Liam Walton — HomeDrop

Account Details8 accounts

Guild Mortgage Company Llc

guildmortgage.com· IMBENT Customer

Guild is a managed customer (CSM: Megan Griesser) with 135% account penetration—they're already over-indexed on Homebot. Post-M&A momentum creates expansion opportunities, but watch for churn risk as some LOs leave. Focus on deepening engagement with stable producers.

📰 Signals1▸

HIGH🏢 M&A· 2026-02-04WEB

Bayview Asset Management Completes $1.3B Acquisition of Guild Mortgage

Guild's acquisition by Bayview Asset Management officially closed in November 2025. Terry Schmidt remains CEO, and Guild will operate as an independent entity under the MSR Fund, which also owns Lakeview Loan Servicing. The deal creates one of the strongest origination and servicing ecosystems in the nation, with Lakeview's 2.8 million loan portfolio providing recapture opportunities for Guild's 1,785 LOs.

Your Move

Reach out to Guild branch managers and LOs to position Homebot as a retention tool during the integration. Emphasize how Homebot's client engagement platform can help them tap into Lakeview's 2.8M servicing portfolio for recapture opportunities.

Homebot Angle

Post-acquisition integration creates urgency for LO retention tools. Guild LOs need differentiation as they navigate the Bayview partnership—Homebot's servicing recapture features align perfectly with the new Lakeview relationship.

Fairway Independent Mortgage Corporation

fairwaymc.com· IMBENT Customer - HL Signed

Fairway is a managed customer (CSM: Abby Bogart) at 28% penetration with 1,594 LOs. The insurance launch signals a shift toward lifetime client value—strong alignment with Homebot's engagement model. Opportunity to expand from 28% to 40%+ by tying into insurance strategy.

📰 Signals1▸

HIGH📈 Growth· 2026-02-27WEB

Fairway Launches Home Insurance Agency via Baldwin Group Partnership

Fairway Independent Mortgage launched Fairway Home Insurance Agency in late February 2026 through a partnership with The Baldwin Group. The new business will offer home and personal coverage at origination starting Q2 2026. This is the fifth major IMB to partner with Baldwin on embedded insurance, following Rate and others.

Your Move

Position Homebot as a complementary client engagement platform that supports Fairway's new insurance cross-sell strategy. Target branch managers and VPs to show how Homebot can create insurance renewal touchpoints via home equity alerts.

Homebot Angle

Fairway is investing in lifetime client value through insurance—Homebot's ongoing home digest emails create natural cross-sell opportunities for insurance renewals and equity-based products. This aligns with their 'All Roads Lead Home' ecosystem strategy.

Zillow Home Loans, Llc

zillowhomeloans.com· IMBProspect

Pure prospect with team pricing allowed and 248 LOs available to capture. Three new Premier LOs joined March 1st — all still in their 30-day tool window. Zillow's model (lead gen heavy, retention light) creates a natural Homebot fit. Hit these three this week before they lock in tools.

🟢 New Joiners3▸

Jamie Kienholz·Zillow Premier Loan Officer

From: Mpire Financial Group (Mortgage Specialist)

📍 Not specified · Started 2026-03 CR

Your Move

Reach out this week — Jamie joined March 1st (45 days in, still in tool evaluation window). Open with: 'Hey Jamie, congrats on the Premier LO role at Zillow. Homebot helps you stay top-of-mind with your database from day one — Zillow has team pricing that brings Starter down to $100/mo. 15-minute setup, no IT required.'

Homebot Angle

New Premier LOs at Zillow need a retention tool that complements Zillow's lead flow. Homebot keeps past clients warm for repeat/referral while Jamie focuses on new leads from Zillow. Team pricing allowed — discount hook is built-in.

Karl Ochs·Premier Loan Officer NMLS 1803470

From: F5 Mortgage (Senior Loan Officer)

📍 Not specified · Started 2026-03 CR

Your Move

Reach out this week — Karl joined March 1st (45 days in, still in tool evaluation window). Open with: 'Hey Karl, saw you made the jump to Zillow Premier LO from F5. Homebot gives you your own branded engagement layer with your database — keeps you top-of-mind even when Zillow's lead flow slows down. Team pricing available at $100/mo to start.'

Homebot Angle

Karl has 4+ years of LO experience and likely has a solid database from F5. Homebot is the bridge — keeps those relationships active while he ramps at Zillow. Team pricing makes this a no-brainer budget conversation.

Kayla Cobb·Premier Loan Officer

From: Navy Federal Credit Union (Mortgage Loan Officer, 6 years)

📍 Not specified · Started 2026-03 CR

Your Move

Reach out this week — Kayla joined March 1st (45 days in, still in tool evaluation window). Open with: 'Hey Kayla, congrats on Premier LO at Zillow. Six years at Navy Federal means you've got a solid client base — Homebot helps you keep those relationships alive with monthly home equity reports. Team pricing at Zillow brings Starter to $100/mo. Want to see a demo?'

Homebot Angle

Kayla's 6-year tenure at Navy Federal = established database. Moving to Zillow doesn't mean losing those clients — Homebot is the retention play. Position as 'stay connected to your Navy Fed clients while you build at Zillow.' Team pricing sweetens the deal.

Luminate Home Loans, Inc.

goluminate.com· IMBProspect

Luminate is a standard prospect with 278 LOs and 5% penetration. The regulatory fine suggests operational challenges, but their recent transition to becoming a division of Luminate Bank (announced Aug 2025) shows growth ambitions. Approach with caution—focus on compliance and safe client engagement messaging.

📰 Signals1▸

MEDIUM📌 Other· 2026-04-08WEB

Luminate Home Loans Fined $100K by Washington State for Licensing Violations

Washington State Department of Financial Institutions issued a $100,000 fine to Luminate Home Loans in early April 2026 after the lender admitted to unlicensed origination activity, insufficient surety bond levels, and disclosure violations. Former LO Joel Sarysz, who had lost his license, helped borrowers obtain loans while unlicensed. Luminate has since rebranded as a division of Luminate Bank.

Your Move

Soft outreach—avoid mentioning the fine directly. Instead, position Homebot as a compliance-friendly engagement tool that helps LOs stay top-of-mind without triggering RESPA issues. Focus on branch managers and compliant growth strategies.

Homebot Angle

Compliance scrutiny increases the need for safe, automated client engagement tools. Homebot's white-labeled platform keeps LOs compliant while staying engaged with past clients—critical for lenders under regulatory microscopes.

Movement Mortgage, Llc

movement.com· IMB - Key AccountENT Customer - HL Signed

Existing Homebot customer under Emily Bryan. Two new joiners flagged last week (Jason Sheppard, Ashika Ward) — no new movement this week. 1,088 LOs still available for capture at 12% penetration — expansion opportunity. Team deals are case-by-case per Grant Horvath. Known contact Eddie Arocho (Branch Manager, former Homebot Champion at Supreme Lending) is the warm door into this account for LO-level prospecting.

American Financial Network, Inc.

afncorp.com· IMBENT Customer

Existing Homebot customer under Laura Powers. Christopher Bartlett (Producing Branch Manager, joined March 2026 from U.S. Bank) was flagged last week — no new joiners this digest. 204 LOs available for capture at 7% penetration — expansion opportunity. Team deals are allowed. Focus on steady LO-level prospecting to drive CSM expansion conversation.

Pennymac Loan Services, Llc

pennymac.com· IMBProspect

Pure prospect with team pricing allowed. 315 LOs, 0% penetration, 88 job openings (13% growth projected). Jetadia Maloney joined March 2026 as 'Account Executive' — title suggests sales/support, not LO. Verify her function before pitching. Otherwise, open prospecting territory.

🟢 New Joiners1▸

Jetadia Maloney·Account Executive

From: Resource One Credit Union (Loan Officer, 8 years)

📍 Not specified · Started 2026-03 CR

Your Move

Verify role before pitching. Title says 'Account Executive' but 8 years as an LO at Resource One suggests she may still be in a lending function. If she's still originating, reach out: 'Hey Jetadia, congrats on PennyMac. Eight years at Resource One means you've got a solid client base — Homebot keeps you top-of-mind with monthly equity reports. Team pricing available, $100/mo to start.'

Homebot Angle

IF Jetadia is still an LO (verify first), 8 years at Resource One = established database. PennyMac doesn't have Homebot yet (0% penetration, 315 LOs available). Team pricing allowed — discount hook is built-in. But if she's in a sales/support role, skip the pitch.

Primelending, A Plainscapital Company

primelending.com· IMB - Key AccountENT Customer

Existing Homebot customer under Abby Bogart. NO teams deals allowed per preferred pricing — no LO-level discounting. 243 LOs available for capture at 47% penetration — strong expansion opportunity. 316 job openings (38% growth projected). Flag to Abby: new LO captures = net-new revenue, fuels enterprise expansion conversation. Do NOT pitch LOs directly — hand off to CSM.

HomeDrop 🔥Signals warming up

Bayview Asset Management Completes $1.3B Acquisition of Guild Mortgage

Fairway Launches Home Insurance Agency via Baldwin Group Partnership

Luminate Home Loans Fined $100K by Washington State for Licensing Violations