Lenders using both Homebot and Mortgage Coach can now integrate these solutions to streamline their refinance strategy.
Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership, has now completed an integration with Mortgage Coach, an enterprise platform designed to improve mortgage borrower understanding of available loan options, helping more borrowers build wealth through homeownership.
The Homebot refinance experience helps homeowners explore various refinance mortgage options. With the integration of the Mortgage Coach Total Cost Analysis (TCA), loan officers are able to add detailed explanations of each loan option, tailoring the refinance scenarios and uncovering potential purchase opportunities for each homeowner. Together, these solutions offer homeowners a robust refinance experience and facilitate meaningful engagement with their loan officer.
“We have already provided approximately 200 unique Total Cost Analysis experiences through the integration,” said Gemma Currier, SVP, Retail Sales Operations at Guild Mortgage. “Since our past customers are initiating the experience through Homebot, we’ve been able to provide valuable advice quickly and collaborate with customers instantly to select the best home loan option for their needs. The TCA and video communication functions have enabled us to provide that personalized experience we strive for with every connection, especially when meeting in person can be challenging in today’s market.”
Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
