Priority9-10 Act now7-8 This week5-6 Monitor3-4 Low1-2 InfoReset
Territory Pulse
11Accounts
2Urgent
0Joiners
10Signals
0Hiring
🎯 #1RenoFi (Renovation Finance LLC): RenoFi raises $22M Series B, hires Brandon Silvia as EVP National Production Leader
⚡ #2Nationwide Mortgage Bankers: Nationwide Mortgage Bankers promotes Yasser Valdes Herrera to President of Americasa division, opens new 30k sq ft HQ in Melville
Your Week at a Glance
Altitude Financial (existing customer, 23% penetration, 37 uncaptured LOs) is an expansion opportunity — flag to CSM Christian Alexander that low adoption + 48 producing LOs = runway for net-new revenue.
RenoFi raised $22M Series B in March and hired Brandon Silvia as EVP National Production Leader (April 8) — growth capital + new sales leadership = 30-day relationship window, pitch Homebot as the engagement layer for their renovation financing platform.
Nationwide Mortgage Bankers promoted Yasser Valdes Herrera to President of Americasa (Spanish-language division, April 10) and just opened a new 30k sq ft national HQ in Melville with 100+ jobs on-site — momentum play, target the bilingual division and new HQ hires.
Planet Home Lending (hunting license account, 8% penetration, 134 uncaptured LOs) welcomed Michael Thayer to Tennessee (March 31) — new LO in tool decision window, has Total Expert already so pitch Homebot integration.
Longbridge Financial launched AI voice agents for reverse mortgage servicing (Feb 3) and hired Azita Guzzo as Head of Technology Innovation (July 2025) — tech-forward lender, frame Homebot as the client engagement complement to their AI servicing stack.
💡 Monday Morning Focus
Brandon Silvia (EVP National Production Leader at RenoFi) started April 8 — 7 days in, relationship window wide open. Pitch Homebot as the engagement layer for renovation clients between projects. RenoFi has 19 LOs, zero Homebot users, and just raised $22M Series B.
Nationwide Mortgage Bankers promoted Yasser Valdes Herrera to President of Americasa (Spanish-language division) on April 10. Target bilingual LOs with Homebot's Spanish Home Digest capability. Nationwide has 117 LOs with only 1% penetration — massive upside.
Planet Home Lending hired Michael Thayer (Tennessee LO, NMLS #173264) on March 31. He's 15 days into the role with 20+ years of experience — senior LO with a deep database. Lead with Total Expert integration. Planet is a hunting license account (8% penetration, 134 uncaptured LOs).
Altitude Financial (existing customer, CSM: Christian Alexander) has 23% penetration and is flagged as an expansion opportunity. 37 uncaptured LOs = net-new revenue. Flag to Christian: low adoption + growth trajectory = upstream expansion conversation fuel.
Longbridge Financial launched AI voice agents for reverse mortgage servicing (Feb 3) — tech-forward lender investing in automation. Use that as the credibility opener: 'You automate servicing with AI, we automate client engagement for LOs.' 89 LOs, 0% Homebot penetration.
RenoFi closed a $22M Series B funding round on March 3, 2026, and on April 8 appointed Brandon Silvia as Executive Vice President, National Production Leader to accelerate nationwide growth. This is a tech-enabled renovation financing platform with 19 producing LOs (100% uncaptured) and 8 active job openings (19% anticipated growth). Growth capital + new sales exec = expansion mode.
Your Move
Reach out to Brandon Silvia this week via LinkedIn — frame Homebot as the post-close engagement layer that keeps renovation clients warm for future projects and referrals. RenoFi has 19 LOs and zero Homebot users — $125/mo Starter plan per LO = $2,375/mo if you capture half the team. Silvia is 7 days into the role (hired April 8) — relationship window is wide open.
Homebot Angle
RenoFi's business model is repeat renovations (homeowners do multiple projects over time). Homebot keeps those clients engaged between projects with monthly home equity reports, driving repeat business without manual outreach. Integration-ready — RenoFi's tech stack isn't listed, so no displacement concerns. Position as the 'second piece of the puzzle' after their renovation financing closes.
On April 10, 2026, Nationwide Mortgage Bankers promoted Yasser Valdes Herrera to President of Americasa, their Spanish-language mortgage division. Separately, on March 31, 2026, they opened a new 30,000 sq ft national headquarters in Melville, NY, bringing 100+ jobs to the site with plans for additional hiring. Nationwide has 117 producing LOs with only 1% on Homebot (116 uncaptured). They use Total Expert as their CRM.
Your Move
Target the Americasa division under Herrera's new leadership — bilingual LOs are underserved by generic engagement tools. Pitch Homebot's Spanish-language Home Digest capability (if available, or flag as a feature request if not). Separately, the new Melville HQ + hiring surge creates a window to reach new LOs before they lock in tools. Use Total Expert integration as the trust anchor: 'Homebot plugs right into your Total Expert setup — no manual uploads, automatic client sync.'
Homebot Angle
Americasa's Spanish-language focus creates a niche positioning opportunity — homeownership education in clients' native language drives engagement and loyalty. The new HQ expansion signals growth investment — companies spending on real estate are spending on tools. With Total Expert already in place, Homebot is an 'and, not or' add-on that enhances their CRM without replacing it.
Account Details11 accounts
Renovation Finance LLC (RenoFi)
renofi.comProspect
P10
RenoFi is a fast-growing, venture-backed fintech (just raised $22M) with a new sales leader. This is the ideal timing to establish Homebot as the client engagement standard before they pick a competitor. 19 LOs + 19% hiring growth = small but scaling account with enterprise potential down the line.
RenoFi closed a $22M Series B funding round on March 3, 2026, positioning the AI-enabled renovation financing platform for growth. On April 8, they appointed Brandon Silvia as Executive Vice President, National Production Leader to accelerate nationwide expansion. The company has 19 producing LOs (100% uncaptured by Homebot) and 8 active job openings, signaling 19% anticipated growth.
Your Move
Reach out to Brandon Silvia via LinkedIn this week. He's 7 days into the role — relationship window is wide open. Frame Homebot as the engagement layer that keeps renovation clients warm between projects. With 19 LOs and zero Homebot users, even capturing 10 LOs at $125/mo Starter = $1,250/mo recurring revenue. Growth capital + new sales leadership = budget availability and decision-making authority.
Homebot Angle
RenoFi's business model depends on repeat renovations. Homebot keeps those clients engaged with monthly home equity reports, driving repeat business without manual outreach. Integration is straightforward (no tech stack conflicts listed), so position as plug-and-play. 'You help homeowners unlock equity for renovations — we keep them engaged so they come back for the next project.'
Nationwide Mortgage Bankers
nmbnow.com· IMBProspect
Total Expert
P9
Nationwide is a 117-LO IMB with massive Homebot upside (only 1 user today). The Americasa division promotion + new HQ opening create dual entry points — bilingual niche play and growth-driven standardization. Total Expert integration is the trust anchor.
On April 10, 2026, Nationwide Mortgage Bankers promoted Yasser Valdes Herrera to President of Americasa, its Spanish-language mortgage division. This signals investment in bilingual LO support and Hispanic market growth. Nationwide has 117 producing LOs with only 1% penetration (116 uncaptured).
Your Move
Target the Americasa division under Herrera's new leadership. Bilingual LOs often struggle with generic engagement tools that don't resonate with Spanish-speaking clients. Pitch Homebot's capability to deliver Home Digests in Spanish (verify with product team if this is available; if not, flag as a feature opportunity). Herrera is 5 days into the promotion — early relationship-building window.
Homebot Angle
Americasa's focus on Spanish-speaking borrowers creates a niche positioning angle: homeownership education in clients' native language drives trust and engagement. Homebot's monthly reports keep those clients top-of-mind for LOs, driving referrals within tight-knit Hispanic communities. With Total Expert already in place, frame as an integration: 'Homebot plugs into your Total Expert CRM — automatic sync, no manual work.'
On March 31, 2026, Nationwide Mortgage Bankers unveiled its new 30,000 sq ft national headquarters in Melville, NY, relocating from a smaller Huntington Quadrangle office. The move brings 100+ jobs to the site with plans for additional hiring. This is a physical expansion signal — companies investing in real estate are investing in growth.
Your Move
Use the new HQ as an opener for cold outreach to Nationwide LOs. 'Congrats on the new Melville HQ — exciting growth. Are you set on client engagement tools, or still evaluating?' The hiring surge creates a natural entry point: new LOs need tools from day one. With Total Expert as the CRM, pitch Homebot as the integration that 'makes your Total Expert investment work harder — adds the home intelligence layer without replacing what you have.'
Homebot Angle
New HQ + hiring = vendor evaluation window. Companies consolidating into larger offices often standardize tech stacks. Position Homebot as the engagement layer that unifies the client experience across all 117 LOs. With only 1% penetration today, there's massive upside — even 20% capture = 23 new seats at $225/mo Pro = $5,175/mo.
Pacific Residential Mortgage, Llc
gomortgage.com· IMBENT Customer
Total Expert
P9
The PacRes/Go merger and new CEO appointment signal major change. With only 18 producing LOs at 6% penetration, this account is undersaturated and at risk. The leadership transition is a critical opportunity to expand or a red flag for churn.
SF ChampionSF Decision MakerChampion in Customer CompanyDecision Maker in Customer CompanyMain POC in Customer Company
Kirsten Cassidy was a Champion & Decision Maker at PacRes Mortgage (Homebot customer). They know the product. Now in Director of Marketing at Go Mortgage. Lead with familiarity: "Hey Kirsten, I know you used Homebot at PacRes Mortgage — would love to show you what's new since then."
PacRes (Portland, OR) merged with Go Mortgage (Columbus, OH) in January 2025, with Go as the surviving entity. PacRes co-founder Melissa Stashin became President of the combined company. The merger united 63 PacRes LOs with 92 Go LOs, creating a national footprint across 45 states.
Your Move
URGENT: Confirm with CSM Connor Parsons whether PacRes LOs have been migrated to Homebot under the Go Mortgage entity. If not, this is a major churn risk. Schedule immediate call with new President Melissa Stashin to ensure continuity and explore expansion.
Homebot Angle
Mergers create platform churn risk. PacRes LOs may lose access to Homebot unless proactively migrated. Position Homebot as essential infrastructure for the combined Go/PacRes entity to retain clients and unify engagement.
Go Mortgage appointed Jay Promisco, former president of Sierra Pacific Mortgage, as CEO in January 2026. Promisco is focused on boosting growth of the retail channel and is a strong advocate for AI-driven efficiency in mortgage origination.
Your Move
Flag to Enterprise AE: New CEO Jay Promisco is a retail channel veteran and AI advocate. Schedule intro call to position Homebot as the AI-powered client engagement platform that aligns with his vision for efficient, tech-forward lending.
Homebot Angle
Promisco's focus on AI and retail growth creates a perfect opening. Homebot's automated client intelligence and engagement tools fit his efficiency mandate. Position as a must-have for retail channel expansion.
Altitude Financial Corporation
altitudehomeloans.com· IMBENT Customer
P8
Existing customer (CSM: Christian Alexander) with 23% penetration (11/48 LOs on Homebot). This is flagged as an expansion opportunity — 37 uncaptured LOs = net-new revenue potential. No new joiners or news this week, but the low penetration + CSM ownership means this is a flag-to-Christian play: 'Each new LO capture = incremental revenue, fuels the expansion conversation upstream.'
Planet Home Lending, LLC
planethomelending.com· IMBProspect
Total Expert
P8
Planet Home Lending is a hunting license account (owned by Sam Bakeris, but SMB AE can work LO-level) with 8% penetration. Michael Thayer is a warm lead — new hire, experienced LO, Total Expert user. This is a classic LO-level prospecting opportunity with a tech stack synergy angle.
🔑 They Know Us2▸
Candice McNaught·SVP of Business Development and Strategic InitiativesCRLinkedIn
Previously at: Supreme Lending (Homebot customer)
SF Champion
Candice McNaught was a Champion at Supreme Lending (Homebot customer). They know the product. Now in SVP of Business Development and Strategic Initiatives at Planet Home Lending, LLC. Lead with familiarity: "Hey Candice, I know you used Homebot at Supreme Lending — would love to show you what's new since then."
Previously at: First Texas Homes (Homebot customer)
SF Champion
Nickolas Blair was a Champion at First Texas Homes (Homebot customer). They know the product. Now in Senior Marketing Manager, Technology Implementations at Planet Home Lending, LLC. Lead with familiarity: "Hey Nickolas, I know you used Homebot at First Texas Homes — would love to show you what's new since then."
On March 31, 2026, Planet Home Lending announced the addition of Michael Thayer (NMLS #173264) as a Mortgage Loan Officer in Tennessee. Thayer has over two decades of industry experience. Planet Home Lending has 145 producing LOs with 8% penetration (134 uncaptured) and uses Total Expert as their CRM.
Your Move
Reach out to Michael Thayer this week via LinkedIn or phone. He's 15 days into his new role — still in the 30-day tool decision window. Lead with Total Expert integration: 'Homebot connects directly to your Total Expert setup — no manual uploads, your clients get personalized home equity reports automatically.' With 20+ years of experience, he likely has a robust database — pitch the Unlimited plan at $300/mo if he has 500+ clients.
Homebot Angle
Thayer is a senior LO with 2 decades of experience — he has a deep database. Homebot is the engagement tool that keeps those past clients warm without manual effort. 86% of engaged Homebot clients transact with their LO. With Total Expert already in place at Planet, the integration story is seamless: 'And, not or — Total Expert handles your contact management, Homebot adds the home intelligence layer.'
Atlantic Coast Mortgage, Llc
atlanticcoastmortgage.com· IMBENT Customer
Encompass
P8
With the Tidewater acquisition, ACM now has 23 branches and significant momentum. At 132% account penetration, they're overperforming—opportunity to convert high usage into case studies or referrals.
SF Decision MakerDecision Maker in Customer Company
Nick Gallagher was a Decision Maker at Lower (Homebot customer). They know the product. Now in Executive Vice President at Atlantic Coast Mortgage. Lead with familiarity: "Hey Nick, I know you used Homebot at Lower — would love to show you what's new since then."
Heather Mitchell was a Decision Maker at Edge Advisors (Homebot customer). They know the product. Now in SVP Growth & Market Expansion at Atlantic Coast Mortgage. Lead with familiarity: "Hey Heather, I know you used Homebot at Edge Advisors — would love to show you what's new since then."
Atlantic Coast (Fairfax, VA) acquired Tidewater Mortgage Services in November 2025, adding approximately 45 loan officers and support staff. The deal expanded ACM's reach in the Mid-Atlantic and Southeast regions and was expected to be immediately accretive in 2026.
Your Move
Confirm with CSM Connor Parsons whether Tidewater LOs have been onboarded to Homebot. If not, this is a prime upsell opportunity—45 new LOs need client engagement tools. Schedule a call with President Jon Coy to discuss enterprise pricing for the combined entity.
Homebot Angle
Post-merger integrations create technology consolidation opportunities. New LOs from Tidewater need a unified client engagement platform. Position Homebot as the retention solution to prevent client attrition during the transition.
Longbridge Financial, LLC
longbridge-financial.com· IMBProspect
P7
Longbridge is a tech-forward reverse mortgage lender with 89 LOs and zero Homebot penetration. The AI voice agent launch proves they invest in automation. Use that as the door-opener to pitch Homebot as the engagement automation tool for LOs.
On February 3, 2026, Longbridge Financial launched AI-powered voice agents to handle routine reverse mortgage servicing tasks, allowing staff to focus on complex borrower needs. This signals tech-forward investment in automation and customer experience. Longbridge has 89 producing LOs (0% Homebot penetration).
Your Move
Use the AI voice agent launch as a credibility-building opener. 'I saw Longbridge just launched AI voice agents for servicing — clearly you're investing in tech that improves client experience. Homebot does the same for the origination side: personalized home equity reports that keep clients engaged without manual work.' Target LOs individually with the Starter plan ($125/mo) or pitch a branch manager on rolling it out to their team.
Homebot Angle
Longbridge is automating servicing; Homebot automates client engagement. They're already comfortable with tech-driven solutions, so frame Homebot as the origination-side complement. Reverse mortgage clients are typically older homeowners who value education — Homebot's monthly reports deliver that in a digestible format. With 89 LOs and no Homebot users, this is greenfield territory.
Waterstone Mortgage Corporation
waterstonemortgage.com· IMBENT Customer
P7
Waterstone posted third consecutive quarter of profitability and is actively recruiting new originators for 2026. With 135 producing LOs at 30% penetration, there's significant whitespace to expand Homebot adoption.
Waterstone promoted Casey Seefeldt to VP of Capital Markets, Melissa Wagner to VP of Human Resources, Scott Howard to Director of Information Security, and Zach McCarthy to Director of Financial Planning and Analysis. The promotions strengthen leadership across core departments.
Your Move
Reach out to the newly promoted VPs (Seefeldt and Wagner) to congratulate them and explore opportunities to support their teams with Homebot as they scale. These are enterprise-level contacts—flag to Enterprise AE.
Homebot Angle
Leadership transitions create budget opportunities. New VPs in Capital Markets and HR may be evaluating tools to support LO retention and client engagement. Homebot positions perfectly as a client-for-life platform during organizational growth.
Residential Wholesale Mortgage, Inc.
rwmloans.com· IMBENT Customer
Total Expert
P6
Existing customer (CSM: Laura Powers) with 82% penetration (60/73 LOs on Homebot). This is a high-adoption account — only 13 uncaptured LOs remain. No new joiners or news this week, but the strong penetration + Total Expert integration means this is a retention + upsell play (Premium features, co-sponsor expansion) rather than new-seat acquisition.
Nova Financial & Investment Corporation
novahomeloans.com· IMBENT Customer
P6
Existing customer (CSM: Megan Griesser) with 66% penetration (82/125 LOs on Homebot). Nova just switched to Jungo CRM in Q1 2025 and Meg is working on integration. No new joiners or news this week. The 43 uncaptured LOs + 14 active job openings (8% anticipated growth) create moderate expansion upside, but CRM migration is the priority focus — ensure integration stability before pushing new seats.
Homeowners Financial Group Usa, Llc
homeownersfg.com· IMBENT Customer
P6
HFG has 102 producing LOs at 110% penetration, indicating strong engagement. The 17 Scotsman Guide honorees are likely power users—great candidates for testimonials or case studies.
Homeowners Financial Group announced that 17 of its Licensed Mortgage Professionals were recognized on the Scotsman Guide Top Originators list for 2026, reflecting dedication and performance.
Your Move
Reach out to CSM Abby Bogart to get names of the 17 top performers. Send personalized congratulations from Homebot and offer premium features or success story opportunities. Use this as a retention touchpoint.
Homebot Angle
Top performers are retention risks—competitors will recruit them. Position Homebot as a differentiator that empowers top LOs with best-in-class client engagement tools, making them stickier to HFG.