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Homebot is a technology platform focused on enhancing the connection between homeowners and their financial advisors, primarily loan officers and real estate agents. Its mission is to facilitate informed homeownership decisions, recognizing that a significant portion of an individual's wealth often comes from their home equity. The platform's main features include delivering personalized, actionable insights to clients to help them manage their home wealth effectively and staying engaged with their clients through regular updates.

Target Audience:

• Homeowners: Homebot provides a suite of features that deliver personalized home financial data, market insights, and tips to help homeowners manage and increase home equity. It offers tools for refinancing notifications, investment property calculations, and even facilities for renting out spaces via platforms like Airbnb.
• Loan Officers and Real Estate Agents: The platform is designed to help these professionals maintain and grow their business through repeated client engagement. Homebot automates client communications with monthly reports, personalized action items, and market data analysis to keep advisors informed and active in their clients' financial journeys.

Platform Features:

• Monthly Digests: Regular updates provide personalized home value assessments, equity tracking, and financial tips for saving money.
• Refinancing Options: Tools and calculators help homeowners evaluate potential refinance benefits and calculate long-term savings.
• Investment Tools: Homebot offers property and market analysis tools for informed real estate investment decisions.
• API and Integrations: The platform connects with other tech solutions like Zapier, Mortgage Coach, and BombBomb to streamline processes and enhance functionality.

Business Model & Pricing:

• Tiered Pricing Structure: Homebot's pricing is flexible, tailored for both real estate agents and loan officers, with options for individual and team subscriptions. It involves a monthly fee, with the option of adding co-sponsorships and additional features at discounted rates.
• Co-Sponsorship Model: Enables collaboration between agents and loan officers to share costs and benefits of Homebot subscriptions, promoting partnership-driven engagements.

Recent Initiatives:

• COVID-19 Response: During the pandemic, Homebot implemented a business continuity plan to support remote operations and enhance its features to meet evolving client and partner needs in a digitally transformed real estate market.
• Product Developments:
  • Partner Intel: A new feature to help loan officers better connect and collaborate with real estate agents using data-driven insights.
  • Consumer Savings Program: Partnership with Newzip to offer cash rewards to consumers, reducing transaction costs significantly during buying and selling.

Partnerships and Industry Impact:

• Homebot collaborates with financial institutions like credit unions to enhance member engagement and retention by offering educational home finance tools.
• The platform continues to expand its influence by forming strategic partnerships designed to leverage advanced technology for improved client conversion and engagement.

Company Mission: Homebot aims to transform the real estate market by empowering consumers and professionals alike with the data and tools needed to make informed decisions and build wealth through homeownership. The company's ongoing developments and partnerships reflect its commitment to fostering valuable client relationships and promoting financial education.

Homebot is driven by a commitment to providing tools that help manage the largest asset class in the world – home equity – and relies on technology to streamline and deepen the advisor-client relationship.