Your Week at a Glance
Barrett Financial has 7 new LOs in March — all in their 30-day tool decision window, including
Luke Walker (Director, Live Stream Consumer Direct) who came from Hoot where he built their first mortgage livestreaming division.
CrossCountry added 3 new LOs in March including
Richard Palmer (Loan Partner) who was a Branch Manager at Mercer County State Bank — team pricing approved, flag to CSM Mike Zanatta for expansion conversation.
loanDepot is integrating Figure's 5-minute loan underwriting engine into their mello platform per April 10 news — signal operational modernization, CSM Connor Parsons should tie Homebot to their digital push.
AmeriSave posted 38 LO job openings with 7% anticipated growth — teams deals allowed per Grant, no CSM yet so pure prospecting opportunity.
Freedom Mortgage just acquired Seneca Mortgage Servicing (March 16) and is integrating their MSR portfolio — 90-day vendor reset window, 409 LOs available for capture, teams deals allowed.
💡 Monday Morning Focus
Barrett Financial has 7 new LOs in March (all in 30-day tool window) — lead with
Luke Walker (Director, Live Stream Consumer Direct, built Hoot's mortgage livestreaming division). Barrett has preferred pricing: $125 Starter or $205 Pro with unlimited contacts.
loanDepot is integrating Figure's 5-minute loan AI into mello platform (April 10 news) — loop CSM Connor Parsons immediately. Position Homebot as the retention layer to their origination speed play. 1,284 LOs available for capture at 8% penetration.
Freedom Mortgage acquired Seneca Mortgage Servicing (March 16) — 90-day vendor reset window. 409 LOs available for capture, teams deals allowed. Pitch: 'As you integrate Seneca, Homebot gives your combined servicing team a unified client engagement layer.'
CrossCountry added 3 new LOs in March including
Richard Palmer (Loan Partner, former Branch Manager) — flag to CSM Mike Zanatta for expansion conversation. 10% penetration, 2,236 LOs available, teams deals allowed.
PRMG has 253 LO job openings + 33% anticipated growth (biggest hiring surge in the digest) — teams deals allowed, 3% penetration. Pure prospecting gold mine when those new LOs start. Contact
Kasia Stephenson (Chief Digital Marketing Officer, was Decision Maker at Sierra Pacific Mortgage Homebot customer) for warm intro.
New American Funding launched One Goal Mortgage branch in Omaha/Iowa (April 10) + added 3 new LOs in March — flag to CSM Megan Griesser. 11% penetration, 1,347 LOs available, NAF preferred pricing is $95 Starter/$185 Pro.
🚨 Urgent This Week3 alerts
⚡ ACT THIS WEEK · loanDepot
Per April 10, 2026 news, loanDepot is integrating Figure's proprietary credit and loan underwriting engine directly into their mello technology platform and point of sale. This signals major operational modernization and a digital-first push — exactly the environment where Homebot's automated client engagement layer becomes strategic.
Your Move
Loop CSM Connor Parsons immediately. Frame Homebot as the retention counterpart to their origination speed play: 'You're making it faster to close loans — Homebot makes sure those clients stay engaged post-close for repeat business.' Position as part of the digital modernization story, not a legacy retention tool.
Homebot Angle
loanDepot has 1,284 LOs available for capture at 8% penetration — this is a massive expansion opportunity. The Figure integration shows they're investing in tech that improves LO productivity. Homebot fits that narrative: automated engagement that lets LOs focus on origination while Homebot handles retention.
⚡ ACT THIS WEEK · Freedom Mortgage Corporation
Freedom Superior LLC (Freedom's indirect parent) executed definitive agreement to acquire Seneca Mortgage Servicing LLC and related entities from EJF Capital LP. They're integrating Seneca's MSR portfolio into Freedom's servicing operations — classic 90-day vendor reset window.
Your Move
Target the integration team with a servicing retention angle. 409 producing LOs available for capture, teams deals allowed per Grant. Pitch: 'As you integrate Seneca's operations, Homebot gives your combined servicing team a unified client engagement layer — keep borrowers engaged post-close, drive retention and cross-sell.' Frame as infrastructure for the merged entity.
Homebot Angle
M&A creates tech stack rationalization. Acquiring companies standardize tools across the combined entity. Position Homebot as the engagement platform that works regardless of which legacy servicing systems they're consolidating. Also, 36 LO job openings + 4% anticipated growth = hiring into the integration — new LOs need tools day one.
⚡ ACT THIS WEEK · New American Funding
NAF announced the addition of One Goal Mortgage Powered by New American Funding, a new branch serving the Omaha metro area and Southwest Iowa. This is a Midwest expansion play — new branch = new LOs setting up operations who need tools immediately.
Your Move
Flag to CSM Megan Griesser for One Goal Mortgage LO outreach. Also target the 3 new March joiners (
Robert Alfano,
Adam Gutermuth,
Nicholas Varga) — still in their 30-day tool window. NAF has 1,347 LOs available for capture at 11% penetration, this is expansion territory.
Homebot Angle
New branch LOs are starting fresh — no legacy tool commitments. Homebot's 15-minute setup and NAF's preferred pricing ($95 Starter, $185 Pro, includes 1 REA co-spo) makes this an easy day-one add. Frame as 'the engagement tool NAF LOs use to build their database from scratch.'
Account Details16 accounts
Barrett added 7 new LOs in March (9% penetration, 807 LOs available for capture) — all in their 30-day tool window. Teams deals allowed, preferred pricing gives them $125 Starter or $205 Pro vs. standard $225 = discount already baked in. Two 'Director, Live Stream Consumer Direct' hires (Luke Walker, William Pace) signal they're building a modern lead gen division — Homebot is the perfect retention complement. Known contact: Trevor Barrett (Owner, Decision Maker flags from previous Homebot customer) — warm door into the account.
Luke Walker·Director, Live Stream Consumer Direct | Mortgage Loan Originator
From: VP of Sales at Hoot, co-created nation's first mortgage livestreaming division
Your Move
Pitch Homebot as the engagement layer behind his livestream lead gen. 'You're driving traffic via livestream — Homebot keeps those leads warm post-close. Your livestream captures attention, Homebot keeps you top-of-mind for life.' Barrett has preferred pricing: $125 Starter or $205 Pro with unlimited contacts. Emphasize co-sponsorship model for agent partnerships.
Homebot Angle
Luke built a livestreaming division at Hoot — he's focused on modern lead gen. Homebot is the 'second piece of the puzzle': you invest in capturing attention, Homebot ensures those borrowers stay engaged for repeat/referral business. His livestream audience becomes a Homebot-engaged database.
Paul Isaacson·Mortgage Loan Officer at Barrett Financial Group, LLC
From: Mortgage Loan Officer at CMG Financial, VP of Mortgage Lending at OriginPoint
Your Move
Lead with Barrett's preferred pricing (teams deals allowed, $125 Starter or $205 Pro). Paul has VP-level experience at OriginPoint — he knows enterprise tools. Pitch: 'Barrett gives you team pricing on Homebot — $205/mo for unlimited clients/prospects. Load your entire OriginPoint database, stay top-of-mind from day one at Barrett.'
Homebot Angle
Paul's coming from OriginPoint and CMG, both large lenders where he likely had CRM infrastructure. Homebot complements whatever CRM Barrett uses (Floify/Encompass/Surefire per tech stack) — we're the home intelligence layer, not a replacement. Emphasize 'and, not or.'
Melissa Carpenter·Mortgage Loan Originator
From: Licensed Mortgage Broker at My Easy Mortgage (7+ years)
Your Move
Melissa ran her own shop for 7+ years — she's independent-minded and likely has a solid database. Pitch: 'You built a book at My Easy Mortgage over 7 years — bring it with you. Barrett's preferred pricing on Homebot is $205/mo for unlimited contacts. Upload your entire database, keep those relationships alive under the Barrett brand.'
Homebot Angle
Long-tenured LOs at independent shops have loyal clients who followed them there. Now she's at Barrett, a much larger platform. Homebot lets her keep that independent, personalized touch (monthly digests with HER branding) while leveraging Barrett's scale.
Chaim Gruenzweig·Mortgage Broker
From: Mortgage Loan Officer at NOVA Home Loans, LOA at CrossCountry
Your Move
Chaim was at CrossCountry as an LOA (2023) then NOVA as an MLO (2024-2026) — relatively early-career, now at Barrett. Starter plan angle: '$125/mo, 100 clients, 100 prospects. Build your database from day one. Barrett gives you team pricing — your colleagues are already using it.' Low financial barrier, high engagement upside.
Homebot Angle
Chaim's trajectory (LOA → MLO → Broker at Barrett) suggests growth mindset. Homebot's pricing scales with him: Starter now, Pro as his database grows, Unlimited when he's a top producer. Frame it as 'the tool that grows with your career.'
William Pace·Director, Live Stream Consumer Direct Division
From: Wine Broker at Siena Imports, Live Show Host at Foreign Objects
Your Move
William's background is in live entertainment/sales (wine broker, live show host) — now directing Barrett's livestream division. Same angle as Luke Walker: 'Your livestream captures leads, Homebot keeps them engaged post-close.' Barrett preferred pricing: $205 Pro with unlimited contacts. Emphasize agent co-sponsorship ($10/agent) for referral partnerships.
Homebot Angle
William and Luke are building Barrett's livestream consumer direct division together — this is a net-new lead gen channel for Barrett. Position Homebot as the retention engine that makes their livestream investment pay off long-term. Livestream = top-of-funnel, Homebot = lifetime engagement.
David Barrett·Mortgage Loan Originator
From: Loan Officer at Top Flite Home Loans (Nov 2024 - Mar 2026)
Your Move
David just left Top Flite after 16 months — short tenure suggests he's still building his database. Starter plan pitch: '$125/mo, 100 clients. Barrett has team pricing, and we integrate with Floify/Encompass (Barrett's LOS per tech stack). Your closed loans auto-sync into Homebot for post-close engagement.'
Homebot Angle
Short tenure at Top Flite = likely a smaller, newer database. Homebot gives him the engagement infrastructure to turn those early clients into a referral engine. 86% of engaged Homebot clients transact with their LO — he needs that repeat/referral momentum early in his career.
Pete Gray·Mortgage Loan Officer
From: Mortgage Loan Officer at Bell Bank Mortgage (2021-2026)
Your Move
Pete was at Bell Bank for 5 years — solid tenure, likely has a strong database. Pro plan angle: 'Barrett gives you preferred pricing at $205/mo for unlimited clients/prospects. Upload your entire Bell Bank database, keep those relationships alive. Your clients get monthly home equity reports with YOUR branding, not Bell Bank's.'
Homebot Angle
Pete's leaving a 5-year relationship at Bell Bank — his clients are loyal to HIM, not the lender. Homebot gives him continuity: his clients keep getting value (Home Digest) from Pete under the Barrett brand. Prevents client attrition during the transition.
Freedom is in integration mode post-Seneca acquisition (March 16) — 90-day vendor reset window. 409 LOs available for capture, teams deals allowed, 36 job openings + 4% growth. They're also piloting Palantir/Moder AI operations platform — signals tech modernization budget. Paul Swain (new Senior LO, Triple Crown performer from Rocket) is in his 30-day tool window.
Paul Swain·Senior Loan Officer
From: Triple Crown Mortgage Banker at Rocket (Oct 2025 - Mar 2026), Mortgage Loan Officer at Mr. Cooper (Mar 2022 - Oct 2025)
Your Move
Paul was at Mr. Cooper for 3.5 years then Rocket for 5 months (Triple Crown = top performer tier) — now Freedom. High performer, short tenure at Rocket suggests comp/culture fit issues. Pro plan pitch: 'Freedom has team pricing (teams deals allowed per Grant). $225/mo for 500 clients, 1,500 prospects. You crushed it at Mr. Cooper and Rocket — bring that database with you. Homebot keeps your clients engaged under the Freedom brand.'
Homebot Angle
Paul's 'Triple Crown Mortgage Banker' designation at Rocket means he was a top producer. Those clients are loyal to HIM, not the lender. Homebot prevents attrition during transitions — his Mr. Cooper and Rocket clients keep getting value from Paul, now under Freedom's brand. 86% of engaged Homebot clients transact with their LO = repeat/referral goldmine for high performers.
Freedom Superior LLC (indirect parent of Freedom Mortgage) executed definitive agreement to acquire Seneca Mortgage Servicing LLC and related entities from EJF Capital LP. The deal integrates Seneca's experienced team and Mortgage Servicing Rights portfolio with Freedom's established servicing operations.
Your Move
Target the integration team with a servicing retention angle. 409 producing LOs available for capture, teams deals allowed per Grant. Pitch: 'As you integrate Seneca's operations, Homebot gives your combined servicing team a unified client engagement layer. Keep borrowers engaged post-close, drive retention and cross-sell opportunities across the merged portfolio.'
Homebot Angle
M&A creates tech stack rationalization windows — acquiring companies standardize tools across the combined entity. Position Homebot as the engagement platform that works regardless of which legacy servicing systems they're consolidating. Also, Freedom has 36 LO job openings + 4% anticipated growth = hiring into the integration, new LOs need tools day one.
Palantir Technologies and mortgage outsourcing firm Moder formed a strategic partnership to co-build an AI-powered mortgage operations platform, with Freedom Mortgage serving as the first pilot customer.
Your Move
Use as tech modernization signal — Freedom is investing in AI/automation for operations. Position Homebot as the client-facing layer to their back-office AI: 'You're automating operations with Palantir/Moder — Homebot automates client engagement. Your LOs focus on origination, we keep clients engaged post-close.'
Homebot Angle
Freedom's participation in the Palantir/Moder pilot shows they're willing to adopt new tech that improves efficiency. Homebot fits that narrative: automated monthly Home Digests reduce manual client outreach burden for LOs, freeing them to focus on production. Also signals budget availability for productivity tools.
Atlantic Bay is firing on all cylinders with new C-suite hires, awards, and anniversary momentum. Megan Griesser should leverage the CRO hire to drive enterprise expansion conversations and target their award-winning originators for individual adoption.
Atlantic Bay won National Mortgage News' #1 Best Large Mortgage Company to Work For award for the fourth consecutive year in March 2026. The award is based on extensive employee surveys covering leadership, culture, satisfaction, and engagement. 61 of their Mortgage Bankers were also named to Scotsman Guide's 2026 Top Originator rankings.
Your Move
Congratulate Megan Griesser (CSM) and pitch Homebot as the tool that top-performing LOs use to maintain their production edge. Offer a webinar for their top 61 originators on client retention strategies.
Homebot Angle
With 61 Scotsman Guide Top Originators and #1 workplace culture, Atlantic Bay's LOs are high-performers looking for competitive advantages. At 37% penetration, there's room to capture the other 63% who aren't yet using retention tech.
Gregory S. Richardson joined Atlantic Bay as Chief Revenue Officer on April 1, 2026, bringing 35+ years of capital markets experience from Primis Mortgage, Movement Mortgage, and Wells Fargo. He will lead enterprise revenue strategy, secondary marketing, pricing, and investor relationships. This hire came two months after adding Robyn Zacharias as CMO.
Your Move
Reach out to Richardson directly with an executive briefing on how Homebot drives revenue growth through client retention and organic referrals. Position as a revenue acceleration tool for his production team.
Homebot Angle
New CRO focused on revenue growth = perfect timing to introduce Homebot's ROI metrics showing increased purchase volume from database reactivation and agent partnerships.
Atlantic Bay celebrated its 30th anniversary on April 9, 2026, highlighting three decades of growth, innovation, and community engagement. CEO Brian Holland was also named a 2026 HousingWire Finance Leader. The company formalized core values and has been recognized for workplace culture and performance.
Your Move
Send anniversary congratulations to Megan Griesser and branch leadership, positioning Homebot as a partner for the next 30 years of growth.
Homebot Angle
Milestone anniversaries create internal momentum for new initiatives. Frame Homebot as the technology partner that helps Atlantic Bay's 232 LOs deliver on their 'We Genuinely Care' value through year-round client engagement.
CrossCountry added 3 new LOs in March — existing customer under CSM Mike Zanatta, 10% penetration, 2,236 LOs available for capture, teams deals allowed. This is expansion opportunity territory (low penetration + large LO base + CSM relationship = upsell potential). Richard Palmer (Loan Partner, former Branch Manager) could be a team play. Known contact: Matt Miller (Regional VP, was Decision Maker at AnnieMac Homebot customer) — leverage for broader adoption conversation.
Tracey Samuels·Mortgage Loan Officer
From: Mortgage Loan Originator at UMortgage (Feb 2025 - Feb 2026), Speech Language Pathologist at Concord Hospital (2024)
Your Move
Flag to CSM Mike Zanatta. Tracey's career switch from healthcare to mortgage (2024) then UMortgage to CrossCountry (2026) suggests she's still finding her footing. Starter plan angle for Mike to pitch: '$125/mo (but CrossCountry has team pricing — confirm with Mike). 100 clients, integrates directly with Total Expert (CrossCountry's CRM per tech stack). Start building your database the right way from day one.'
Homebot Angle
Tracey's new to mortgage (career switch in 2024) and new to CrossCountry. She doesn't have legacy tool commitments or a massive database yet. Homebot gives her professional infrastructure to engage the clients she's closing now — turns her into a repeat/referral producer early.
Richard Palmer·Loan Partner
From: Branch Manager at Mercer County State Bank (2025-2026), Consumer Operations Analyst at Premier Bank (2024-2025)
Your Move
Flag to CSM Mike Zanatta — Richard was a Branch Manager at Mercer County State Bank, now 'Loan Partner' at CrossCountry. That title + BM background suggests he might be building/managing a team. Expansion conversation: 'CrossCountry is at 10% penetration with 2,236 LOs available. Richard's team could be a wedge into broader adoption.' Teams deals allowed, frame as net-new revenue opportunity for Mike's expansion play.
Homebot Angle
Richard's Branch Manager background means he understands team tools and LO productivity. If he's managing LOs at CrossCountry, Homebot is a team-wide engagement solution. Also, CrossCountry has 206 LO job openings + 4% growth — if Richard's hiring, every new LO is a Homebot opportunity.
Trevor Tannahill·Mortgage Loan Officer
From: Mortgage Loan Originator at UMortgage (May 2025 - Mar 2026), United Home Loans (Nov 2021 - Jun 2025)
Your Move
Flag to CSM Mike Zanatta. Trevor was at United Home Loans for 3.5 years, then UMortgage for 10 months, now CrossCountry. His tenure pattern suggests he's chasing growth/comp — he's production-focused. Pro plan angle: 'CrossCountry has team pricing. $225/mo (or whatever CrossCountry's preferred rate is) for 500 clients, 1,500 prospects. Integrates with Total Expert, no manual uploads. Keep your United Home Loans database engaged under the CrossCountry brand.'
Homebot Angle
Trevor left a 3.5-year relationship at United Home Loans — he has a database worth keeping. Homebot prevents client attrition during lender transitions. Also, he's moved twice in 18 months (United → UMortgage → CrossCountry) — Homebot gives him stability: his clients get consistent engagement from HIM regardless of which lender he's at.
NAF added 3 new LOs in March + launched new Omaha/Iowa branch in April — momentum play. Existing customer under CSM Megan Griesser, 11% penetration, 1,347 LOs available for capture, teams deals case-by-case per Grant. Known contacts: Fallon Fahrendorf (VP Retail Marketing, was Champion/Decision Maker at loanDepot), Leo Gomez (Director Product Management, was Decision Maker at Guild), Michael Vrlaku (Branch Manager, was Decision Maker at HeyGen), Chris Farrar (Sr. Product Manager CRM, Data/Main POC) — leverage for expansion conversations.
Robert Alfano·Reverse Mortgage Specialist
From: VP Loan Officer - Reverse Mortgages at Guaranteed Rate Affinity (Oct 2025 - Mar 2026), Alpha Retirement Solutions at Tarkenton Financial (Oct 2025 - present)
Your Move
Flag to CSM Megan Griesser. Robert specializes in reverse mortgages (was VP at Guaranteed Rate Affinity, also works with Tarkenton Financial). Reverse mortgage angle: 'NAF has preferred pricing ($95 Starter, $185 Pro). Homebot's Home Digest shows seniors their home equity growth — perfect warm-up for reverse mortgage conversations. Keep your HECM clients engaged post-close for future draws or referrals.'
Homebot Angle
Reverse mortgage specialists need long-term engagement tools because HECM clients often draw on their line incrementally over time. Homebot keeps those clients engaged between draws, surfaces opportunities when equity grows. Also, HECM clients are referral engines to other seniors — Homebot keeps Robert top-of-mind for those referrals.
Adam Gutermuth·Senior Loan Officer NMLS #1755418
From: None
Your Move
Flag to CSM Megan Griesser. Adam's LinkedIn shows only NAF in job history — either he's new to mortgage or his profile is incomplete. If new, Starter plan angle: '$95/mo, 100 clients, 1 REA co-spo included (NAF preferred pricing). Build your database the right way from day one.' If experienced, Pro plan: '$185/mo, 500 clients, 1,500 prospects.'
Homebot Angle
NAF has 1,347 LOs available for capture at 11% penetration — Adam is part of that expansion opportunity. NAF's preferred pricing ($95/$185 vs. standard $125/$225) makes Homebot an easy yes. Also, NAF integrates with Total Expert (direct CRM sync) and uses Fairway's product suite — Homebot complements their existing stack.
Nicholas Varga·Mortgage Consultant
From: Mortgage Loan Officer at Fairway Independent Mortgage (Apr 2022 - Mar 2026)
Your Move
Flag to CSM Megan Griesser. Nicholas was at Fairway for 4 years — solid tenure, likely has a strong database. Pro plan angle: 'NAF gives you preferred pricing at $185/mo for 500 clients, 1,500 prospects. Upload your entire Fairway database, keep those relationships alive. Your clients get monthly home equity reports with YOUR branding, not Fairway's. Integrates directly with Total Expert (NAF's CRM per tech stack).'
Homebot Angle
Nicholas left a 4-year relationship at Fairway — his clients are loyal to HIM, not the lender. Homebot gives him continuity: his clients keep getting value (Home Digest) from Nicholas under the NAF brand. Prevents client attrition during the transition. Also, NAF has known contacts with Homebot experience (Fallon Fahrendorf, Leo Gomez) — leverage for warm intro.
New American Funding announced the addition of One Goal Mortgage Powered by New American Funding, a new branch serving the Omaha metro area and Southwest Iowa. This expands NAF's Midwest footprint and creates new LO hiring opportunities in that region.
Your Move
Flag to CSM Megan Griesser for One Goal Mortgage LO outreach. New branch = new LOs setting up operations who need tools immediately. Also target the 3 March joiners (Robert Alfano, Adam Gutermuth, Nicholas Varga) — still in their 30-day tool window. NAF has 1,347 LOs available for capture at 11% penetration, this is expansion territory.
Homebot Angle
New branch LOs are starting fresh — no legacy tool commitments. Homebot's 15-minute setup and NAF's preferred pricing ($95 Starter, $185 Pro) makes this an easy day-one add. Frame as 'the engagement tool NAF LOs use to build their database from scratch.' Also, Omaha/Iowa is a purchase-heavy market — Homebot keeps purchase clients engaged for their next move.
West Capital is in aggressive growth mode with a major HQ investment and high-profile legal positioning. With only 2% penetration across 528 LOs, this is a massive whitespace opportunity for a broker-focused enterprise deal.
West Capital Lending purchased a five-story, 104,380-square-foot office building at 17911 Von Karman Avenue in Irvine for $23.8 million on March 11, 2026. The company will occupy roughly half the building (three floors, 44,240 sq ft) as its new headquarters, signaling significant expansion. Sunwest Bank issued an $18.6M acquisition loan for the transaction.
Your Move
Use the headquarters expansion as a credible reason to reach out to co-founders Eric Hines and Daniel Iskander. Frame Homebot as a scalable platform built for rapidly growing brokerages with 500+ LOs.
Homebot Angle
West Capital is quadrupling their office footprint and has massive growth momentum (528 LOs at 2% penetration = 518 LOs who could benefit). The HQ investment signals commitment to long-term infrastructure—perfect timing for enterprise technology partnerships.
On March 6, 2026, West Capital filed a federal lawsuit in Central District of California accusing loanDepot of operating an unlawful compensation structure that allegedly incentivized employees to steer borrowers into higher-priced mortgages, violating TILA and Regulation Z. The lawsuit claims loanDepot's practices gave them an unfair competitive advantage.
Your Move
Avoid this topic in outreach but note internally that West Capital is positioning itself as a compliance-focused broker with ethical high ground—use compliance angle in messaging.
Homebot Angle
West Capital's aggressive legal positioning shows they're competing on ethics and transparency. Homebot's compliant, non-salesy client engagement aligns with their positioning as the 'clean' alternative to predatory practices.
PRMG added Jeffrey Brien Lynch (Correspondent AE, not an LO — skip direct outreach) but has 253 LO job openings + 33% anticipated growth = biggest hiring surge in the digest. 3% penetration, 224 LOs available for capture, teams deals allowed. This is a prospecting gold mine when those new LOs start. Known contact: Kasia Stephenson (Chief Digital Marketing Officer, was Decision Maker at Sierra Pacific Mortgage) — warm door for teams conversation when hiring wave hits.
Jeffrey Brien Lynch·Correspondent Account Executive
From: Account Executive at Kind Lending (Sep 2024 - Apr 2026), Huntington National Bank (Oct 2022 - Aug 2024)
Your Move
Jeffrey's title is 'Correspondent Account Executive' — this is a wholesale/correspondent sales role, NOT an LO. He's selling PRMG's correspondent channel to other lenders, not originating loans directly. SKIP direct outreach to him (wrong persona). However, note that PRMG has 253 LO job openings + 33% anticipated growth — massive hiring surge. Focus on those new LOs when they come in.
Homebot Angle
Jeffrey's not an LO, but his hire signals PRMG is investing in their correspondent channel (B2B lender sales). That doesn't create Homebot opportunities directly, but the 253 LO job openings + 33% growth does. PRMG is scaling aggressively — every new LO is a prospecting opportunity. Teams deals allowed per Grant.
AmeriSave has 38 LO job openings (7% anticipated growth) but no new joiners this period. 0% penetration, 289 LOs available for capture, teams deals allowed per Grant. Pure prospecting opportunity. Their tech stack shows Mortgage Coach (TCA synergy) and some LOs may use HomeIQ (competitor, but not enterprise-wide per tech notes). Focus on Entry Level Mortgage Loan Officer posting (SAFE Passed Required) — new LOs need tools day one, $125 Starter plan.
APM is celebrating 30 years with momentum around technology innovation and cost efficiency. Connor Parsons (CSM) should prioritize upsell conversations with their branch network, emphasizing Homebot's AI capabilities and cost-effectiveness.
American Pacific Mortgage marked its 30th anniversary on March 16, 2026. Chairman Ned Payant emphasized the company's investment in AI-driven technology solutions and commitment to empowering entrepreneurs while supporting the next generation of mortgage professionals. APM continues to focus on innovation, growth, and leadership development as it enters its fourth decade.
Your Move
Reach out to Branch Managers with a congratulatory message about the milestone and position Homebot as the AI-powered retention tool that aligns with their innovation focus.
Homebot Angle
APM is investing heavily in AI and technology to support their 780 producing LOs. With only 26% penetration, Homebot aligns perfectly with their stated focus on 'AI-driven solutions' and 'empowering entrepreneurs' at the branch level.
Ned Payant transitioned to Chairman and Dustin Sheppard was promoted to CEO. In interviews, leadership shared 2026 goals to reduce cost to originate while maintaining service standards, noting they successfully lowered manufacturing costs in 2025 and plan to continue that trend in 2026.
Your Move
Target Dustin Sheppard's direct reports (VPs/Directors) with ROI-focused Homebot messaging emphasizing cost-per-loan efficiency and organic lead generation.
Homebot Angle
With APM's explicit focus on lowering cost to originate, Homebot offers a low-cost retention and referral engine that reduces marketing spend while increasing production per LO.
Loan Factory added 2 new LOs in March (1% penetration, 351 LOs available for capture). Teams deals allowed per Grant, no CSM yet so pure prospecting. Both new joiners have builder/realtor backgrounds (Rafael = realtor 2018-2021, Alexander = Lennar 2025) — co-sponsorship angle is strong. 12 LO job openings, minimal growth (0%).
Rafael Ortega·Mortgage Loan Officer
From: Mortgage Loan Officer at Equity Smart Home Loans (Jan 2025 - Mar 2026), Licensed Realtor at Julie's Realty (2018-2021)
Your Move
Rafael has realtor background (Julie's Realty 2018-2021) — he understands agent partnerships. Co-sponsorship angle: 'Loan Factory has team pricing (teams deals allowed per Grant). Homebot lets you co-sponsor agents at $10/agent/month. Your agent partners get Homebot free through your account (Homebot Network), keeps you top-of-mind for referrals.' Starter plan: $125/mo, 100 clients, 100 prospects.
Homebot Angle
Rafael's realtor background means he has agent relationships. Homebot's co-sponsorship model turns those relationships into referral engines: agents get free Homebot access through his account, their clients see HIS branding in the Home Digest. When the agent's clients are ready for a mortgage, they come to Rafael.
Alexander Rosas·Loan Officer
From: Loan Officer at Guild Mortgage (Jul 2025 - Mar 2026), New Home Consultant at Lennar (Mar 2025 - Jul 2025)
Your Move
Alexander was at Lennar as a New Home Consultant (builder sales) then Guild for 8 months — now Loan Factory. Builder background = purchase-focused. Starter plan pitch: '$125/mo, Loan Factory has team pricing. You're coming from builder sales — Homebot keeps your purchase clients engaged for their next move. 86% of engaged clients transact with their LO.'
Homebot Angle
Alexander's builder background (Lennar) means he's closing first-time and move-up buyers. Those are the highest-value Homebot audiences: first-timers will move in 5-7 years (equity building phase), move-ups have equity for cash-out refis. Homebot keeps them engaged through monthly Home Digests, drives repeat business when they're ready.
NEXA added 1 new Sr. LO in March (Richard Lavin) — existing customer under CSM Natalie Bernal, 7% penetration, 1,135 LOs available for capture, teams deals allowed via LOS Marketplace pricing ($120 Starter, $220 Pro). 70 LO job openings + 2% growth = hiring momentum. Known contacts: Daniel White (Area Sales Manager, was Champion at Synergy One Lending), Mark Chaffee (Branch Manager, was Champion at Synergy One Lending), Brian Driscoll (Sales Manager, was Champion at Synergy One Lending) — multiple warm doors for expansion.
Richard Lavin·Sr. Loan Officer
From: Loan Officer at Peoples Mortgage Company (Aug 2016 - Mar 2020), Academy Mortgage (Feb 2013 - Aug 2016)
Your Move
Flag to CSM Natalie Bernal. Richard has 10+ years in mortgage (Academy 2013-2016, Peoples 2016-2020, now NEXA 2026) but there's a 6-year gap in his LinkedIn (2020-2026) — either missing data or he was out of the industry. If returning, Starter plan pitch: '$120/mo (NEXA LOS Marketplace pricing), rebuild your database at NEXA with Homebot. If active those 6 years, Pro plan: $220/mo, 500 clients, 1,500 prospects.'
Homebot Angle
If Richard's returning to mortgage after a break, Homebot gives him professional infrastructure to rebuild his network. If he was active but his LinkedIn is incomplete, he has a database worth migrating to NEXA. Either way, NEXA has 1,135 LOs available for capture at 7% penetration — expansion opportunity. Teams deals allowed per NEXA's preferred pricing.
Lennar Mortgage is embedded in a publicly traded builder navigating margin pressure. Leadership transition + financial headwinds = opportunity to present cost-effective client retention solutions. Flag to Enterprise team given size and complexity.
On December 31, 2025, long-time Co-CEO Jon Jaffe retired, leaving Stuart Miller as the sole Executive Chairman and CEO. Miller is widely regarded as a visionary who steered Lennar through the 2008 financial crisis. The leadership transition occurred as Lennar reported Q1 2026 earnings showing margin compression and ongoing affordability challenges.
Your Move
Flag to Enterprise AE. This is C-suite level. Miller's focus on 'structural improvements' and cost management creates an opening for Homebot to demonstrate ROI at the Lennar Mortgage division level.
Homebot Angle
Lennar Mortgage supports Lennar's homebuilding division (85,000 deliveries targeted for 2026). Post-leadership transition is prime time for new vendor evaluations. Homebot can help Lennar Mortgage increase capture rate and reduce buyer drop-off during construction.
Prosperity added Madison Manna (Mortgage Support Specialist, not an LO — skip) but has 48 LO job openings + 9% growth. 1% penetration, 355 LOs available for capture, teams deals allowed. Focus prospecting on new LOs when they join, not support staff.
Madison Manna·Mortgage Support Specialist
From: IAPDA Certified Debt Specialist at Beyond Finance (Sep 2025 - Feb 2026), Mortgage Loan Officer at Griffin Funding (Mar 2025 - Aug 2025)
Your Move
Madison's title is 'Mortgage Support Specialist' — this is a processor/LOA role, NOT an LO. She was an MLO at Griffin Funding briefly (5 months in 2025) then debt specialist at Beyond Finance, now support role at Prosperity. SKIP direct outreach (wrong persona). Note that Prosperity has 48 LO job openings + 9% growth — focus on new LOs when they join.
Homebot Angle
Madison's not an LO, but her hire as a support specialist suggests Prosperity is building ops capacity to support growth (48 LO job openings + 9% anticipated growth). Teams deals allowed per Grant, 355 LOs available for capture at 1% penetration. Pure prospecting opportunity when LOs start joining.
SNMC is innovating with digital HELOC products, creating a clear use case for Homebot's equity monitoring. At 2% penetration across 222 LOs, strong whitespace opportunity for expansion.
In mid-February 2026, SecurityNational Mortgage introduced SNEquity, a new digital home equity product featuring automated employment and income verification with application-to-closing timelines measured in days (not weeks). The product targets borrowers who prefer fully digital experiences without sacrificing access to experienced mortgage professionals.
Your Move
Reach out to LOs and Branch Managers highlighting Homebot's equity monitoring tools as the perfect top-of-funnel for SNEquity. Position Homebot as the 'alert system' that identifies HELOC-ready clients in real-time.
Homebot Angle
SNMC just launched a speed-to-close HELOC product. Homebot's equity tracker identifies HELOC candidates automatically from an LO's database, feeding SNEquity with warm, qualified leads before competitors even know the client has equity.
Xpert has award-winning talent but also regulatory baggage (Washington consent order from 2025). Lead with the positive (award) and focus on LO-level adoption for the 91% who aren't yet customers.
Tim Stacey of Stacey Solutions, powered by Xpert Home Lending (NMLS #2041923), was recognized by the National Association of Mortgage Brokers as Mortgage Broker of the Year honoree for both 2024 and 2025, announced February 18, 2026. Stacey focuses on education-forward guidance and operates through the wholesale mortgage channel.
Your Move
Congratulate Xpert leadership on Stacey's award and offer a case study opportunity showcasing how top brokers use Homebot for client education and transparency.
Homebot Angle
Award-winning brokers differentiate on education and client experience—Homebot's core value prop. At 9% penetration, Xpert has 280+ LOs who could benefit from the same tools their best performer uses.