Real Estate Agents and Mortgage Lenders are losing the consumer engagement war to Portals because their existing client-nurturing tools are based on drip marketing and commoditized content that deliver marginal results.
Homebot is dynamic financial dashboard for the home that drives over 50% monthly engagement that delivers more repeat and referral business by empowering consumers to build wealth with the largest asset they will ever own.
- Participation Pool: limited to three (3) qualified Participants
- Term: 60 days
- Sign up by: September 30th, 2017
Audience and General Uses Cases
Real Estate Brokerages with an affiliated or in-house Mortgage lending line-of-business
- Stay top of mind between transactions by providing clients with a wealth advisory and planning platform that provides dynamic financial recommendations based on market conditions and the equity value of the home
- Unlimited customer accounts (agents and/or loan officers). Each account provides unlimited co-branded Homebot client portals that drive new repeat and referral business.
- Two (2) Webex 1-hour training sessions
- Automated branded email intro and monthly notification to all clients.
- Minimum of twenty (20) agents and/or loan officers
- Real estate professionals must engage at least one loan officer to implement Homebot.
- Provide feedback and reporting on new transactions and deals resulting from Homebot Pricing: $200/mo and $200 one-time setup per 1000 database clients can we make this free for the pilot
- Provide one “csv” import file each for clients and agents/loan officers.