Helo Partners with Barrett Financial to Enhance Mortgage Wellness
Helo and Barrett Financial Group's Innovative Partnership
Helo Revolution, known for its fintech platform that empowers users to develop smarter financial habits through behavioral science and automation, has entered into a significant Affiliate Program Agreement with Barrett Financial Group, a top mortgage loan provider. This partnership is designed to provide Barrett's vast network of mortgage professionals with valuable access to Helo’s financial wellness offerings.
Access and Engagement for Loan Officers
With over 2,000 loan officers under Barrett’s banner, clients will now have the opportunity to utilize Helo's unique platform, which aims to enhance financial wellness beyond the mortgage closing process. This collaboration represents a win-win situation, enabling Barrett to tap into a new revenue stream and fostering deeper engagement with their clientele. The partnership has a vision for future expansion, pointing toward broader integration possibilities.
Enhancing Financial Stability Post-Mortgage
Set to launch publicly in the near future, Helo’s advanced platform offers automated features that support homebuyers long after securing their mortgages. These tools include automated loan payments, debt optimization strategies, cash flow management features, and tracking for long-term financial goals. Helo provides both free and premium subscription options, delivering a genuine solution for financial stability in today's rapidly changing economic environment.
An All-in-One Financial Solution
The essence of Helo lies in its comprehensive system designed to combine money management, investment tracking, and goal planning with a full-service banking suite. Its offerings include both checking and savings accounts, creating a platform that simplifies users’ financial lives while promoting wealth accumulation faster than traditional methods.
Transformative Impact on Homebuyers
According to Ariel Dangelo, the Founder of Helo, this collaboration represents an immense opportunity for both companies. "Buying a home is typically the most significant investment a person will make. Our goal is to not only facilitate the purchase of a home but also to help families maintain their financial health, expedite mortgage repayments, and confidently build long-term wealth. With the trusted guidance of Barrett’s loan officers, we can create substantial positive change for many families across the country,” he stated.
Innovative Marketing Strategies Ahead
The Affiliate Program Agreement outlines that both companies will work together on targeted marketing strategies, including personalized email campaigns, direct mail initiatives, and co-branded digital promotions. This concerted effort aims to boost the adoption of Helo's platform within Barrett’s existing customer base.
A Vision for Future Collaborations
Furthermore, Barrett and Helo have expressed interest in exploring potential Joint Venture opportunities, taking advantage of any volume milestones they collectively achieve, indicating a strong commitment to mutual growth.
Meeting a Growing Market Demand
This partnership is particularly timely as fintech adoption continues to rise and consumer demand for extended financial support after the purchase of a home escalates. Helo distinguishes itself through a unique behavioral-first approach, offering users an automated discipline solution that requires minimal oversight, thus encouraging sound financial behavior without the stress.
Long-Term Benefits for Clients
The synergistic marketing strategies and embedded trust established by Barrett’s advisors are expected to broaden Helo’s user base significantly. This partnership not only enhances Helo’s visibility but also equips Barrett to offer ongoing value to its clients well beyond the closing day of a mortgage.
About Helo
Helo is a modern financial platform aimed at assisting users in mastering their finances through innovative tools that harness cash flow automation, habit formation techniques, and customized planning. The fundamental belief guiding Helo is "people over profit," as it enables users to make informed decisions regarding spending, saving, debt management, and investing.
About Barrett Financial Group
Barrett Financial Group, known as one of the leading mortgage brokerages in the nation, provides personalized home loan solutions facilitated by a skilled network of loan officers. By comparing different lenders and loan programs, Barrett ensures clients receive optimal mortgage options, including FHA, VA, USDA, Jumbo, and Reverse Mortgages.
Frequently Asked Questions
What does the partnership between Helo and Barrett Financial involve?
The partnership enables Barrett’s loan officers to offer Helo’s financial wellness platform to their clients, enhancing mortgage services with post-closing financial support.
When does Helo's platform launch publicly?
Helo's advanced platform is expected to launch publicly in the last quarter of 2025, providing a suite of automated financial tools.
What types of tools does Helo offer?
Helo includes automated loan payment features, debt optimization plans, cash flow management, and long-term financial goal tracking, helping users manage their finances effectively.
How can Barrett Financial Group help clients?
Barrett offers tailored mortgage solutions through experienced loan officers, focusing on helping clients secure the best possible mortgage options while providing ongoing support.
What makes Helo different from traditional banking services?
Helo utilizes a behavioral-first approach, offering an automated discipline solution that encourages users to stay on track with their finances without unnecessary management.
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