ET.

Save my seat 👉 https://bit.ly/4ArRlMi

10/12/2026

Brokering on your own means nobody's coming to help when the tech breaks.

Sam Mahshi at Preferred Mortgage, a broker in the East Bay, came back to Homebot for the automation and stayed for something else:

"I am out here on my own on an island by myself. And when you're with Homebot, you're not."

What he was looking for:
→ Set it and forget it, so staying in touch doesn't need a reminder
→ A reason for past clients to keep hearing from him
→ Something worth handing to his realtor partners

"I'm not a tech savvy person. The customer service that you get, and training, is unequivocal."

Learn more 👉 https://bit.ly/45Wg2m5

Rates moved and your buyer went quiet. The deal isn't dead, it just needs restructuring.Nicole Rueth of The Rueth Team a...
10/09/2026

Rates moved and your buyer went quiet. The deal isn't dead, it just needs restructuring.

Nicole Rueth of The Rueth Team at CrossCountry Mortgage joins Erica McGarvey at Homebot for 60 minutes on the plays that keep a stalled buyer moving.

Five financing plays:
→ Buydowns, seller-paid and buyer-paid, plus the break-even math
→ ARMs, who they serve and who they hurt long term
→ Financing for buyers who don't fit the box
→ Assumable mortgages, how to spot a candidate
→ Equity plays for move-up buyers who haven't sold yet

Tuesday, October 20, 11 AM MT / 1 PM ET. Can't make it live? Register anyway for the replay.

Save my seat 👉 https://bit.ly/4rs5lBt

10/09/2026

The best time to call a client about their next move is before they've decided to make one.

Jeff Rickard at Universal Lending Home Loans has figured out exactly when that moment is. Watch the full clip to hear how he turns it into a purchase.

What's happening between the lines:

→ Home search activity is often the first sign a client is thinking about a move
→ Only you can see that activity, so the first call comes from the person they already trust
→ Reaching out on their timeline makes the call feel like help instead of a pitch
→ Real answers to real questions are what turn browsing into buying

Learn more about Jeff's story 👉 https://bit.ly/4xJb5Jo

Only 12% of buyers trust a housing professional not to take advantage of them. A nonprofit vouching for you changes that...
10/08/2026

Only 12% of buyers trust a housing professional not to take advantage of them. A nonprofit vouching for you changes that math.

Homebot has joined FirstHome IQ, the housing industry's 501(c)(3) nonprofit, as a corporate partner. One set of resources for the same client, before the purchase and after it.

What that gives you:
→ Free consumer courses, calculators, and a step-by-step homeownership plan
→ Training, scripts, and presentation libraries for teaching in your market
→ A third party that vouches for you
→ Monthly home wealth insight after closing, with your name on every one

Homebot customers get a discounted rate on the FirstHome IQ ambassador program, and ambassadors get a partner rate on Homebot.

Read the press release: 👉 https://bit.ly/3TABF8G

10/08/2026

Sending homeowners a birthday card won’t secure your next listing with them.

What actually keeps you top of mind:
→ Consistent, predictable value every month
→ Data rich enough that people open it because it's interesting
→ Their home equity, delivered with your name on it

Consistency beats occasion. Join Ernie Graham of Homebot, Peter Maglathlin of Sierra Interactive, and Berkshire Hathaway broker Eddie Scruggs on demand to learn why.

Watch on demand 👉 https://bit.ly/4i1xRr3

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