Ep #111: How Homebot drives Repeat and Referral Business by Helping Your Clients Build Wealth

This episode is a Facebook Live panel exploring how Homebot — a monthly AI-powered financial digest emailed to past clients — generates repeat and referral business for loan officers. Jared Hamilton shares two years of real-world use with a 2,000-household database, and Todd Bookspan adds coaching observations on engagement rates and best practices. Best for LOs who have a sizable past-client database but lack a systematic way to stay in front of it.

Takeaways you can run this week

• Sign up at homebot.ai, export your closed-loan database (name, property address, email), and load it in — Homebot pulls public record data and sends monthly digests on your behalf with no ongoing effort required.
• When clients open a digest and click an engagement button (refi inquiry, trade-up, mortgage insurance removal), call them within 24 hours using this opener: 'Hey [name], just checking in — saw you were looking at your home equity numbers, wanted to make sure you had the full picture.'
• Add a Homebot review to your annual mortgage review script: ask 'Have you been seeing those monthly home-value emails?' — use it as the bridge into an equity/refi/move-up conversation backed by current data.
• Host an in-office group presentation for 8–12 real estate agents to introduce Homebot co-branding: position it as replacing the pumpkin-pie recipe email with intelligent monthly financial data delivered to their entire client list, with their name on it.
• Use Homebot's non-opener list as a call list: contact clients who haven't opened a single digest to confirm deliverability and re-engage — it's a warm reason to call without pitching anything.
• When co-branding with an agent, monitor for 'verify the value' requests (clients asking for a CMA) — use each one as a three-way touchpoint: call the agent, offer to reconnect them with the client, and position yourself as the financial half of the team.

The playbook

1. 1. Create your Homebot account at homebot.ai.
2. 2. Export your closed-loan database: owner name, property address, email.
3. 3. Upload the list — Homebot auto-populates property data from public record.
4. 4. Send an intro email to your database letting them know they'll receive a free monthly home financial digest from you.
5. 5. Each month, review your Homebot dashboard: sort by who clicked engagement buttons (refi, trade-up, rental, mortgage insurance removal) and call those clients first.
6. 6. Second priority: call non-openers to confirm receipt and re-engage.
7. 7. Invite agent partners to co-brand — they load their client list, their name appears alongside yours, and any financial questions route to you.
8. 8. Integrate Homebot data into annual mortgage reviews as the home-value conversation starter.

Worth quoting

“One of our mortgage marketing pro members gets an additional two to three deals a month that she wouldn't otherwise get because of Homebot.”

“If you can close one deal in the first 30 days it pays for Homebot for 20 years.”

Best for

LOs with 100+ past clients in their database who are currently doing nothing systematic to stay in front of them between closings.