Brittany Summerford — HomeDrop

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

Territory Pulse

18Accounts

3Urgent

7Joiners

13Signals

0Hiring

🎯 #11st Signature Lending, LLC: Senior MLO Scott Haigh joins from Cardinal Financial — tool decision window open

⚡ #2Rize Mortgage: Maurice Wilson launches as Branch Manager — building team from scratch

📈 #3Golden Empire Mortgage, Inc: Gregory Sandler named Consumer Direct Division Leader — division-level tech decisions

Your Week at a Glance

What's moving across your accounts

Scott Haigh 🔗 (Sr. MLO) just landed at 1st Signature Lending from Cardinal Financial — 6 weeks left in his tool decision window, call him this week with the Starter pitch at $125/mo.

Maurice Wilson 🔗 joined Rize Mortgage as Branch Manager after 2 years at Revolution Mortgage — he's building a new branch, perfect timing to position Homebot as his client engagement foundation.

Gregory Sandler 🔗 started as Consumer Direct Division Leader at Golden Empire Mortgage (GEM) this month — division leadership role means he's setting up tools for his entire team, pitch enterprise seat pricing.

Altitude Financial is an existing Homebot customer with Christian Alexander as CSM, but only 23% penetration across 48 LOs — 37 LOs still uncaptured, this is a CSM expansion play not direct outreach.

Planet Home Lending has 145 LOs with just 8% penetration and a Target hunting license — Candice McNaught 🔗 (SVP Business Development) used Homebot at Supreme Lending, lead with familiarity and the 134 uncaptured LOs as expansion opportunity.

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

Scott Haigh 🔗 (Sr. MLO) joined 1st Signature Lending from Cardinal Financial — 6 weeks left in his tool decision window, call him this week with $125/mo Starter pitch.

Done➕ Calendar

Maurice Wilson 🔗 is building a new branch at Rize Mortgage as Branch Manager — perfect timing to pitch Homebot as his team's engagement platform ($225/mo Pro per LO or enterprise seat pricing for multiple LOs).

Done➕ Calendar

Gregory Sandler 🔗 started as Consumer Direct Division Leader at Golden Empire Mortgage — division-level decision maker, pitch enterprise rollout for his entire channel (104 LOs, only 9% penetration).

Done➕ Calendar

Candice McNaught 🔗 (SVP Business Development at Planet Home Lending) and Nickolas Blair 🔗 (Sr. Marketing Mgr, Tech Implementations) both used Homebot at prior employers — flag to Sam Bakeris (ENT AE) as warm expansion opportunity (145 LOs, 8% penetration, 134 uncaptured).

Done➕ Calendar

Brooks Kelly 🔗 (SVP, Divisional Sales Manager at American Portfolio Mortgage) was a Champion at GO! Coaching — reach out with 'Hey Brooks, I know you used Homebot at GO! Coaching. Let's talk about rolling it out to your division.'

Done➕ Calendar

🚨 Urgent This Week3 alerts

🚨 ACT NOW · 1st Signature Lending, LLC

Senior MLO Scott Haigh joins from Cardinal Financial — tool decision window open

Scott Haigh joined 1st Signature Lending as Senior Mortgage Loan Officer in March 2026 after 6 months at Cardinal Financial. He's been in the industry since 2024 with stops at Union Home Mortgage prior. Fresh hire = 30-day tool decision window still open.

Your Move

Call Scott this week. Frame: 'New to 1st Signature? Homebot helps you stay top-of-mind with your database from day one. $125/mo Starter plan gets you 100 clients, 100 prospects, and 1 agent co-sponsor — perfect foundation while you're building.' LinkedIn: https://linkedin.com/in/scott-haigh-1251421b

Homebot Angle

New LOs haven't locked in their tech stack yet. Scott needs client engagement infrastructure immediately. Homebot is live in 15 minutes, no IT integration required. Position as the retention layer that keeps his past clients warm while he builds new business at 1st Signature.

⚡ ACT THIS WEEK · Rize Mortgage

Maurice Wilson launches as Branch Manager — building team from scratch

Maurice Wilson joined Rize Mortgage as Branch Manager in March 2026 after nearly 2 years as Branch Production Sales Manager at Revolution Mortgage. He's also President of The Wilson Group since 2004. Branch Manager role = he's recruiting LOs and setting up infrastructure.

Your Move

Reach out to Maurice this week. Frame: 'Building your branch at Rize? Homebot gives every LO on your team a branded client engagement platform. Pro plan at $225/mo covers 500 clients + 1,500 prospects per LO — or we can discuss enterprise seat pricing if you're onboarding multiple originators.' LinkedIn: https://linkedin.com/in/mwilso123

Homebot Angle

Branch Managers control tool selection for their teams. Maurice is in setup mode right now — perfect timing to position Homebot as the standardized engagement layer across his branch. If he brings on 3+ LOs, enterprise pricing at ~$150/seat makes this a no-brainer.

⚡ ACT THIS WEEK · Golden Empire Mortgage, Inc

Gregory Sandler named Consumer Direct Division Leader — division-level tech decisions

Gregory Sandler joined GEM Mortgage as Consumer Direct Division Leader in March 2026. He's also Founder of USALending.AI (since 2023) and Co-Founder/Managing Partner at USA Investment Group LP (since 2017). Division Leader role means he's setting strategy and tools for the entire Consumer Direct channel.

Your Move

Contact Gregory this week. Frame: 'As you're setting up the Consumer Direct division at GEM, Homebot can be your team's engagement backbone. We work with enterprise lenders to roll out standardized client engagement across divisions — happy to show you how it works and discuss volume pricing.' LinkedIn: https://linkedin.com/in/greg-sandler

Homebot Angle

Division Leader = top-down decision authority. Gregory isn't just picking tools for himself, he's standardizing for his entire Consumer Direct team. GEM has 104 producing LOs with only 9% Homebot penetration — this is a enterprise rollout opportunity. Position as the engagement platform that unifies his division's client communication.

Account Details18 accounts

Rize Mortgage (Standard Mortgage Capital LLC)

rizemtg.com· IMBProspect

37 producing LOs, only 3% penetration. Maurice and Ivania are fresh hires (tool decision window open). Howard Vernick is Division Manager who used Homebot at Hamilton Home Mortgage — warm door into the account. Frame as expansion: 'Your Division Manager knows Homebot from his prior shop — let's get the rest of your team onboard.'

🔑 They Know Us1▸

Howard Vernick · Division Manager CR

Previously at: Hamilton Home Mortgage (Homebot customer)

SF Decision Maker

Howard Vernick was a Decision Maker at Hamilton Home Mortgage (Homebot customer). They know the product. Now in Division Manager at Rize Mortgage. Lead with familiarity: 'Hey Howard, I know you used Homebot at Hamilton Home Mortgage — would love to show you what's new since then.'

🟢 New Joiners2▸

Maurice Wilson·Branch Manager

From: Revolution Mortgage

Started 2026-03 CR

Your Move

Call Maurice this week. Branch Manager = team builder. Frame Homebot as the engagement platform for his entire branch: 'As you're recruiting LOs, Homebot gives each one a branded client touchpoint. Pro plan at $225/mo per LO, or we can discuss enterprise seat pricing for your team.'

Homebot Angle

Branch Managers control tool selection. Maurice is in setup mode right now — he's building infrastructure for his team. Homebot can be the standardized engagement layer across his branch. If he's bringing on 3+ LOs, enterprise pricing makes this a simple decision.

Ivania Ferrufino·Mortgage Loan Originator

From: Coast2Coast Mortgage, LLC

Started 2026-03 CR

Your Move

Reach out to Ivania this week. New MLO at Rize — tool decision window is open. Lead with: 'Just joined Rize? Homebot keeps you connected with your database — personalized home equity reports every month. $125/mo to start, scales as you grow.'

Homebot Angle

Ivania just moved shops. She's rebuilding momentum at a new lender. Homebot gives her a consistent touchpoint with past clients from Coast2Coast while she establishes herself at Rize. Position as the retention tool that bridges the transition.

Pacific Residential Mortgage, Llc

gomortgage.com· IMBENT Customer🟩Healthy↻ Thin context

PacRes is now part of Go Mortgage with a new tech-focused CEO. With only 18 producing LOs at 6% penetration, this is a greenfield opportunity to get in early with Promisco's retail expansion push.

🔑 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."

📰 Signals1▸

HIGH🏢 M&A· 2026-01-22WEB

Go Mortgage and Pacific Residential Mortgage complete merger; Jay Promisco named CEO

Go Mortgage (Columbus, Ohio) and Pacific Residential Mortgage (PacRes, Portland, Oregon) completed their merger on January 14, 2025, unifying under the Go Mortgage brand. The deal significantly expanded Go's West Coast presence. On January 22, 2026, Go Mortgage named longtime lending executive Jay Promisco (former Sierra Pacific president) as CEO. Promisco is an AI advocate focused on boosting retail channel growth, tech-enabled platforms, and operational efficiency.

Your Move

Reach out to new CEO Jay Promisco or President Melissa Stashin (from PacRes) to introduce Homebot as part of their AI/tech-enabled platform strategy. Emphasize automation and LO success—Promisco's stated priorities.

Homebot Angle

Promisco is all-in on AI and tech. Go+PacRes merger created $974.6M combined volume (2024) with retail expansion goals. Position Homebot as the AI-powered client engagement layer that supports Promisco's vision of 'tech-enabled platforms focused on originator success.'

1st Signature Lending, LLC

1stsignaturelending.com· IMBProspect

19 producing LOs, 0% Homebot penetration. Scott is the fresh opening — new hire = open tool window. Sam Bakeris (ENT AE) owns the account overall but individual LO outreach is your play.

🟢 New Joiners1▸

Scott Haigh·Senior Mortgage Loan Officer

From: Cardinal Financial Company, Limited Partnership

Started 2026-03 CR

Your Move

Direct outreach this week. Lead with tool decision window: 'New to 1st Signature? Most LOs lock in their tech stack in the first 30-45 days. Homebot keeps you top-of-mind with your database — $125/mo Starter gets you going.' Reference his Cardinal background to build rapport.

Homebot Angle

Scott needs client engagement infrastructure immediately. He's building his book at a new shop — Homebot gives him a branded touchpoint with past clients while he develops new business. Position as the retention tool that makes his database work for him.

Golden Empire Mortgage, Inc (GEM)

gemcorp.com· IMBProspect

104 producing LOs, only 9% penetration, 11 job openings in last 60 days. Gregory Sandler is the division-level opening — he's setting up Consumer Direct infrastructure. Hiring surge means more LOs to equip. Position Homebot as the standardized engagement platform for his entire division.

🟢 New Joiners1▸

Gregory Sandler·Consumer Direct Division Leader

From: USALending.AI (Founder), USA Investment Group LP (Co-Founder/Managing Partner)

Started 2026-03 CR

Your Move

Contact Gregory this week. Division Leader role = top-down decision authority. Frame: 'As you're building out Consumer Direct at GEM, Homebot can standardize client engagement across your division. We work with enterprise lenders on volume pricing — happy to show you the platform and discuss economics.' LinkedIn: https://linkedin.com/in/greg-sandler

Homebot Angle

Gregory isn't picking tools for himself — he's standardizing for his entire Consumer Direct channel. GEM has 104 LOs with only 9% Homebot penetration. This is an enterprise rollout opportunity. Position as the engagement platform that unifies his division's client communication and drives repeat/referral business.

📰 Signals1▸

MEDIUM📌 Hiring· 2026-03-25CR

GEM hiring NMLS Licensing Coordinator, Branch Ops Supervisor, VP Quality Control, multiple managers

GEM posted 11 job openings in the last 60 days including NMLS Licensing Coordinator (Bakersfield), Branch Operations Supervisor (CA), VP of Quality Control (Bakersfield), Non-Producing Branch Manager (Los Gatos), Loan Production Manager (Los Gatos), and Processing Manager (Los Gatos). Hiring at this volume signals growth and expansion, especially with multiple management roles.

Your Move

Use the hiring momentum in your pitch to Gregory Sandler: 'I see GEM is scaling fast — NMLS Coordinator, Branch Ops, multiple managers. As you onboard new LOs, Homebot gives them client engagement infrastructure from day one. No learning curve, no IT lift.'

Homebot Angle

Growth = more LOs who need tools immediately. Each new hire is a potential Homebot subscriber. If Gregory is standardizing tech for his division, position Homebot as the engagement layer that new LOs get on day one. 'Your new Branch Managers can roll Homebot out to their teams — we handle onboarding.'

Atlantic Coast Mortgage, Llc

atlanticcoastmortgage.com· IMBENT Customer🟩Healthy

ACM is in aggressive growth mode with recent M&A. $1.73B YTD volume and 114 producing LOs at 132% penetration suggests strong upsell opportunity post-Tidewater integration.

🔑 They Know Us2▸

Nick Gallagher · Executive Vice President CR

Previously at: Lower (Homebot customer)

SF Decision MakerDecision Maker in Customer Company

Nick Gallagher was a Decision Maker at Lower (Homebot customer). They know the product. Now in Executive Vice President at Atlantic Coast Mortgage. Lead with familiarity: "Hey Nick, I know you used Homebot at Lower — would love to show you what's new since then."

Heather Mitchell · SVP Growth & Market Expansion CR

Previously at: Edge Advisors (Homebot customer)

SF Decision Maker

Heather Mitchell was a Decision Maker at Edge Advisors (Homebot customer). They know the product. Now in SVP Growth & Market Expansion at Atlantic Coast Mortgage. Lead with familiarity: "Hey Heather, I know you used Homebot at Edge Advisors — would love to show you what's new since then."

📰 Signals1▸

HIGH🏢 M&A· 2025-12-30WEB

Atlantic Coast Mortgage acquires Tidewater Mortgage Services

Atlantic Coast Mortgage LLC, a Fairfax, Virginia-based mortgage lender licensed in 40 states, completed acquisition of Tidewater Mortgage Services Inc. on January 14, 2025 (announced Dec 30, 2025). The deal adds approximately 45 loan officers and support staff to ACM's team and expands its footprint into the Mid-Atlantic and Southeast regions. President Jon Coy called it 'an important step' in the company's expansion.

Your Move

Schedule discovery call with President Jon Coy or newly joined TMS leadership (Melissa Stashin or Eric Wiley) to discuss how Homebot can support post-merger integration and LO onboarding.

Homebot Angle

M&A creates integration headaches. ACM just added ~45 LOs from Tidewater—perfect timing to pitch Homebot as unified client engagement platform that helps new LOs retain books of business and cross-sell during transition.

Stockton Mortgage

stockton.com· IMBProspect

184 producing LOs, only 1% penetration. Jessica Morales (SVP Real Estate/Vendor Sourcing) was Champion & Main POC at NRL Mortgage — she knows Homebot well. Melanie is the new joiner opening. Frame as expansion: 'Your SVP Jessica Morales knows Homebot from NRL — let's get the rest of your LOs onboard.'

🔑 They Know Us1▸

Jessica Morales · Senior Vice President Real Estate and Vendor Sourcing CR

Previously at: NRL Mortgage (Homebot customer)

SF ChampionMain POC in Customer Company

Jessica Morales was a Champion & Main POC at NRL Mortgage (Homebot customer). They know the product. Now in Senior Vice President Real Estate and Vendor Sourcing at Stockton Mortgage. Lead with familiarity: 'Hey Jessica, I know you used Homebot at NRL Mortgage — would love to show you what's new since then.'

🟢 New Joiners1▸

Melanie Pollick·Mortgage Loan Officer

From: Lending Heights Mortgage (3 months), Victorian Finance (7 years)

Started 2026-03 CR

Your Move

Reach out to Melanie this week. She just moved from Lending Heights after only 3 months there (transition from 7-year stint at Victorian Finance). Frame: 'New to Stockton? Homebot helps you stay connected with your database through all the transitions. $125/mo Starter plan gets you going — personalized home equity reports keep you top-of-mind.' LinkedIn: https://linkedin.com/in/melanie-pollick-3529a68

Homebot Angle

Melanie has been through 2 job changes in 3 months. She's rebuilding stability at Stockton. Homebot gives her a consistent client touchpoint regardless of lender transitions. Position as the engagement tool that travels with her — 'Your clients see YOUR brand, not your employer's.'

Planet Home Lending, LLC

planethomelending.com· IMBProspect

Total Expert

145 producing LOs, 8% penetration, Target hunting license. Candice McNaught (SVP Business Development) and Nickolas Blair (Sr. Marketing Mgr, Tech Implementations) both used Homebot at prior employers — warm relationships. Planet is expanding into Tennessee and hiring heavily on ops side. Flag to Sam Bakeris (ENT AE who owns the account): 'Two Champions from prior Homebot customers now at Planet + Tennessee expansion + heavy ops hiring = enterprise rollout opportunity. 134 uncaptured LOs.'

🔑 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.'

📰 Signals2▸

MEDIUM📌 Expansion· 2026-03-31WEB

Planet Home Lending expands into Tennessee with Michael Thayer (MLO, 20+ years experience)

Planet announced March 31, 2026 that MLO Michael Thayer (NMLS# 173264, 20+ years experience) joined to expand presence in Tennessee. This is a geographic expansion signal.

Your Move

Michael Thayer is ENT territory (Sam Bakeris owns Planet Home Lending), but flag this expansion to Sam: 'Planet is expanding into Tennessee with experienced MLO Michael Thayer. New geography = new LO hiring ahead.' Don't pitch Thayer directly — he's part of a 145-LO account owned by ENT.

Homebot Angle

Geographic expansion = new LOs being recruited in Tennessee. Planet has 145 LOs with only 8% penetration and a Target hunting license. This Tennessee expansion could be an opening for broader rollout. Flag to Sam, not direct outreach.

LOW📌 Hiring· 2026-04-11CR

Planet hiring extensively: Loan Counselor, Default Call Center Lead, CSR roles, multiple ops positions

Planet posted job openings for Loan Counselor (Meriden, CT), Default Call Center Team Lead (Irving, TX), Customer Service Reps, Loan Boarding Specialist intern, Payoff Specialist intern, Loan Ops Specialist intern, Default Fulfillment Processor intern. Heavy operational hiring, mostly servicing/fulfillment roles, not mortgage LOs.

Your Move

Skip individual outreach on these roles — they're servicing/ops, not LO positions. But the volume of hiring signals growth. Flag to Sam Bakeris (ENT AE): 'Planet is hiring heavily on the servicing/ops side — growth momentum that could support broader Homebot rollout across their 145 LOs.'

Homebot Angle

Heavy hiring = growth signal. Planet has 145 LOs with only 8% penetration. This isn't an LO hire wave, but the operational expansion signals company-wide growth. Frame to Sam: 'They're scaling infrastructure — good timing to pitch enterprise rollout.'

Waterstone Mortgage Corporation

waterstonemortgage.com· IMBENT Customer🟩Healthy

Waterstone is investing in leadership across capital markets, HR, and analytics. With 135 producing LOs at 30% penetration, this is expansion mode—time to position Homebot for scale.

📰 Signals1▸

HIGH👤 Leadership· 2026-02-12WEB

Waterstone Mortgage announces four leadership promotions

National mortgage lender Waterstone Mortgage Corp. announced on February 12, 2026 the promotion of four employees to leadership roles at its home office: 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 and analysis.

Your Move

Reach out to the newly promoted VPs (Seefeldt and Wagner) and directors to congratulate them and explore how Homebot can support their teams during this growth phase.

Homebot Angle

Leadership transitions create opportunity to introduce new tools. Waterstone's $1.95B volume (Modex) and promotion of capital markets, HR, and FP&A leaders signals investment in infrastructure—perfect timing to pitch Homebot as LO retention and client engagement tool.

Matador Lending

matadorlending.comProspect

13 producing LOs, 8% penetration. Marcos is the new Sr. LO with a 7-year database from Network Funding. Matador is hiring more LOs in TX. Position Homebot as the retention tool for established LOs like Marcos and the day-one engagement platform for new hires.

🟢 New Joiners1▸

Marcos Maya·Sr. Loan Officer

From: Network Funding, LP (7 years)

Started 2026-03 CR

Your Move

Contact Marcos this week. He spent 7 years at Network Funding before joining Matador — long tenure means he's established, likely bringing a solid database. Frame: 'New to Matador? Homebot keeps you connected with your clients through the transition. $225/mo Pro plan handles 500 clients + 1,500 prospects — perfect for a Sr. LO with an established book.' LinkedIn: https://linkedin.com/in/marcosmmaya

Homebot Angle

Marcos has a 7-year database from Network Funding. He needs a retention tool that keeps those past clients engaged while he builds momentum at Matador. Homebot's monthly Home Digest keeps him top-of-mind — 'Your clients still see YOU, not Network Funding.'

📰 Signals1▸

LOW📌 Hiring· 2026-02-08CR

Matador hiring Mortgage Loan Officers in Sugar Land and Houston

Matador posted 2 Mortgage Loan Officer openings in the last 60 days: Sugar Land, TX (Feb 2026) and Houston, TX (Sep 2025, closed). Hiring LOs = growth signal.

Your Move

Use the hiring momentum in your outreach to Marcos: 'I see Matador is growing in Texas — hiring LOs in Sugar Land and Houston. As you're building your team, Homebot gives each LO a client engagement platform from day one.'

Homebot Angle

Growth = more LOs to prospect. Each new hire at Matador is a potential $125-300/mo subscriber. Frame Homebot as the engagement layer new LOs get on day one — no learning curve, live in 15 minutes.

American Portfolio Mortgage Corporation

goapmc.com· IMBProspect

74 producing LOs, 50% penetration = 37 LOs uncaptured. Brooks Kelly (SVP, Divisional Sales Manager) was a Champion at GO! Coaching — warm relationship. Reach out: 'Hey Brooks, I know you used Homebot at GO! Coaching. You're in a Divisional Sales Manager role now — let's talk about rolling Homebot out to your team.' This is a warm expansion play.

Northern Mortgage Services, LLC

northernmtg.com· IMBProspect

16 producing LOs, 6% penetration. Jim Gussman (Branch Manager) was a Champion at Cherry Creek Mortgage — warm relationship. 1 Loan Originator opening in Michigan. Reach out to Jim: 'Hey Jim, I know you used Homebot at Cherry Creek. You're Branch Manager now at Northern Mortgage — let's get your team onboard. Saw you're hiring an LO in Byron Center — perfect timing to roll out Homebot.'

🔑 They Know Us1▸

Jim Gussman · Branch Manager CR

Previously at: Cherry Creek Mortgage, LLC (Homebot customer)

SF Champion

Jim Gussman was a Champion at Cherry Creek Mortgage, LLC (Homebot customer). They know the product. Now in Branch Manager at Northern Mortgage. Lead with familiarity: 'Hey Jim, I know you used Homebot at Cherry Creek Mortgage, LLC — would love to show you what's new since then.'

📰 Signals1▸

LOW📌 Hiring· 2026-03-30CR

Northern Mortgage hiring Loan Originator, Metal Finish, Assembler roles (mix of mortgage + manufacturing?)

Northern Mortgage posted 10+ job openings including Loan Originator (Byron Center, MI), Metal Finish (Grand Rapids, MI), Assembler (Plainfield, IN), Flat Laser Operator (Grand Rapids), Manual Welder (Grand Rapids), Allison Case Wash Tech (Wyoming, MI). This is bizarre — the Metal Finish/Assembler/Welder roles suggest they're a manufacturing company, not just mortgage. Likely a data error or they have a parent company in manufacturing.

Your Move

Ignore the manufacturing roles. The Loan Originator opening (Byron Center, MI, posted Mar 30) is the only mortgage-relevant signal. Northern Mortgage has 16 LOs with 6% penetration. If you're prospecting in Michigan, reference the Loan Originator opening: 'Saw you're hiring in Byron Center — as you onboard new LOs, Homebot gives them client engagement from day one.'

Homebot Angle

1 Loan Originator opening = 1 fresh LO to prospect once hired. Not a massive signal but if you're working Michigan accounts, it's a hook. The manufacturing job postings are noise — focus on the LO role.

Homeowners Financial Group Usa, Llc

homeownersfg.com· IMBENT Customer🟩Healthy↻ Thin context

HFG has a strong culture of top producer recognition. With 102 producing LOs at 110% penetration, focus on upsell to the 17 Scotsman honorees who need retention tools to protect their books.

📰 Signals1▸

MEDIUM🏆 Award· 2026-03-30WEB

17 Mortgage Professionals Recognized on Scotsman Guide's 2026 Top Originators List

Homeowners Financial Group announced in late March/early April 2026 that 17 of its Licensed Mortgage Professionals were recognized on the Scotsman Guide Top Originators list for 2026, including top performers like Jess Uphoff (#232 by dollar volume), Cameron Owens, Cameron Walters, Casey Cutter, and others. To qualify, originators must meet rigorous benchmarks including at least $25 million in loan volume or 75 closed loans/units within the previous calendar year.

Your Move

Congratulate the 17 top originators (especially Jess Uphoff and the Camerons) and offer Homebot demos to help them scale their success and retain their books of business.

Homebot Angle

Top producers need tools to scale. HFG's 17 Scotsman Guide honorees are crushing it—pitch Homebot as the platform that helps high-volume LOs automate client engagement, generate repeat/referral business, and protect their databases.

Altitude Financial Corporation

altitudehomeloans.com· IMBENT Customer🟨Watch

Existing Homebot customer with Christian Alexander as CSM. 48 producing LOs, 23% penetration = 37 LOs still uncaptured. This is a CSM expansion opportunity, not direct SMB outreach. Flag to Christian: 'Low penetration + expansion opportunity flag = new LO captures = net-new revenue, fuels upsell conversation.'

Premier Mortgage Resources, LLC

pmrloans.com· IMBProspect

122 producing LOs, 3% penetration, 12 job openings. Premier launched a new DPA product (acquisition focus) and is hiring heavily (growth signal). Low penetration + hiring surge = opportunity. Position Homebot as the retention layer that complements their acquisition push: 'You're getting borrowers into homes — Homebot keeps you connected for life.'

📰 Signals2▸

MEDIUM📌 Product Launch· 2025-03-11WEB

Premier Mortgage launches PMR Home Start down payment assistance program nationwide

Industry Watch article from March 2025 reports Premier Mortgage launched 'Premier Home Start', a new down payment assistance program designed to make homeownership more accessible nationwide. This is a product innovation signal.

Your Move

Use the product launch as a conversation hook with Premier LOs: 'Saw you launched Premier Home Start — down payment assistance programs drive new buyer volume. Homebot complements that perfectly: once those first-time buyers close, Homebot keeps you top-of-mind for their next transaction + referrals.'

Homebot Angle

Down payment assistance = more first-time buyers closing loans. Premier is focused on acquisition. Homebot is the retention layer: 'You're helping buyers get into homes — Homebot keeps you connected with them for life. 86% of engaged Homebot clients transact with their LO.'

MEDIUM📌 Hiring· 2026-04-08CR

Premier hiring Loan Officer Assistants, Sr. Processors, Marketing Assistants, Vendor Mgmt

Premier posted 12 job openings in last 60 days: Loan Officer Assistant (Bend, OR + Seneca, SC), Sr. Loan Processor (remote + Dallas), Marketing Assistant (Meridian, ID), Vendor Management Specialist, Loan Officer (general). Mix of LO support, ops, and marketing.

Your Move

Premier has 122 LOs with only 3% penetration. The hiring surge (12 openings) signals growth. Reach out to Branch Managers or Regional VPs: 'I see Premier is scaling — hiring LOAs, processors, marketing support. As you onboard new LOs, Homebot gives them client engagement infrastructure from day one. $225/mo Pro plan or we can discuss enterprise seat pricing for your branches.'

Homebot Angle

Heavy hiring = more LOs to equip. Each new LO is a potential Homebot subscriber. Premier is growing fast — position Homebot as the standardized engagement platform new LOs get on day one. No learning curve, live in 15 minutes.

Primerica

primerica.com· IMBProspect

59 producing LOs, 2% penetration. Laura Pedi joined but she's on the investment side (not mortgage), so not a relevant contact. No other actionable signals this week. Keep on radar but no immediate action.

🟢 New Joiners1▸

Laura Pedi·Investment Representative

From: Mercor (Video Prompting), Scale AI (Queue Manager)

Started 2026-03 CR

Your Move

Laura's background is in video/AI work, not mortgage. Investment Representative at Primerica is a different role (financial services, not mortgage lending). Skip this one — not your territory.

Homebot Angle

N/A — Primerica Mortgage has 59 producing LOs but Laura is on the investment side, not mortgage origination. Not a relevant contact for Homebot.

Alerus Financial, N.A. (Alerus Mortgage)

alerus.com· IMBProspect

Total ExpertEncompass

22 producing LOs, 5% penetration, 6 anticipated LO growth. Job openings are corporate roles, not mortgage LOs. No actionable mortgage signals this week. Alerus uses Total Expert + Encompass (Homebot integrates with both) — good tech stack alignment, but no fresh hooks right now.

📰 Signals1▸

LOW📌 Hiring· 2026-04-12CR

Alerus hiring 6 roles including Call Center, Commercial Banking, Compliance, Loan Collections

Alerus posted 6 job openings in April 2026: Call Center Specialist (Retirement & Benefits, MN), Commercial Banking Associate (Fargo, ND), Retirement Compliance Admin (MN), Third-Party Risk Analyst (Minnetonka), Retail Loan Collections Manager (Shoreview), Commercial Banking Associate Lead (Phoenix). Most are corporate/operational roles, not mortgage LOs.

Your Move

Skip this one. The job openings are corporate/ops roles (compliance, risk, call center), not mortgage LOs. Alerus has 22 LOs with 5% penetration but no fresh LO hires to target. Keep on radar but no immediate action.

Homebot Angle

N/A — no mortgage LO hires in this batch. Alerus has Total Expert + Encompass in their tech stack (Homebot integrates with both), but without fresh LO movement, there's no urgency here.

Nova Financial & Investment Corporation (NOVA Home Loans)

novahomeloans.com· IMBENT Customer🟩Healthy↻ Thin context

Existing Homebot customer with Megan Griesser as CSM. 125 producing LOs, 66% penetration = strong adoption. 14 job openings signal growth. This is a CSM expansion conversation, not direct SMB outreach. NOVA just switched to Jungo CRM in Q1 2025 and Megan is working on integration — no action needed from Brittany.

🔑 They Know Us2▸

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."

Tech Marketing (NOVA Data POC) · Marketing Services Manager CR

Previous Homebot customer employee

Data POC in Customer Company

Tech Marketing (NOVA Data POC) (Marketing Services Manager) has Data POC 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▸

LOW📌 Hiring· 2026-04-09CR

NOVA hiring 14 roles: Loan Officer Associates, Team Coordinator, Funder, Compliance, Marketing

NOVA posted 14 job openings including Loan Officer Associate (Scottsdale, University Place), Team Loan Coordinator (University Place), Funder (Tucson), Senior Compliance Specialist (Troy), Marketing Accounting Assistant (Tucson), Marketing Technology Specialist (Tucson), Branch Loan Coordinator (Tucson). Mix of LO support and operational roles.

Your Move

NOVA is an existing Homebot customer with Megan Griesser as CSM. 66% penetration = strong adoption already. The hiring signals growth, but this is a CSM upsell conversation, not direct SMB outreach. Flag to Megan: 'NOVA hiring Loan Officer Associates in Scottsdale + University Place, plus ops roles. Good time to check if new LOs are getting onboarded to Homebot.'

Homebot Angle

Existing customer with strong penetration. New LO hires should be rolled into Homebot automatically. This is a CSM retention/expansion play: 'Make sure new LOAs get Homebot access on day one.' Not a direct sales action for Brittany.

Residential Wholesale Mortgage, Inc. (RWM)

rwmloans.com· IMBENT Customer🟨Watch

Existing Homebot customer with Laura Powers as CSM. 73 producing LOs, 82% penetration = very strong adoption. Only 13 LOs uncaptured. This is a CSM retention account, not a growth play. No action needed from Brittany.

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