“The visibility and connection that Homebot has provided has resulted in a lift in our purchase business, which has just been undeniable.” By educating and empowering clients, Synergy One builds stronger relationships and increases the likelihood of clients returning to them to buy, sell, refi, or leverage equity. Homebot’s highly personalized home finance information facilitates meaningful engagement between Synergy One Loan Officers and their clients. Honestly, unlike any ROI that I've seen in another tech stack that we currently offer.”
“The ROI for us on the Homebot investment has been off the charts. In their first quarter using Homebot, Synergy One Lending engaged more than 10,000 clients, drove over 300 conversations, and closed 268 transactions. The Homebot staff was phenomenal.” Results “I would say it's been one of the easiest and smoothest tech stack implementations that we've experienced so far.
Homebot was implemented for 117 Loan Officers in December of 2020 as a way to drive engagement and purchase business in an increasingly heavy seller’s market. “Homebot for us, provided a way for us to very inexpensively, but yet in a very personalized way, connect with our borrowers and clients in a way that they found a lot of value in.”Īfter a rigorous vetting process across the organization, Synergy One selected Homebot as their preferred client-for-life solution. And, of course, they evaluated vendors based on potential return on investment. They looked for an addition to their tech-stack that would guarantee adoption, provide value to both their Loan Officers and their clients. They discussed implementation processes and conducted compliance reviews. Synergy One considered the time and resources each solution would require. Innovation and excellence are core values at Synergy One, so it’s no surprise that they have a thorough due diligence process when evaluating technology partners. “When I think about the challenges that we were facing … it's client engagement and it's of course always trying to provide enough value that we can drive purchase business.” - Aaron Nemec, President Solutions Synergy One’s relationship-oriented approach and sharp focus on providing lifetime value to their borrowers led them to explore client-for-life solutions that would keep their conversations going long after the initial transaction. “We did a great job from inquiry through closing, but it's after closing - how do we stay connected? How do we stay engaged with our customers?” “It was about trying to provide enough data so that our clients would engage with us after closing,” remarked Synergy One President, Aaron Nemec. The Modern Mortgage Experience ™ engages borrowers throughout the transaction - Synergy One saw the opportunity to continue delivering a superior client experience post-transaction. With a young clientbase and stiff competition, Synergy One saw an immediate need to provide value after the transaction in order to secure their borrowers’ inevitable future business.
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