Guild Mortgage has licensed Homebot, a personalized financial dashboard that enables loan officers to provide borrowers with a better understanding of their home finances.

[caption id="attachment_8828" align="alignright" width="291"] Guild employed the technology, so loan officers could serve as 'trusted advisors.'[/caption]

The technology enables loan officers 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.

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 and how their equity is building over time. Also, it covers 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 Mary Ann McGarry, president and CEO of Guild. “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, loan officers can deliver personalized home finance intelligence on a regular basis with ease. The technology takes care of the manual labor associated with traditional email marketing, with no burden on the loan officer or their staff. 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.

“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,” said David Neylan, senior vice president of business development at Guild. “We listened to their feedback and are pleased to partner with Homebot to make their platform available to all of our loan officers.”

The aim was to support Guild’s focus on technology and customer service, that would make the borrower’s experience more straightforward.

“The relationship between the professional and homeowner doesn’t start and stop at the home purchase transaction,” said Ernie Graham, CEO of Homebot. “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.”

The technology enables loan officers to offer customers relevant data, economic insights and market intelligence as well as stay connected with homeowners in a meaningful, personalized way long after the mortgage transaction has closed.

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 and how their equity is building over time. Also, it covers 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 Mary Ann McGarry, president and CEO of Guild. “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, loan officers can deliver personalized home finance intelligence on a regular basis with ease. The technology takes care of the manual labor associated with traditional email marketing, with no burden on the loan officer or their staff. 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.

“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,” said David Neylan, senior vice president of business development at Guild. “We listened to their feedback and are pleased to partner with Homebot to make their platform available to all of our loan officers.”

The aim was to support Guild’s focus on technology and customer service, that would make the borrower’s experience more straightforward.

“The relationship between the professional and homeowner doesn’t start and stop at the home purchase transaction,” said Ernie Graham, CEO of Homebot. “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.”