Brittany Summerford — HomeDrop

Priority 9-10 Act now 7-8 This week 5-6 Monitor 3-4 Low 1-2 Info

Territory Pulse

11Accounts

3Urgent

0Joiners

17Signals

0Hiring

🎯 #1LitFinancial (Lit Financial Corporation): LitFinancial hires Brandon Silvia as EVP, National Production Leader after $22M Series B

⚡ #2Nationwide Mortgage Bankers: Nationwide Mortgage opens 30k sq ft Melville HQ, brings 100+ jobs with more hiring planned

📈 #3RenoFi (Renovation Finance LLC): RenoFi raises $22M Series B, appoints Brandon Silvia as EVP National Production Leader

Your Week at a Glance

What's moving across your accounts

LitFinancial raised $22M Series B and hired Brandon Silvia as EVP National Production Leader — new exec means vendor reset, call him this week about onboarding his national team onto Homebot.

RenoFi closed $22M Series B and promoted Brandon Silvia to EVP National Production — fast-growth fintech = new LO hiring wave, position Homebot as the day-one engagement tool.

Nationwide Mortgage Bankers opened a new 30k sq ft HQ in Melville with 100+ jobs and plans to hire more — expansion momentum = new LOs need tools immediately, hit the hiring managers now.

Royal United Mortgage is hiring aggressively across Indianapolis and Austin with 8+ Loan Advisor roles posted — target new hires in their first 30 days before they lock in competing tools.

Roundpoint Mortgage (Freedom Mortgage subsidiary) has 10+ job openings including Foreclosure/Insurance/QA roles — servicing-heavy shop, pitch Homebot as the LO retention layer for the origination side.

✅ Monday Morning To-Dosspecific actions, named owners, this week

Call Brandon Silvia at LitFinancial (EVP, National Production) about Homebot enterprise rollout — Series B-funded fintech scaling nationwide, vendor reset window open now.

Done➕ Calendar

Target Nationwide Mortgage's Melville HQ hiring managers — 100+ new jobs posted, new LOs need tools in their first 30 days before they lock in competitors.

Done➕ Calendar

Reach out to Brandon Silvia at RenoFi (EVP, National Production) — $22M Series B, renovation-focused fintech = long-term client relationships = Homebot's sweet spot.

Done➕ Calendar

Royal United Mortgage is hiring 8+ Loan Advisors across Indianapolis and Austin — target new hires in their tool-decision window, pitch Homebot as day-one engagement platform.

Done➕ Calendar

🚨 Urgent This Week3 alerts

🚨 ACT NOW · LitFinancial (Lit Financial Corporation)

LitFinancial hires Brandon Silvia as EVP, National Production Leader after $22M Series B

LitFinancial appointed Brandon Silvia as EVP, National Production Leader to accelerate nationwide growth following their $22M Series B raise. New national production leader = vendor stack decisions happening now as he builds out his team.

Your Move

Call Brandon Silvia this week. Frame: 'Congrats on the EVP role — as you scale national production, Homebot gives your LOs a day-one engagement tool. $150/seat enterprise pricing vs $225 retail = 33% savings for a national rollout.'

Homebot Angle

New production leader at a Series B-funded fintech needs scalable LO tools immediately. Homebot's enterprise model fits fast-growth shops — one platform, consistent branding, no per-LO implementation headaches.

⚡ ACT THIS WEEK · Nationwide Mortgage Bankers

Nationwide Mortgage opens 30k sq ft Melville HQ, brings 100+ jobs with more hiring planned

Nationwide unveiled its new ~30k sq ft national headquarters at 1305 Walt Whitman Road in Melville on March 23, bringing 100+ jobs to the site with additional hiring planned. Also promoted Yasser Valdes Herrera to president of Americasa (Spanish-language division).

Your Move

Target the hiring managers for the 100+ new roles. Frame: 'As you onboard new LOs into the Melville HQ, Homebot gives them a branded client engagement tool from day one. $125/mo Starter plan scales to Pro as they grow their book.'

Homebot Angle

HQ expansion = mass hiring = new LOs who haven't picked their tools yet. 30-day window to get in front of them before they lock in a competitor. Nationwide already has Total Expert (integration opportunity).

⚡ ACT THIS WEEK · RenoFi (Renovation Finance LLC)

RenoFi raises $22M Series B, appoints Brandon Silvia as EVP National Production Leader

RenoFi closed a $22M Series B funding round to scale its AI-enabled renovation financing platform. Brandon Silvia appointed EVP, National Production Leader to drive growth. VC-backed fintech = aggressive LO hiring to deploy capital.

Your Move

Reach out to Brandon Silvia. Frame: 'Series B funding means scaling fast — Homebot is the LO engagement layer that grows with you. We integrate with your platform via API, no manual data uploads.'

Homebot Angle

Fintech lenders post-funding need scalable LO tools immediately. Homebot's API-first model fits renovation-focused shops where LOs manage long-term client relationships (renovation projects = multi-month timelines = retention matters).

Account Details11 accounts

LitFinancial (Lit Financial Corporation)

litfinancial.com· IMBProspect

LitFinancial is in growth mode (Series B, rebrand, new EVP) with 35 producing LOs and 0% Homebot penetration. Brandon Silvia is the door-opener — new exec = vendor reset. Hit him before he picks a competitor.

📰 Signals2▸

HIGH💵 Funding· 2026-02-17WEB

LitFinancial raises $22M Series B, rebrands, partners with Jason Mitchell Group

LitFinancial introduced a new brand identity and website in February 2026, then partnered with Jason Mitchell Group to expand its B2B referral network. Separately, the company raised $22M Series B and hired Brandon Silvia as EVP, National Production Leader to accelerate nationwide growth.

Your Move

Multi-pronged outreach: (1) Call Brandon Silvia directly about enterprise Homebot rollout. (2) Reference the rebrand and JMG partnership as proof of growth momentum when pitching individual LOs. Frame: 'You're scaling fast — Homebot is the engagement layer that unifies your LO experience post-rebrand.'

Homebot Angle

Series B funding + rebrand + new national production leader = vendor reset window. Company is standardizing tools across a growing LO base. Homebot positions as the unified client engagement platform that works regardless of backend changes.

MEDIUM📌 Hiring· 2026-03-19CR

LitFinancial hiring 2 roles: Associate Banker, Senior Loan Processor

Two open roles posted March 2026: Associate Banker and Senior Loan Processor (Troy, MI). Modest hiring = operational expansion, not mass growth.

Your Move

Lower priority than the Brandon Silvia news, but flag to any LOs you connect with: 'I see you're hiring — as you onboard new processors and bankers, make sure your LOs have the tools to keep those pipelines full. Homebot = $225/mo to keep 500 clients engaged.'

Homebot Angle

Hiring support staff = LOs are busy enough to need help. Busy LOs need automation — Homebot sends monthly digests automatically so they stay top-of-mind without manual work.

RenoFi (Renovation Finance LLC)

renofi.comProspect

RenoFi is a fintech in hypergrowth mode (Series B, new EVP, aggressive hiring). 19 producing LOs, 0% Homebot penetration. Brandon Silvia is the priority — new exec = vendor reset window.

📰 Signals2▸

HIGH💵 Funding· 2026-03-03WEB

RenoFi raises $22M Series B, appoints Brandon Silvia as EVP National Production Leader

Your Move

Reach out to Brandon Silvia. Frame: 'Series B funding means scaling fast — Homebot is the LO engagement layer that grows with you. We integrate with your platform via API, no manual data uploads. Renovation projects = long-term client relationships = retention matters.'

Homebot Angle

Fintech lenders post-funding need scalable LO tools immediately. Homebot's API-first model fits renovation-focused shops where LOs manage multi-month client timelines. Renovation borrowers are HOT leads for future transactions (they just proved they invest in their home).

MEDIUM📌 Hiring· 2026-03-29CR

RenoFi hiring Mortgage Processor, DRE Licensed Salesperson (CA), National Ops Manager

Three active postings: Mortgage Processor (United States, March 2026), DRE Licensed Salesperson California (Feb 2026), National Operations Manager (Jan 2026).

Your Move

Lower priority than Brandon Silvia, but use as proof of growth momentum when prospecting individual LOs: 'I see you're hiring aggressively — Homebot is the engagement layer that scales with you.'

Homebot Angle

Hiring across ops and sales = company is scaling infrastructure to support more volume. LOs need tools that keep pace with growth.

Nationwide Mortgage Bankers

nmbnow.com· IMBProspect

Total Expert

Nationwide is in expansion mode (new HQ, 100+ jobs, aggressive hiring). 117 producing LOs, 1% Homebot penetration. The HQ move + hiring surge = perfect storm for prospecting.

📰 Signals2▸

HIGH📌 Expansion· 2026-03-31WEB

Nationwide opens 30k sq ft Melville HQ, brings 100+ jobs with more hiring planned

Nationwide unveiled its new ~30k sq ft office at 1305 Walt Whitman Road in Melville on March 23 alongside local leaders. The move brings 100+ jobs to the site with plans for additional hiring. Also promoted Yasser Valdes Herrera to president of Americasa (Spanish-language division).

Your Move

Target hiring managers for the 100+ new roles. Frame: 'As you onboard new LOs into the Melville HQ, Homebot gives them a branded client engagement tool from day one. $125/mo Starter plan scales to Pro as they grow their book.' Also congratulate Yasser Valdes Herrera on the Americasa promotion.

Homebot Angle

HIGH📌 Hiring· 2026-03-22CR

Nationwide hiring 4 roles: Bilingual LOA, 2 MLOs, all in March/April 2026

Four active job postings: Bilingual Loan Officer Assistant (United States), two Mortgage Loan Officer roles (Melville, NY + United States). All posted March 2026.

Your Move

Layer this into the HQ expansion story. Nationwide is hiring aggressively across LOA and MLO roles — perfect time to pitch Homebot as the day-one engagement tool for new hires.

Homebot Angle

New LOs need tools immediately. Homebot is live in 15 minutes — no IT integration required. Total Expert already in place means easy sync via Zapier or direct integration.

Pacific Residential Mortgage, Llc

gomortgage.com· IMBENT Customer🟩Healthy↻ Thin context

The newly merged GO Mortgage is expanding aggressively under new tech-focused CEO Jay Promisco. With combined 14-state footprint and 35 branches, this is a high-growth account undergoing transformation—prime for vendor consolidation and upsell.

🔑 They Know Us1▸

Kirsten Cassidy · Director of Marketing CR

Previously at: PacRes Mortgage (Homebot customer)

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."

📰 Signals2▸

HIGH🏢 M&A· 2025-01-14WEB

GO Mortgage and Pacific Residential Mortgage complete merger

The companies finalized their merger announced in May 2024, officially unifying under the GO Mortgage brand. Combined volume totals $974.6M from 2,881 originations. The merger expands GO's West Coast presence while PacRes gains Midwest/East Coast reach across 14 states.

Your Move

Immediately reach out to confirm Homebot coverage across the merged entity. Identify which CSM owns the relationship post-merger and ensure no gaps in service during integration.

Homebot Angle

Mergers create duplicate systems and integration chaos. Position Homebot as the retention glue during LO uncertainty—borrowers need consistent touchpoints when their LO's email address changes. This is a cross-sell/upsell moment.

HIGH👤 Leadership· 2026-01-22WEB

GO Mortgage names former Sierra Pacific leader Jay Promisco as CEO

Jay Promisco, former president of Sierra Pacific Mortgage, was named CEO of GO Mortgage following the acquisition of Sierra Pacific's assets. Promisco is a vocal AI advocate focused on tech-enabled efficiency and retail channel growth. He stated winners will be the most efficient, tech-enabled platforms.

Your Move

Flag to Enterprise AE: New CEO is explicitly focused on tech-enabled platforms and retail originator success. Schedule intro meeting to position Homebot as core to his 'AI + efficiency' strategy.

Homebot Angle

Promisco's AI focus creates perfect opening. Homebot's data-driven retention and automated borrower engagement align with his vision. This is C-suite opportunity, not branch-level—Enterprise play.

Royal United Mortgage

royalunitedmortgage.com· IMBProspect

Royal United has 140 producing LOs and 0% Homebot penetration. Hiring surge = prospecting window. Target the hiring managers + individual LOs as they onboard.

📰 Signals1▸

HIGH📌 Hiring· 2026-04-10CR

Royal United hiring 8+ Loan Advisor roles across Indianapolis and Austin

Eight active Loan Advisor postings across Indiana and Texas: Loan Advisor (Austin, Indianapolis, Indiana general), Inside Sales Advisor, Real Estate Equity Advisor, Home Loan Representative, Mortgage Finance Advisor, Home Finance Advisor. All posted March 2026.

Your Move

Target new hires in their first 30 days before they lock in competing tools. Frame: 'As you onboard these 8+ Loan Advisors, Homebot gives them a client engagement platform from day one. $125/mo Starter plan includes 100 clients + 1 agent co-sponsor.'

Homebot Angle

Royal United is scaling aggressively. New LOs = blank tech stack. Homebot positions as the retention layer that makes their lead gen spend work harder (they invest in training programs per job descriptions, so they value LO success tools).

Waterstone Mortgage Corporation

waterstonemortgage.com· IMBENT Customer🟩Healthy

Waterstone is actively recruiting top producers and promoting from within, signaling growth momentum despite challenging market. The company posted Q4 profitability for the third consecutive quarter.

📰 Signals2▸

MEDIUM👤 Leadership· 2026-02-12WEB

Waterstone Mortgage announces four leadership promotions

Waterstone promoted Casey Seefeldt to VP of Capital Markets, Melissa Wagner to VP of HR, Scott Howard to Director of Information Security, and Zach McCarthy to Director of Financial Planning & Analysis. Seefeldt has nearly 25 years of mortgage experience and joined in 2014.

Your Move

Reach out to congratulate the promoted leaders, especially Casey Seefeldt (VP Capital Markets) and Zach McCarthy (Director FP&A) to explore Homebot opportunities with their teams during this transition period.

Homebot Angle

Leadership transitions create windows for new vendor introductions. New VPs need tools to demonstrate early wins to their teams—Homebot can be positioned as a retention and production driver for branch managers and LOs.

HIGH📈 Hiring· 2026-04-15WEB

Waterstone hires Jeremy Moreithi as Northern Virginia branch manager

Jeremy Moreithi, a 20-year veteran from Envoy Mortgage with $46.4M in 2025 volume, joined as branch manager in Ashburn, VA. Margie Hennessey (VP Eastern Sales) called his integrity and expertise unmatched. The hire aligns with Waterstone's growth strategy in key markets.

Your Move

Contact Jeremy Moreithi directly to introduce Homebot as a competitive edge for his new branch—he's proven producer looking to differentiate in the Mid-Atlantic market.

Homebot Angle

New branch managers need to recruit and retain LOs. Moreithi moved from Envoy; position Homebot as the tool that helped him stand out at his last shop and can do the same at Waterstone. Flag to Enterprise AE (Margie Hennessey, VP level).

American Portfolio Mortgage Corporation

goapmc.com· IMBProspect

American Portfolio has 74 producing LOs and 50% Homebot penetration. The account already has Brooks Kelly (SVP) as a TKWWA contact from GO! Coaching. Low urgency this week — focus on higher-priority accounts.

🔑 They Know Us1▸

Brooks Kelly · SVP, Divisional Sales Manager & Mortgage Loan Originator CR

Previously at: GO! Coaching (Homebot customer)

SF Champion

Brooks Kelly was a Champion at GO! Coaching (Homebot customer). They know the product. Now in SVP, Divisional Sales Manager & Mortgage Loan Originator at American Portfolio Mortgage Corporation Nmls# 175656. Lead with familiarity: "Hey Brooks, I know you used Homebot at GO! Coaching — would love to show you what's new since then."

📰 Signals1▸

LOW📌 Hiring· 2026-04-10CR

American Portfolio hiring Staff Accountant (Palatine, IL)

One active job posting: Staff Accountant in Palatine, IL (posted April 2026).

Your Move

Low priority (finance role, not LO-facing), but flag to any LO contacts: 'As you scale operations (I see the Staff Accountant hire), make sure your LOs have tools to scale their client engagement too. Homebot = $225/mo for 500 clients.'

Homebot Angle

Operational expansion = company is investing in infrastructure. LOs need scalable tools too — Homebot automates client engagement so LOs can focus on closing deals.

Planet Home Lending

planethomelending.com· IMBProspect

Total Expert

Planet has 145 producing LOs, 8% penetration, and two TKWWA contacts (Candice McNaught, Nickolas Blair). Use them as warm door-openers. Moderate urgency — focus on higher-priority accounts first.

🔑 They Know Us2▸

Candice McNaught · SVP of Business Development and Strategic Initiatives CR

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."

Nickolas Blair · Senior Marketing Manager, Technology Implementations CR

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."

📰 Signals1▸

MEDIUM📌 Hiring· 2026-04-11CR

Planet Home Lending hiring 10+ roles: Loan Counselor, Call Center, CSR, interns (April 2026)

Ten active job postings across servicing and operations: Loan Counselor (3x, Meriden CT), Default Call Center Team Lead (Irving TX), Customer Service Rep (2x), Loan Boarding Specialist Intern, Payoff Specialist Intern, Loan Operations Specialist Intern, Default Fulfillment Processor Intern.

Your Move

Low priority (mostly servicing/intern roles), but Planet has two TKWWA contacts: Candice McNaught (SVP Biz Dev, ex-Supreme Lending) and Nickolas Blair (Sr. Marketing Manager, ex-First Texas Homes). Reach out to them: 'Hey [First Name], I know you used Homebot at [Previous Company] — would love to show you what's new since then. I see Planet is hiring aggressively on the servicing side — on the origination side, Homebot is the LO engagement layer your team needs.'

Homebot Angle

Planet is a large national lender (145 active LOs, 8% penetration) with Total Expert already in place. Homebot plugs directly into TE — no manual uploads, automatic client sync. TKWWA contacts = warm door-openers.

Roundpoint Mortgage Servicing (Freedom Mortgage subsidiary)

roundpointmortgage.com· IMBProspect

Roundpoint is a servicing-focused subsidiary of Freedom Mortgage. 21 producing LOs, 10% Homebot penetration. The servicing focus creates an angle: pitch Homebot as the LO retention layer that Freedom/Roundpoint LOs can use to drive repeat business from that servicing book.

📰 Signals2▸

LOW📌 Recognition· 2026-03-19WEB

RoundPoint recognized as STAR performer by Fannie Mae for service quality

RoundPoint Mortgage Servicing, a subsidiary of Two Harbors (which is merging with UWM Holdings), was recognized as a STAR performer across various categories by Fannie Mae for exceptional service quality.

Your Move

Lower priority (servicing award, not origination), but flag to any LO contacts: 'Congrats on the Fannie Mae recognition — as a servicing-focused shop, Homebot gives your origination side the engagement layer to drive repeat business from that servicing book.'

Homebot Angle

Servicing-heavy shops often neglect LO retention tools. Homebot positions as the missing piece: 'You're great at servicing loans — now keep those clients engaged so they come back to YOU for the next transaction.'

LOW📌 Hiring· 2026-04-10CR

Roundpoint hiring 10+ roles: Foreclosure, Insurance, QA, Customer Service (March/April 2026)

Ten active job postings across default servicing, insurance claims, QA, and customer service. All servicing-side roles (Foreclosure Lien Monitoring, Insurance Claim Specialist, Default Claims QA, Loss Mitigation, Bankruptcy QA, Disclosure Specialist).

Your Move

Flag to any LO contacts: 'I see you're hiring heavily on the servicing side — makes sense given the Fannie Mae recognition. On the origination side, Homebot gives LOs a retention tool to keep clients engaged post-close.'

Homebot Angle

Servicing expansion = company invests in loan management. Homebot is the origination counterpart: keep clients engaged so they don't just SERVICE the loan, they ORIGINATE the next one with you.

Nova Financial (NOVA Home Loans)

novahomeloans.com· IMBENT Customer🟩Healthy↻ Thin context

Nova is a managed customer (CSM: Megan Griesser) with 125 active LOs and 66% penetration. The hiring surge is an expansion opportunity for Megan to drive. Flag it to her, but this is not your direct action item.

🔑 They Know Us1▸

Bree Kruger LO · Business Development CR

Previous Homebot customer employee

SF Champion

Bree Kruger LO (Business Development) has Champion relationship flags from a previous Homebot customer. They already know the product. Lead with: "I see you've worked with Homebot before — would love to reconnect and show you what's changed."

📰 Signals1▸

MEDIUM📌 Hiring· 2026-04-09CR

Nova hiring 14 roles: Loan Officer Associates, Team Coordinator, Funder, Compliance (March/April 2026)

Fourteen active job postings: Loan Officer Associate (Scottsdale AZ, Apr 2026), Funder (Tucson AZ), Team Loan Coordinator (University Place WA), Loan Officer Associate (University Place WA), Marketing Accounting Assistant (2x, Tucson AZ), Branch Loan Coordinator (Tucson AZ), Loan Officer Associate Bilingual Spanish (Peoria AZ).

Your Move

Lower priority (Nova is already a managed customer under CSM Megan Griesser with 66% penetration). Flag to Megan: 'Nova is hiring aggressively — 14 new roles across AZ/WA. Expansion opportunity to capture these new LOs as they onboard.'

Homebot Angle

Nova is a managed customer with strong penetration. The hiring surge = expansion opportunity the CSM can take upstream. Each new LO = incremental MRR.

Alerus Financial (Alerus Mortgage)

alerus.com· IMBProspect

Total ExpertEncompass

Alerus has 22 producing LOs, 5% penetration, and Total Expert + Encompass (integration opportunity). Low urgency this week — focus on higher-priority accounts.

📰 Signals1▸

LOW📌 Hiring· 2026-04-12CR

Alerus hiring 6 roles: Call Center, Commercial Banking, Compliance (April 2026)

Six active job postings: Call Center Specialist - Retirement & Benefits (2x, Minnesota), Commercial Banking Associate (Fargo, ND), Retirement Compliance Administrator Senior (Minnesota), Third-Party Risk Analyst (Minnetonka), Retail Loan Collections Manager (Shoreview).

Your Move

Low priority (non-LO roles), but flag to any contacts: 'I see you're hiring across operations — as you scale, make sure your LOs have tools to scale their client engagement too.'

Homebot Angle

Operational expansion = company is investing in infrastructure. LOs need scalable tools too.

HomeDrop 🔥🔥Active week