Guild Mortgage, one of the largest independent mortgage lenders in the U.S., recently announced a strategic partnership with Homebot. By aligning with the personalized financial dashboard, Guild will enable its loan officers to provide homeowners with ongoing insights into their individual financial picture as it relates to their home, according to a press release.
Guild’s loan officers will be able to offer customers relevant data, economic insights and market intelligence and stay connected with homeowners in a meaningful, personalized way long after the mortgage transaction has closed, the release states.
Homebot’s home digests and market reports provide monthly, easy-to-read, updated home financial advice. Homeowners receive free, regular insights, including their current home value, how their equity is building over time, refinancing opportunities, purchasing power for buying a new home or trading up to a new home, cash flow and short-term rental opportunities.
“We are always looking for opportunities to provide our customers with more information about what is likely the most important investment in their life and how it can contribute to long-term security,” said , Guild President and CEO Mary Ann McGarry said in the release. “Our partnership with Homebot will help our loan officers enhance their roles as trusted advisors by delivering invaluable insights that are important to each homeowner’s financial future. Creating deeper and more valued relationships is part of our focus on keeping customers for life.”
With Homebot’s marketing automation software, Guild loan officers can deliver highly-personalized home finance intelligence on a regular basis with ease. Homebot’s technology is designed to eliminate the manual labor associated with traditional email marketing, with no burden on the loan officer or their staff. The monthly digests are branded for each loan officer, helping homeowners and homebuyers make a stronger connection with their trusted mortgage professional on topics that help them save money and build equity through home ownership.
Guild Mortgage will provide the company’s more than 1,100 loan officers nationwide access to Homebot’s marketing automation software as part of its ongoing customer retention initiative. The Homebot “Lender Base” service will be available to Guild loan officers at no cost to them.
David Neylan, senior vice president of business development at Guild Mortgage, said that many of the company’s loan officers were already using Homebot with their customers and seeing great results in engaging homeowners about their current financial picture and future options.
“Our loan officers who are currently on this platform have had success engaging their customers and starting conversations with those who may be looking to refinance or make another purchase transaction,” Neylan said. “We listened to their feedback and are pleased to partner with Homebot to make their platform available to all of our loan officers.”
Homebot CEO Ernie Graham said partnering with Guild, which places an emphasis on both technology and exemplary customer service, was a natural fit.
“The relationship between the professional and homeowner doesn’t start and stop at the home purchase transaction,” he said. “Today’s consumers demand and deserve more – an advocate who will be with them before they purchase their first home and throughout the lifecycle of homeownership to help them make the best possible decisions with their investment. We are pleased to provide that platform to Guild’s loan officers across the United States and to be with them every step of the way to ensure that they find success with Homebot in their own business.”
A top-10 national lender by purchase loan volume, Guild specializes in developing unique pilot programs and niche products to help deliver the promise of home in every neighborhood and community it serves.