Transforming Client Engagement: Homebot and Mutual of Omaha Partnership
Revolutionizing Client Relationships in the Home Financing Sector
New integration delivers personalized home wealth insights and expands referral networks for clients nationwide
Homebot, Inc., a key player in the market providing a unique client-for-life portal, has forged a strategic partnership with Mutual of Omaha Mortgage, a subsidiary of one of America's leading Fortune 500 companies. This collaboration aims to empower clients with personalized insights into their home wealth while simultaneously enhancing Mutual of Omaha Mortgage's referral network by leveraging Homebot's cutting-edge Partner Intel technology.
Personalized Insights for Enhanced Client Empowerment
Ernie Graham, CEO and co-founder of Homebot, expressed excitement about this partnership, stating that it represents a significant advancement towards enriching client relationships. The offerings combine Mutual of Omaha Mortgage's dedication to exceptional customer service with Homebot's innovative delivery of wealth-building insights. Together, they create a robust framework for fostering enduring client bonds that benefit all stakeholders.
Core Values of the Partnership
Grounded in integrity, innovation, and a customer-centric approach, Mutual of Omaha Mortgage provides a diverse selection of mortgage products including conventional, FHA, VA, USDA, jumbo, and reverse mortgages. With a reputation for outstanding customer service and flexible credit guidelines, the company is committed to serving clients across the nation while also supporting banks and credit unions through its Mortgage Services channel.
Essential Highlights of the Collaboration
The partnership boasts several key features that stand out:
- Total Expert Integration: Effortless delivery of personalized home wealth reports tailored for each funded loan.
- Partner Referral Technology: Advanced tools that enhance agent discovery and foster a broader referral network.
- Branded Client Experience: Monthly insights provided under the recognizable Mutual of Omaha Mortgage branding.
- Focus on Wealth-Building: Aiming to help clients maximize their home equity and investment potential.
Creating a Seamless Experience for Clients
The partnership is designed to integrate Homebot's intelligent client and prospecting portal directly with Total Expert. This ensures that personalized home wealth reports are delivered monthly, branded specifically for Mutual of Omaha Mortgage clients. Furthermore, the collaboration will harness Partner Intel to identify and engage with optimal referral partners, thereby expanding the reach to real estate professionals across the country.
Brian Surgener, EVP of Strategy at Mutual of Omaha Mortgage, highlighted the importance of this collaboration, noting that it allows for an even more tailored approach to client insights. Merging Homebot's technological advancements with their suite of mortgage products not only strengthens client relationships but also opens up new collaborative avenues within the real estate sector.
Empowering Homeowners through Knowledge
This partnership signifies a collective commitment to empowering homeowners during their wealth-building journey. As clients receive regular updates on home value, equity developments, and refinancing options, Mutual of Omaha Mortgage enhances its role as a reliable financial partner. The goal is to remain top-of-mind for clients considering refinances, home equity loans, or lending help to family and friends.
About Mutual of Omaha Mortgage
Mutual of Omaha Mortgage is the specialized mortgage arm of Mutual of Omaha Insurance Company, which has a storied history as a Fortune 500 mutual insurer. The lender stands out by offering a broad range of mortgage options, from conventional to government-backed and jumbo loans, as well as reverse and refinancing choices. With a commitment to outstanding customer experience and an intuitive mobile application, the company adeptly navigates the lending landscape while expanding its capabilities through strategic acquisitions, such as acquiring Keller Mortgage in 2023.
Their aim is to guide clients through each phase of wealth accumulation within the realm of homeownership, prioritizing personalized service and digital tools to streamline the application process.
About Homebot
Homebot was founded with the vision of creating a portal that maximizes both repeat and referral business for lenders. Established in 2015, Homebot empowers consumers to cultivate wealth through home ownership. The platform provides tailored, actionable intelligence throughout the homeownership journey. Each month, clients are informed of their home’s value, equity trends, and wealth-building opportunities. With an impressive average monthly engagement rate of 50%, Homebot allows lenders and agents to maintain their roles as trusted advisors in the decision-making processes concerning their clients' most significant asset – their home. Based in Denver, Colorado, Homebot continues to innovate and improve its offerings.
Contact Information
Kari Sandor is the primary contact for inquiries. For more details, you can reach out for further information and updates.
Frequently Asked Questions
What does the partnership between Homebot and Mutual of Omaha Mortgage entail?
The partnership aims to deliver personalized home wealth insights and enhances referral networks for clients.
What are some key features of this partnership?
It includes total expert integration, partner referral technology, branded client experience, and a focus on wealth-building.
How does this enhance client engagement?
The integration allows for seamless delivery of insights, strengthening relationships between lenders and clients.
What products does Mutual of Omaha Mortgage offer?
They offer a wide range of mortgage options, including conventional, FHA, VA, jumbo, reverse, and refinancing products.
When was Homebot founded?
Homebot was established in 2015, with a mission to help consumers build wealth through homeownership.
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