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Homebot

Subscription platform delivering client homeownership insights

Overview

Homebot.ai helps real estate agents and loan officers deepen client relationships by providing a subscription-based platform that gives clients tools to understand buying power, monitor home values, and make informed decisions about buying or selling. The system works by agents or lenders subscribing to the service, then their clients receive personalized, data-driven insights and advice about wealth building and homeownership through one cohesive interface that tracks market data and property insights. Compared to competitors, Homebot targets the professional–client relationship channel, enabling agents and loan officers to continually engage clients and cultivate repeat and referral business with actionable information rather than generic tools. The goal is to help professionals increase client retention and drive referrals by delivering ongoing, tailored homeownership insights and guidance.

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About Homebot

Simplify's Rating
Why Homebot is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsFintechFinancial ServicesReal Estate

Company Size

51-200

Company Stage

Series A

Total Funding

$4.5M

Headquarters

Denver, CO

Founded

2015

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Simplify Jobs

Simplify's take

What believers are saying

  • WAMP members gained Homebot access on August 24, 2026, accelerating lender adoption.
  • Choice Mortgage reported 71.8% opens and 3,796 purchase actions after twelve months.
  • Homebot's October 2026 product cadence shows sustained shipping across AI, emails, and dashboards.

What critics are saying

  • Mortgage client retention tools face easy copycats from CRM vendors like Sierra and Jungo.
  • Homebot depends on lender and agent subscriptions, exposed if originations weaken in 2027.
  • If AI recommendations misfire on rate or equity signals, trust erodes across 10M homeowners.

What makes Homebot unique

  • HomebotAI and Partner Intel link homeowner signals to agents, lenders, and insurers.
  • October 2026 Q3 releases added Loan Loss Report and zip-level partner analytics.
  • FirstHome IQ, Sierra Interactive, and WAMP integrations widen Homebot's workflow footprint.

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Funding

Total Funding

$4.5M

Below

Industry Average

Funded Over

1 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$5M
$8.2M
$15M
$30M

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Pet Insurance
  • Legal Insurance
  • Paid Sick Leave
  • Parental Leave
  • Remote Work Options
  • Hybrid Work Options
  • Home Office Stipend
  • Commuter Benefits

Growth & Insights and Company News

6 month growth

2%

1 year growth

-1%

2 year growth

0%
50 States Today
Aug 24th, 2026
Washington Association of Mortgage Professionals partners with Homebot to give lenders a homeownership retention engine.

Washington Association of Mortgage Professionals partners with Homebot to give lenders a homeownership retention engine. Statewide association gives its loan officers member-exclusive access to automated client nurture and realtor partnerships Homebot turns a database that would otherwise go cold into an ongoing source of repeat and referral business, and it does it automatically." - Sean Lee, President, Washington Association of Mortgage Professionals DENVER, CO, UNITED STATES, August 24, 2026 / EINPresswire.com / - Homebot, Inc., provider of the award-winning, client-for-life platform that empowers consumers to build wealth through homeownership, today announced a partnership with the Washington Association of Mortgage Professionals (WAMP). Every WAMP member now has access to Homebot at exclusive member pricing. Loan officers close a loan and then go quiet. The client moves on with their life. Time goes by. That same person refinances or buys again, often with someone else, because nobody stayed in front of them. The relationship was never lost on purpose. It just ended when the work did." As WAMP President, one of my priorities has been making sure its members have access to tools that genuinely move the needle, not just add another subscription to their stack," said Sean Lee, President, Washington Association of Mortgage Professionals. "Homebot does that. It turns a database that would otherwise go cold into an ongoing source of repeat and referral business, and it does it automatically. Partnerships like this are exactly what WAMP should be bringing to our membership." Homebot delivers a branded monthly report to every client a loan officer has closed, showing home value, equity growth, and personalized wealth-building opportunities. When a client starts shopping a refinance or a move, the loan officer knows before the competition does. For prospects loaded into the platform, loan officers also see behavioral signals: searches in the nationwide private home search experience, Likely to Sell scores, and Just Listed alerts. Members add no workload and change nothing about how they already work. What WAMP members get: - Unlimited client loading, address verification, and email validation - A branded monthly touchpoint with every past client, sent automatically - Early signal when a client is ready to refinance, buy, or sell - Nationwide private home search for buyers who have not purchased yet - Partner Intel to find and connect with real estate agents who need a lending partner "Independent loan officers competing against national brands without national marketing budgets, that's exactly who we built this for," said Ernie Graham, CEO and co-founder of Homebot. "They already earned these relationships. We just make sure the client never forgets who helped them buy the house." Homebot averages a 75% open rate and 52% monthly engagement across its user base, and users see five times more agent referrals when building co-sponsorships within the platform. WAMP members can enroll now at $205 per month, a 32% discount off standard pricing, which includes unlimited client loading, Partner Intel, nationwide real estate search, and 500 active portal users. Learn more about the exclusive offering at offers.homebot.ai/homebot-for-wamp. About Homebot Founded in 2015, Homebot is a client engagement platform that helps mortgage loan officers, real estate, title, and insurance professionals build lifelong client relationships through automated, personalized home finance insights. Each month, Homebot sends clients a customized report showing their home's current value, equity growth, nearby sales activity, and personalized recommendations for refinancing or moving, all branded with the professional's contact information. With industry-leading engagement rates and intelligent automation, Homebot transforms one-time transactions into lifetime relationships. Learn more at www.homebot.ai. About the Washington Association of Mortgage ProfessionalsThe Washington Association of Mortgage Professionals (WAMP) is the leading association representing mortgage professionals across Washington State. WAMP is committed to advancing the interests of its members through education, advocacy, and access to industry-leading resources and partnerships that help mortgage professionals build stronger, more sustainable businesses. Learn more at www.mywamp.org/. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. 50 States Today do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

PR Newswire
Aug 6th, 2026
One year in: Choice Mortgage Group turns its past-client database into a working pipeline.

One year in: Choice Mortgage Group turns its past-client database into a working pipeline. Aug 06, 2026, 09:05 ET Independent lender marks 12 months on Homebot, surfacing buying, selling, and refinance activity from clients it had already closed DENVER, Aug. 6, 2026 /PRNewswire/ - Homebot, Inc., provider of the award-winning, client-for-life platform that empowers consumers to build wealth through homeownership, today shared one-year results from its partnership with Choice Mortgage Group, an independent Boca Raton-based lender licensed in 23 states. Twelve months in, Choice keeps more than 12,000 client contacts engaged across 21 loan officers, earns a 71.8% open rate on its monthly Home Digest, and logged 3,796 purchase actions, 286 selling actions, and 151 refinance actions in a single recent month. "A year ago we were leaving relationships on the table the day a loan funded," said Emmanuel St-Germain, CEO of Choice Mortgage Group. "Now our originators start the conversation with people who already trust us. That is a completely different business than chasing leads." Most lenders lose the relationship the moment a loan closes. Ninety percent of clients say they would refer their loan officer, but only 13 percent remember that person's name a year later. Choice closed that gap without adding headcount. Every funded loan flows into Homebot, every past client receives a monthly branded report showing home value, equity growth, and the next wealth-building move, and originators get alerted when a client crosses an equity threshold, watches rates, or signals a move. Outreach lands when it matters instead of on an arbitrary cadence. Performance highlights from a recent 30-day period: * 71.8% open rate on the monthly Home Digest, well above typical mortgage email benchmarks * 1,286 highly engaged clients, defined as clients active in at least half the months since joining * 3,796 purchase actions, 286 selling actions, and 151 refinance actions across the client base * 49 active listing alerts monitoring past clients for move signals * 14 co-sponsorships with real estate partners, covering 1,497 shared clients * 316 new contacts added to the platform Choice also extended the platform to buyers who have not purchased yet. The lender specializes in first-time homebuyer programs, and Homebot's Home Search Experience gives those prospects a private, branded search with no spam calls and no lead harvesting. Filters surface homes with seller concessions and buy-down scenarios. Search emails earn a 56.2% open rate, and buyer activity accounts for the majority of the purchase signals Choice originators act on each month. "Choice is the case study for what an independent lender can do with the database it already owns," said Ernie Graham, CEO and co-founder of Homebot. "They did not buy more leads. They went back to the clients they had already earned and gave them something worth opening every month. A year later, that database tells them who is moving before anyone else knows." The results arrive as Homebot expands into small and mid-sized lending organizations through Homebot for Teams, a fixed-price package built for teams of up to 19 producers. Independent lenders compete against national brands without national marketing budgets. Teams delivers the same client engagement infrastructure the largest lenders run, at a price built for regional operators. About Homebot Founded in 2015, Homebot is a client engagement platform that helps mortgage loan officers, real estate, title, and insurance professionals build lifelong client relationships through automated, personalized home finance insights. Each month, Homebot sends clients a customized report showing their home's current value, equity growth, nearby sales activity, and personalized recommendations for refinancing or moving - all branded with the professional's contact information. With industry-leading engagement rates and intelligent automation, Homebot transforms one-time transactions into lifetime relationships. Learn more at homebot.ai. About Choice Mortgage Group Founded in 2021 and headquartered in Boca Raton, Florida, Choice Mortgage Group is an independent residential mortgage lender licensed in 23 states. The company offers conventional, government-backed, reverse, and portfolio loan programs, with particular focus on first-time homebuyers and self-employed borrowers. Learn more at choicemortgage.com. SOURCE Homebot, Inc.

Sierra Interactive
Apr 30th, 2026
Turn homeowner data into deals: Sierra Interactive + Homebot integration.

Turn homeowner data into deals: Sierra Interactive + Homebot integration. April 30, 2026 For immediate release. Sierra Interactive and Homebot partner to turn homeowner insights into actionable growth for real estate teams. LOUISVILLE, KY - April 30, 2026 - Sierra Interactive, the only real estate platform that enables brand differentiation and personalized lead nurture at scale, today announced a strategic integration with Homebot, the leading homeowner engagement platform. Together, the partnership bridges the gap between lead generation, client nurturing and long-term referral growth, helping real estate teams turn homeowner data into timely, actionable opportunities. For many agents, the challenge isn't generating leads, it's maintaining meaningful engagement after initial contact or closing. The Sierra x Homebot integration addresses this gap by connecting Homebot's homeowner insights directly into Sierra's CRM, allowing teams to clearly see when a homeowner is signaling intent and take action at exactly the right moment. "Agents have more data than ever, but very little clarity on what to do with it," said Peter Maglathlin, CEO at Sierra Interactive. "This integration transforms homeowner engagement into visible, actionable signals inside Sierra, so teams can prioritize the right opportunities, personalize outreach and build long-term client relationships that actually scale." From engagement signals to real-time action. With the integration, homeowner activity inside Homebot (likelihood to sell) automatically appears inside Sierra. Teams gain real-time visibility into which contacts are showing intent, enabling smarter prioritization, faster follow-up, and more focused outreach without manual work. At the same time, Sierra users can seamlessly connect their database into Homebot, ensuring homeowners receive ongoing, personalized home value insights that keep agents top of mind long after the transaction. "Homebot helps agents stay relevant long after closing by delivering ongoing value to homeowners," said Ernie Graham, CEO at Homebot. "By integrating directly with Sierra, those insights don't just inform - they activate. Agents immediately know who's engaged, why it matters and how to respond." A clearer path to repeat and referral business. By unifying lead intelligence and homeowner engagement, the integration provides clarity into which relationships are driving real growth. The result is a more intentional approach to nurturing: less guesswork, more relevance, and stronger client relationships built on timely, data-driven insights. Built for teams focused on long-term growth. The Sierra x Homebot integration is designed for teams that want to scale without adding operational complexity. It enables agents to: * Identify high-intent opportunities automatically * Deliver ongoing value to homeowners through personalized insights * Prioritize outreach based on real engagement signals * Build repeat and referral pipelines with greater confidence The integration is available immediately to Sierra Interactive and Homebot users. Users can activate the connection through Sierra Interactive's integration marketplace or contact Homebot directly for implementation support. About Homebot: Founded in 2015, Homebot is a client engagement platform that helps mortgage loan officers and real estate professionals build lifelong client relationships through automated, personalized home finance insights. Each month, Homebot sends clients a customized report showing their home's current value, equity growth, nearby sales activity, and personalized recommendations for refinancing or moving - all branded with the professional's contact information. With industry-leading engagement rates and intelligent automation, Homebot transforms one-time transactions into lifetime relationships. Learn more at www.homebot.ai. About Sierra Interactive: Sierra Interactive develops residential real estate software and services for teams and independent brokerages in the U.S. and Canada. Sierra's proven lead generation and conversion solutions are trusted by top-performing teams and influential coaches across the real estate industry. For more information on its high-performing IDX websites, CRM and lead gen services, visit www.sierrainteractive.com. Press Contact Mallory Walker Sr Manager, Product Marketing Sierra Interactive [email protected] 502.410.3050 Thoughtfully designed features, intuitive workflows and stunning UX. You're about to find out why top-performing real estate teams pick Sierra. Back to Blog

PR Newswire
Jul 10th, 2024
Newzip Partners With Homebot To Launch 2% Consumer Savings Program

DENVER, July 10, 2024 /PRNewswire/ -- Homebot, the leading homeownership intent platform, today announced a strategic partnership with Newzip, a tech-enabled real estate platform, to empower Homebot consumers with a cash reward program that lowers their transaction costs up to 2% when they sell and buy. This collaboration marks a significant milestone in the mortgage industry, as both companies are recognized as industry leaders in driving client conversion and engagement."We're incredibly excited about the relationship we've developed with Newzip and the opportunity we have to present our common lending partners and their clients with powerful new cost-saving options at the right points in time in their homeownership journey. With home affordability hovering near all-time lows, this consumer savings opportunity is incredibly valuable for both buyers and sellers," said Charlie Pratt, CEO of Homebot.The partnership combines the innovative technology and consumer-centric approach of both companies to offer buyers and sellers unparalleled benefits and insights throughout the entirety of the homeownership journey. Homebot's and Newzip's shared customers now have the ability to offer consumers up to 2% in total savings when both selling and buying with a Newzip agent, and will have the ability to promote this industry leading offer directly in their Homebot experience. Homebot's consumer engagement produces rich behavioral insights that provide lenders with the opportunity to connect with clients the moment they start showing signs of intent. Now, lenders can easily leverage Newzip's unique cash rewards program and real estate concierge services to convert engagement into transactions at a higher rate."Both parties are incredibly committed to increasing the standard when it comes to the real estate customer experience," said Adi Pavlovic, CEO & Co-founder of Newzip." Joining forces allows us to combine Homebot's industry's leading home ownership and engagement platform with our real concierge experience in order to help mortgage lenders win by elevating their value proposition."This collaboration comes at a critical time in the industry as home buyers and sellers are looking to cut transactional costs as they navigate a high interest rate environment

PR Newswire
Jun 4th, 2024
Homebot Launches Partner Intel, Changing How Loan Officers Partner With Real Estate Agents

DENVER, June 4, 2024 /PRNewswire/ -- Homebot, the leading Homeownership Intent Platform, today announced its launch of Partner Intel, empowering loan officers to partner with real estate agents more effectively. This launch changes the way loan officers on Homebot search, engage, and collaborate with agents.Partner Intel highlights:Agent Search: Easily search for agents by name or company using the intuitive search box. Dynamic search allows you to narrow down results based on location, transaction period, transaction count, percent buy-side, transaction volume, and average selling price.Analyze Agent Performance Insights: Gain valuable insights into agent's historical performance, including total transactions, buy-side and list-side transactions, total transaction volume, loan types, and the number of loan officers they have worked with.Saved Search Alerts: Facilitate more effective and timely communications with real estate agents that meet your unique partner strategy.Favorite Agents: Identify and "favorite" agents that you want to connect with. Plus, we include all contact information and identify if they need a Co-Sponsorship to easily kickoff the relationship."The need for robust, data-driven tools that can enhance the efficiency and effectiveness of your business has never been greater," said Charlie Pratt, CEO of Homebot. "With Partner Intel, we're providing our loan officer customers with an unprecedented ability to manage their partnership strategy in one platform."The launch of Partner Intel follows a series of successful product releases from Homebot, which have consistently aimed at providing customers with innovative solutions to foster stronger customer relationships and streamline business operations."Partner Intel is more than just a tool; it's a strategic asset," said Charlie Pratt, CEO of Homebot. "We've listened to our customers and have recognized the immense value that comes from not only analyzing partner productivity data quickly but collaborating with them in ways that were not possible before

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