Your Week at a Glance
Two fresh LOs just landed at Lakeview —
Timothy Arrigo 🔗 (came from Rocket two weeks ago) and
Christian Carrillo 🔗 (ex-Mr. Cooper) — both in their 30-day tool decision window, hit them this week.
Jessica Tinaza 🔗 joined AdvantageFirst Lending last month as Senior MLO after two years at New American Funding — she's building her stack right now.
Arnold Perez 🔗 just took the Branch Manager seat at ML Mortgage Corp in March — new leadership means vendor reset, call him.
Allied Mortgage Group (existing customer under Jeff Slaughter) is sitting at only 18% penetration with 53 LOs still available for capture — flag to Jeff as an expansion opportunity, every new LO signup is net-new revenue that fuels the upsell conversation.
💡 Monday Morning Focus
Reach out to
Jessica Tinaza at AdvantageFirst Lending — senior LO who joined six weeks ago from New American Funding, building her stack now.
Call
Arnold Perez at ML Mortgage Corp — new Branch Manager as of March, vendor reset window still open.
Flag Allied Mortgage Group's low penetration (18%, 53 LOs available) to CSM Jeff Slaughter — expansion opportunity, new LO captures = net-new revenue fuels upsell conversation.
Gershman Investment Corp has 49 job openings in the last 60 days (41% growth) — watch for new LO hires and hit them fast with day-one tool pitch.
🚨 Urgent This Week2 alerts
🚨 ACT NOW · Lakeview Loan Servicing
Two fresh LOs just landed at Lakeview in the last 45 days
Timothy Arrigo joined as Mortgage Loan Originator on April 1st from Rocket (where he was Executive Mortgage Banker). Christian Carrillo joined March 1st as Mortgage Loan Officer from Mr. Cooper. Both are in their 30-day tool decision window.
Your Move
Reach out to both this week. Lead with: 'New to Lakeview? Homebot helps you stay top-of-mind with your database from day one. $125/mo to start, upgrade as you grow.' Both came from large call-center shops — Homebot gives them their own branded engagement channel.
Homebot Angle
New LOs haven't locked in their tech stack yet. Homebot's 15-minute setup and instant value delivery (Home Digest to their clients) makes it the easiest day-one win. They're building their book — Homebot keeps past clients engaged while they prospect for new ones.
⚡ ACT THIS WEEK · ML Mortgage Corp
Arnold Perez takes Branch Manager seat at ML Mortgage Corp
Arnold Perez joined ML Mortgage Corp as Branch Manager in March 2026 after running teams at NEXA Lending and Layton Mortgage. New leadership = vendor reset window.
Your Move
Call Arnold this week. New BMs evaluate tools in their first 90 days. Lead with: 'Congrats on the new role. Homebot helps your LOs stay top-of-mind with their databases — pays for itself in referrals. $125/mo per LO to start, team pricing if you want to roll it out branch-wide.'
Homebot Angle
Branch Managers care about LO retention and production. Homebot gives BMs a tool they can offer their team that drives measurable engagement and referral business. If Arnold's team grows, Homebot scales with them — no IT lift.
Account Details17 accounts
Summit is being absorbed by CCM. Operations teams are being eliminated; LOs are transitioning. This is a high-priority moment to preserve the relationship and potentially expand into CCM if LOs bring Homebot with them.
CrossCountry Mortgage completed acquisition of Summit Funding on March 18, 2026. CEO Todd Scrima and Summit's LO team transitioned to CCM. A California WARN notice disclosed 163 layoffs effective May 17, including executives (CIO John-David Phelps, COO Kris Ringrose) and staff across appraisal, processing, underwriting, and secondary markets. Summit's website now redirects to CCM.
Your Move
URGENT: Reach out to CSM Connor Parsons immediately. Summit's ops staff and executives are being cut—LOs are transitioning to CCM. Those LOs may lose access to existing tools or face integration chaos. This is a retention risk and a window to re-engage displaced LOs who may be exploring other options.
Homebot Angle
M&A transitions are messy. LOs lose continuity, tools get consolidated, and some may jump ship. Homebot offers portability and continuity—if Summit LOs are keeping their books, Homebot stays with them regardless of new employer. Position as the one constant in the chaos.
Lakeview has 151 producing LOs, zero penetration. Two fresh hires in the last 45 days means momentum. Both came from large call-center lenders — they're used to being a number, Homebot gives them individual branding.
Timothy Arrigo·Mortgage Loan Originator
From: Rocket (Executive Mortgage Banker)
Your Move
Call Timothy this week. Lead with: 'New to Lakeview? Homebot helps you stay top-of-mind with your database from day one. $125/mo to start.' He came from Rocket's high-volume call center — Homebot gives him his own branded client engagement.
Homebot Angle
Timothy's in his 30-day tool decision window. New LOs need tools that work immediately — Homebot is live in 15 minutes, no IT required. He's building his book at Lakeview; Homebot keeps past clients engaged while he prospects.
Christian Carrillo·Mortgage Loan Officer
From: Mr. Cooper (Loan Officer)
Your Move
Reach out to Christian this week. He joined six weeks ago — still in the tool window. Same pitch as Timothy: 'Homebot keeps your clients engaged between transactions. $125/mo, upgrade as you grow.'
Homebot Angle
Christian came from Mr. Cooper (another call-center shop). Homebot gives individual LOs their own branded engagement channel — clients see HIS name, HIS value reports, not a corporate brand.
AdvantageFirst has 54 LOs, zero penetration. Jessica's the first fresh hire we've caught — senior producer with a database worth keeping warm.
Jessica Tinaza·Senior Mortgage Loan Officer
From: New American Funding (Senior MLO, 2 years)
Your Move
Call Jessica this week. She joined six weeks ago — still in her tool decision window. Lead with: 'Senior LOs like you get the most out of Homebot. $225/mo for 500 clients, unlimited prospects — keeps your database engaged without manual drip campaigns.'
Homebot Angle
Jessica spent two years at New American Funding building a solid book. She brought that database to AdvantageFirst — Homebot keeps those clients engaged while she ramps up at the new shop. Referrals = fastest path to production.
ML Mortgage has 35 LOs, only 3% penetration (1 LO on Homebot). Arnold's a new BM with vendor reset authority. If he buys in, that's 34 LOs available for capture.
Arnold Perez·Branch Manager
From: NEXA Lending (Team Lead Manager), Layton Mortgage (Branch Manager)
Your Move
Reach out to Arnold this week. New BMs evaluate tools in their first 90 days. Pitch: 'Homebot helps your LOs stay top-of-mind with their databases. $125/mo per LO to start, or we can do team pricing if you want to roll it out branch-wide.'
Homebot Angle
Branch Managers care about LO retention and production. Homebot is a tool Arnold can offer his team that drives measurable engagement (86% of engaged clients transact with their LO). If his branch grows, Homebot scales — no IT lift.
Canopy is in growth mode with a tech-forward message aimed at high producers. Their Nano platform is the hook; Homebot is the post-close retention play.
Canopy launched multiple PR campaigns in Feb-March 2026 highlighting their proprietary Nano LOS technology that reduces cost-to-produce and enables 8-12 day closings. They're actively recruiting LOs producing $12M+ annually, positioning their platform as a solution to break the '$12M ceiling' with lower overhead and better pricing flexibility.
Your Move
Reach out to CSM Abby Bogart to understand LO expansion plans. If they're adding producers, those LOs need differentiation tools. Position Homebot as the client retention engine that complements their speed-to-close advantage.
Homebot Angle
Fast closings create happy clients, but retention requires ongoing engagement. Homebot keeps those clients warm for repeat/referral business while new LOs ramp. With 194 producing LOs at 19% penetration, there's room to grow—especially if they're recruiting aggressively.
Existing customer under CSM Jeff Slaughter. 65 producing LOs, only 18% penetration (12 on Homebot, 53 available for capture). This is a classic expansion opportunity — every new LO signup is net-new revenue that fuels the upsell conversation. Flag the low penetration to Jeff; new LO captures = growth story he can take upstream. Tech stack: Total Expert (Homebot integrates directly — no manual uploads, automatic client sync).
Highlands is expanding footprint with new branches, signaling investment in growth. Branch managers and new LOs in these markets are prime Homebot targets.
Highlands announced the opening of new branches in Springfield, MO (March 30) and Branson, MO (March 18), welcoming Branch Manager Erich and adding David Couch as Branch Manager in San Antonio (March 2). The company continues geographic expansion beyond its Texas roots.
Your Move
Connect with CSM Laura Powers to identify the new branch managers and loan officers in these markets. New branches = new hires who need to build pipelines and establish local presence.
Homebot Angle
New branch openings mean loan officers building books of business from scratch. Homebot helps them compete against established local lenders by offering a value-add client tool that drives referrals and keeps borrowers engaged long-term.
Click n' Close is investing in senior ops leadership to support expansion. This is a moment to demonstrate how Homebot enables efficient growth at the LO level.
Click n' Close appointed Delores Lopez as COO on April 6, 2026. Lopez brings deep ops experience from Titan Bank (EVP Mortgage Operations) and Supreme Lending (Chief Enterprise Risk Officer). She will lead operations, scalable growth initiatives, and optimize performance across the company's national footprint as it continues to expand.
Your Move
Reach out to CSM Laura Powers to understand how new COO appointment may impact operations strategy or LO support infrastructure. New ops leadership often signals process reviews—good time to reinforce Homebot's value in the tech stack.
Homebot Angle
New COO focused on scalable growth and operational efficiency means they're evaluating tools and platforms. Homebot reduces LO effort while driving business results—fits the mandate of doing more with less and scaling effectively.
Existing customer under CSM Abby Bogart. 168 producing LOs, 31% penetration (52 on Homebot, 116 available for capture). Expansion opportunity flagged. 12 job openings in the last 60 days — hiring momentum means more LOs to capture. Flag new hires to Abby; each signup strengthens the expansion case. Tech stack: Total Expert.
NewDay has 109 LOs, zero penetration. Multiple exec hires + new program launches signal growth. Watch for LO-level hiring downstream.
Michael Gaines joined NewDay USA as Executive Vice President of Capital Markets in December 2025. NewDay also hired Ken Harthausen as President of NewDay Home's Builder Division and Neil Brooks as President of NewDay Home in November 2025 as part of a new mortgage program launch.
Your Move
Not your territory (VP+ exec hires), but worth noting: NewDay is expanding leadership rapidly. Watch for mid-level hiring downstream — those LOs will need tools.
Homebot Angle
NewDay's launching new programs and hiring execs to run them. That means LO hiring will follow. When they scale, those new LOs need day-one engagement tools — Homebot is the fastest setup.
OneTrust is leaning into tech as a differentiator. This is a good moment to align Homebot with their innovation story and explore deeper integration or co-marketing.
OneTrust (dba of Calcon Mutual Mortgage) was recognized as a 2026 HousingWire Tech100 Mortgage Award winner in March 2026 for leadership in mortgage technology innovation and deployment of SKIE AI across operations. Company emphasizes portfolio lending and in-house tech platform.
Your Move
Congratulate CSM Emily Bryan and the OneTrust team on the award. Use this as an opener to discuss how Homebot complements their tech-forward reputation by extending the digital experience to post-close client engagement.
Homebot Angle
OneTrust is positioning as a tech innovator with SKIE AI and portfolio products. Homebot fits that narrative—it's the client-facing tech that LOs can offer to differentiate in a commoditized market. Award recognition = marketing opportunity for their LOs.
Gershman has 74 LOs, only 4% penetration. 49 job openings in the last 60 days (41% anticipated growth) — massive hiring surge. This is a prospecting gold mine. Each new hire is a tool-decision window. Watch for fresh joiners and hit them fast.
Integrity Home Lending has 11 LOs, zero penetration. 14 job openings in the last 60 days (67% anticipated growth) — they're doubling the team. Watch for new LO hires and prospect them immediately.
Next Door was acquired 18 months ago — the integration window has passed, but hiring momentum (17 openings, 27% growth) is still live. Focus on new hires, not the M&A angle.
NerdWallet acquired Next Door Lending, a mortgage brokerage owned by Jonathon Haddad (CEO of AIME), for $1 million in October 2024. Next Door has 43 LOs and 17 job openings.
Your Move
M&A creates a 90-day vendor reset window. NerdWallet is a tech company — they'll standardize tools. Position Homebot as the engagement layer that works on top of whatever LOS they pick. Watch for post-acquisition LO turnover or new hires.
Homebot Angle
Acquisitions are disorienting for LOs. Homebot gives them continuity — their clients keep getting value reports from THEM regardless of corporate changes. Also: Next Door is hiring (17 openings, 27% growth) — new LOs need tools immediately.
Beeline is a small, tech-forward shop (13 LOs, zero penetration). Product launches + hiring (18% growth) signal momentum. Good SMB prospecting opportunity.
Beeline Holdings ended 2025 debt-free and launched BeelineEquity, a blockchain-recorded fractional home-equity transaction platform, in partnership with TYTL Corp. They also launched a Self-Service Mortgage Experience (SSME) in March 2026.
Your Move
Beeline is innovating fast (equity platform, self-service tools). They have 13 LOs and 4 job openings (18% growth). Watch for new hires — LOs at tech-forward lenders are early adopters of tools like Homebot.
Homebot Angle
LOs at innovative lenders like Beeline want cutting-edge client engagement. Homebot's Home Digest + Partner Intel fits the tech-forward culture. Small team (13 LOs) = easy SMB pilot.
Absolute has 91 LOs, 5% penetration. December M&A is too old for urgent action, but watch for post-integration LO turnover or new hires.
Absolute Home Mortgage acquired assets from Fidelity Direct Mortgage in December 2025. Maria D'Souza-Datta, founder of Fidelity Direct, joined Absolute as Executive Operations Manager and board member. Absolute has 91 LOs and 2 job openings.
Your Move
M&A from 5 months ago — integration window is mostly closed, but Maria D'Souza-Datta is a new exec (joined December). Not your territory (exec-level), but flag to Sam Bakeris if you hear downstream LO-level signals from the Fidelity team.
Homebot Angle
Fidelity LOs who moved to Absolute may still be resetting their tools post-acquisition. Homebot helps them maintain continuity with their clients during the transition.
Rosegate has 20 LOs, 5% penetration. November M&A is old, but hiring momentum (18% growth) is live. Focus on new hires.
Rice Park Capital Management acquired Rosegate Mortgage in November 2025 to enhance its MSR investment platform. Rosegate has 20 LOs and 5 job openings (18% anticipated growth).
Your Move
M&A from 5 months ago — integration window has mostly passed. But Rosegate is hiring (5 openings, 18% growth). Watch for new LO hires and prospect them.
Homebot Angle
Rice Park is a private equity firm — they'll likely push efficiency and client retention tools. Homebot's engagement metrics (86% of engaged clients transact) align with PE ownership priorities.