Connor Parsons — HomeDrop

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

Portfolio Health

Overdue Renewals

Renewals Next 30d

Renewals Next 90d

Expansion Candidates

Total ARR at Risk: $1,044,780 8 of 13 accounts with signals

Your Week at a Glance

Portfolio pulse — what's moving across your book

13 accounts, $1.7M ARR in play.

Two renewals inside 30 days — Das Acquisition ($337K) committed for May 1, American Pacific ($194K) at 46 days with proposal draft due this week.

Huntington closed a $1.4M enterprise expansion April 13 (effective June 1), nearly 4× the base contract — validation of the non-mortgage POC strategy.

loanDepot and Atlantic Coast both closed expansion add-ons this month, momentum building.

External news light — loanDepot's 5-minute loan product with Figure positions them for volume growth, Huntington expanding retail footprint.

Hiring signals at Intercap (BDM + LOA roles) and Cardinal (LO role closed March 15) suggest capacity strain — expansion timing.

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

Finalize draft proposal and send to Michael Guidotti at American Pacific by Thursday — June 1 renewal at $194K ARR needs exec review before 60-day window.

Done➕ Calendar

Follow up with Kerry Fitzgerald and Pattie Castillo at SWBC by Tuesday — leadership was reviewing 3 proposals week of March 16, decision overdue for $238K renewal.

Done➕ Calendar

Pitch Tier 6 upgrade ($336K ARR) to Brock Worthen at Intercap during May PHR — absorbs 27 LO overages, adds 20K client headroom for $80K ARR lift.

Done➕ Calendar

Confirm Das Acquisition signature timing with Timothy Spencer by Friday — $337K renewal effective May 1, only 15 days out.

Done➕ Calendar

Engage Lewis Tong at SoFi in May to assess 74-LO whitespace ($130K ARR potential) — yellow sentiment + scope reduction to 1 LO needs strategic clarity before September renewal.

Done➕ Calendar

New Joiners

Active Accounts

Signals

Urgent

🔄 Renewal Action Queue7 accounts

CriticalCommit

Das Acquisition Company, Llc

15 days until renewal

Confirm final contract signature timing with Timothy Spencer by Friday — effective date is May 1, 15 days out.

Renewal committed at $337K ARR. Last CSM touchpoint was March 13 when DAS verbally committed. Status notes say account next steps dated August 2025 — refresh needed before close.

Your plan:CP 3/13/26 - DAS has committed to renewing

🔗 SF Opp· Committed

$337,320/yr

ARR

Approaching

American Pacific Mortgage Corporation

46 days until renewal

Finalize draft proposal and send to Traci O'Connor by Thursday — she needs it for Michael Guidotti's review ahead of the June 1 renewal.

Renewal at $194K ARR, 46 days out. NextStep says draft proposal due to Traci for review. Expansion opp ($216K, Contracts stage) running parallel — renewal motion confirmed, not stalled.

Your plan:CP 4/6 - Create a draft proposal and send to Traci for review

🔗 SF Opp· Committed

$193,644/yr

ARR

ApproachingBest Case

Swbc Mortgage Corporation

45 days until renewal

Follow up with Kerry Fitzgerald and Pattie Castillo by Tuesday — leadership review was scheduled for the week of March 16, decision should be in hand.

Renewal at $238K ARR, 45 days out. Three proposals delivered (1-3 year options), leadership review in progress. Best Case forecast — confirm decision by end of week.

Your plan:CP 3/13 - 3 proposals were shared with Kerry & Pattie (1-3 year options). They are bringing these to leadership the week of the 16th to make the final call.

🔗 SF Opp· Proposal Delivered

$238,260/yr

ARR

Prepare

The Huntington National Bank

74 days until renewal

Prep PHR deck for late May — $360K base renewal plus $1.4M expansion effective June 1. Use expansion win as validation of non-mortgage ROI narrative.

Base renewal at $360K ARR, 74 days out. Enterprise expansion ($1.4M, effective June 1) just closed — signals strong exec buy-in. Renewal should be straightforward; use expansion momentum for early engagement.

🔗 SF Opp· Renewal Anticipated

Done➕ CalendarCSM

$360,000/yr

ARR

Prepare

Intercap Lending Inc.

76 days until renewal

Schedule PHR with Brock Worthen for mid-May — 76 days out, good time to surface usage data and lock renewal before 60-day cancellation window.

Renewal at $256K ARR, 76 days out. 123 active LOs, 45% engagement, 77% client capacity filled. Hiring signals (BDM + LOA roles) suggest growth — renewal + expansion conversation.

🔗 SF Opp· Renewal Anticipated

$255,600/yr

ARR

Horizon

Mason Mcduffie Mortgage, Llc

107 days until renewal

Reach out to Chuck Iverson by end of month to schedule early Q2 check-in — renewal is August 1, 107 days out.

Renewal at $168K ARR, 107 days out. 100 active LOs, 69% client capacity filled, 38% engagement. TE integration pending — progress check needed before renewal window.

🔗 SF Opp· Renewal Anticipated

Done➕ CalendarCSM

$168,000/yr

ARR

Horizon

Sofi Bank, National Association

159 days until renewal

Connect with Jared Newton in May to assess account health — scope reduced to 1 LO, renewal is September 22 but early engagement needed to discuss expansion or contraction.

Renewal at $25K ARR, 159 days out. Yellow sentiment — scope reduced to just Kara Whitman. 3 active LOs vs 77 producing LOs suggests massive whitespace or strategic pivot. Early conversation critical.

🔗 SF Opp· Renewal Anticipated

$24,900/yr

ARR

🚀 Expansion Spotlight3 accounts

Intercap Lending Inc.

+$80K ARR

Tier 6 upgrade absorbs 27 LO overages, adds 20K client headroom

Signal

April 2026: Intercap posted BDM and LOA roles — headcount up 15% YoY (107 producing LOs → 123 active). Client capacity at 77% (46K of 60K used), 27 LOs already in overages. Growth + capacity strain = upsell timing.

Your Move

Pitch Tier 6 upgrade (80K clients, $28K/mo = $336K ARR) to Brock Worthen during May PHR — absorbs existing overages, locks in growth runway for $80K ARR lift.

Swbc Mortgage Corporation

+$94K ARR

25-seat block @ $173/seat absorbs overages + whitespace

Signal

SWBC at 216% seat utilization (108 seats filled on 50 contracted) — already over capacity. 155 producing LOs, only 110 active on Homebot. 45 whitespace LOs × $192K base / 50 seats = $173/seat → $7.8K MRR ($94K ARR) expansion headroom.

Your Move

After renewal decision lands (due this week), pitch 25-seat block add-on to absorb overages and cover whitespace — $94K ARR expansion play for mid-year.

Sofi Bank, National Association

+$130K ARR

rollout to 74 whitespace LOs @ $175/seat

Signal

77 producing LOs, only 3 active on Homebot — 74 whitespace LOs. April 2026 news: SoFi ranked #1 in World's Best Banks, launched Big Business Banking platform. Growth momentum + massive whitespace = expansion or strategic pivot conversation.

Your Move

Engage Lewis Tong (sales leader) in May to assess appetite for enterprise rollout — 74 LO whitespace at $175/seat standard pricing = $130K ARR potential if exec buy-in shifts.

Account Details13 accounts

Das Acquisition Company, Llc

dasacquisition.com· IMBENT Customer🟩Healthy

Clients88%Seat Fill0%LO Engagement40%Penetration1%Active LOs240ContractClient Capacity

SnapshotRenewal 15 days out at $337K ARR, Committed stage.

SignalLast touchpoint March 13 when DAS verbally committed — account next steps stale (August 2025).

ActionConfirm signature timing with Timothy Spencer by Friday before May 1 effective date.

American Pacific Mortgage Corporation

apmortgage.com· IMB - Key AccountENT Customer - HL Signed🟩Healthy

Seat Fill183%Clients167%LO Engagement50%Penetration0%Active LOs202LOs (Producing)780Seats183/100ContractHunting License

SnapshotRenewal 46 days out at $194K ARR, Committed stage. Expansion opp ($216K, Contracts stage) running parallel.

SignalDraft proposal due to Traci O'Connor for Michael Guidotti's review (NextStep April 6).

ActionFinalize proposal by Thursday — renewal on track, expansion opp needs final push to close.

Swbc Mortgage Corporation

swbcmortgage.com· IMBENT Customer🟩Healthy

Seat Fill216%Clients253%LO Engagement60%Penetration1%Active LOs110LOs (Producing)155Seats108/50ContractSeat based

SnapshotRenewal 45 days out at $238K ARR, Proposal Delivered stage (Best Case forecast).

Signal3 proposals delivered (1-3 year options), leadership review scheduled week of March 16 — decision overdue.

ActionFollow up with Kerry Fitzgerald and Pattie Castillo by Tuesday to confirm final call.

The Huntington National Bank

huntington.com· BankENT Customer🟩Healthy

Clients100%LO Engagement46%Penetration1%Active LOs298LOs (Producing)429ContractClient Capacity

SnapshotBase renewal 74 days out at $360K ARR. $1.4M expansion closed April 13 (effective June 1) — 4× base contract, validates non-mortgage POC.

SignalNew branch in Fishcreek Plaza (March 27) + SEI Wealth Platform rollout signal continued growth investment.

ActionPrep PHR for late May — use expansion win as validation, lock renewal early.

📰 Signals2▸

MEDIUM📌 Expansion· 2026-04-13

Huntington closed $1.4M enterprise expansion April 13, effective June 1 — nearly 4× base contract.

Enterprise expansion opp closed April 13 at $1.4M ARR (effective June 1, 2026). Base renewal is $360K — expansion validates the non-mortgage POC strategy Grant Horvath and team pitched. Risk/Status notes say they're very happy with results, proving ROI to justify growth.

Your Move

Use expansion win as validation narrative in late-May PHR — lock base renewal early, leverage momentum.

MEDIUM📍 Branch Expansion· 2026-03-27

Huntington opened new branch in Fishcreek Plaza, March 2026.

New retail branch announced March 27. Combined with Morgan Stanley downgrade news (macro pressure, April 4) and SEI Wealth Platform rollout (March 31), Huntington is balancing growth with operational scrutiny. Expansion validates their tech stack investment appetite.

Your Move

No immediate action — renewal 74 days out, expansion already closed. Monitor for additional branch rollout signals post-renewal.

Loandepot.Com, Llc

loandepot.com· IMB - Key AccountENT Customer - HL Signed🟨Watch

Penetration0%Active LOs112LOs (Producing)1,396ContractHunting License

SnapshotCorp Paid model, 112 active LOs (1,396 producing — 1,284 whitespace). Renewal April 2027 (362 days out).

SignalCSA Unlimited add-on closed April 13 — Nate approved new pricing. Figure partnership (5-min loan product) + wholesale channel expansion signal growth.

ActionQ2 opt-in window approaching — prep automation messaging with Nate by May 1.

📰 Signals2▸

MEDIUM📌 Expansion· 2026-04-10

loanDepot launched 5-minute loan product with Figure, April 2026.

loanDepot partnered with Figure to launch a 5-minute loan product (announced April 10). Signals push toward speed/automation — aligns with Homebot's buyer engagement automation play. Combined with new wholesale lending channel (March 9) and builder partnership JV (March 30), loanDepot is expanding aggressively. Corp Paid model means more LO opt-ins = ARR growth without contract expansion.

Your Move

Reference Figure partnership in Q2 opt-in campaign messaging — position Homebot as the automation layer that feeds speed-to-close. Work with Nate McVicker to prep messaging by May 1.

MEDIUM📌 Expansion· 2026-03-09

loanDepot expanded into wholesale lending channel, March 2026.

New wholesale channel announced March 9 — signals headcount growth and broader LO base. More LOs = more opt-in potential under Corp Paid model. CSA Unlimited add-on closed April 13 (Nate approved new pricing).

Your Move

Track wholesale LO onboarding pipeline — coordinate with Nate McVicker to ensure new channel LOs are included in quarterly opt-in cohorts.

Intercap Lending Inc.

intercaplending.com· IMBENT Customer🟩Healthy

Clients77%LO Engagement45%Penetration1%Active LOs123ContractClient Capacity

SnapshotRenewal 76 days out at $256K ARR. 123 active LOs, 77% client capacity filled, 27 LOs in overages.

SignalBDM + LOA hiring signals growth strain. Status notes mention Tier 6 upgrade ($28K/mo = $336K ARR) as projected path.

ActionSchedule PHR with Brock Worthen for mid-May — present upgrade to absorb overages + lock expansion.

🔑 They Know Us2▸

Marketing Team · Marketing Director CR

Previous Homebot customer employee

SF Champion

Marketing Team (Marketing Director) 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."

Peter Holley · Marketing Operations Admin CR

Previous Homebot customer employee

Data POC in Customer Company

Peter Holley (Marketing Operations Admin) 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▸

MEDIUM📌 Expansion· 2026-03-12

Intercap hiring BDM and LOA roles, signals for growth.

BDM role posted March 12, LOA role posted January 22 (still open April 16). Active recruiting + 10% YoY volume growth (123 active LOs, up from 107 producing) signals capacity strain. Client capacity at 77% (46K of 60K used), 27 LOs in overages. Status notes mention projected Tier 6 upgrade ($28K/mo = $336K ARR).

Your Move

Pitch Tier 6 upgrade (80K clients, $28K/mo) to Brock Worthen during May PHR — absorbs overages, adds 20K headroom, $80K ARR lift.

Sofi Bank, National Association

sofi.org· BankENT Customer🟨Watch

Seat Fill0%Clients0%Penetration0%Active LOs3LOs (Producing)77ContractSeat based

SnapshotRenewal 159 days out at $25K ARR, yellow sentiment. Scope reduced to 1 LO (Kara Whitman) — 77 producing LOs, 74 whitespace.

SignalSoFi ranked #1 in World's Best Banks (April 10), launched Big Business Banking — growth signals but Homebot footprint shrinking.

ActionEngage Lewis Tong in May — assess expansion vs contraction before renewal window.

📰 Signals1▸

MEDIUM📌 Expansion· 2026-04-10

SoFi ranked #1 in World's Best Banks 2026, launched Big Business Banking.

SoFi took #1 spot in World's Best Banks (April 10), launched Big Business Banking platform for fiat + crypto (April 2). Positive momentum — but Homebot scope reduced to 1 LO (Kara Whitman). 77 producing LOs, only 3 active on Homebot = 74 whitespace. Yellow sentiment + 159 days to renewal suggests strategic pivot or contraction risk.

Your Move

Engage Lewis Tong (sales leader) in May to assess expansion appetite — 74 LO whitespace at standard pricing ($175/seat) = $130K ARR potential if exec buy-in shifts. If not, prep for contraction conversation.

Atlantic Coast Mortgage, Llc

atlanticcoastmortgage.com· IMBENT Customer🟩Healthy

Clients183%LO Engagement47%Penetration1%Active LOs153ContractClient Capacity

SnapshotRenewal 323 days out at $136K ARR. Expansion ($58K) closed March 5 — absorbed 183% client utilization overages.

SignalAccount notes: focused on PI rollout + NextWave CRM integration (February 28 note).

ActionNo action needed — monitor PI adoption through Q2, check integration progress in May.

🔑 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▸

MEDIUM📌 Expansion· 2026-03-05

Atlantic Coast closed $58K expansion March 5, 2026.

Expansion opp closed March 5 at $58K ARR — absorbed client capacity overages (183% utilization: 55K clients used on 30K contracted). Renewal not until March 2027 (323 days out). Account notes say focused on PI rollout + NextWave integration.

Your Move

No immediate action — expansion just closed. Monitor PI adoption and NextWave integration progress through Q2.

Mason Mcduffie Mortgage, Llc

masonmac.com· IMBENT Customer🟩Healthy↻ Thin context

Clients69%LO Engagement38%Penetration1%Active LOs100ContractClient Capacity

SnapshotRenewal 107 days out at $168K ARR. 100 active LOs, 69% client capacity filled, 38% engagement.

SignalGoals: establish TE data-in connection, grow co-sponsor count. TE integration pending.

ActionReach out to Chuck Iverson by end of April to schedule early Q2 check-in — confirm TE progress before renewal.

Summit Funding, Inc.

summitfunding.net· IMBENT Customer🟩Healthy

Seat Fill120%Clients174%LO Engagement29%Penetration0%Active LOs46LOs (Producing)138Seats42/35ContractSeat based

SnapshotRenewal 349 days out at $150K ARR. 46 active LOs (138 producing — 92 whitespace), 120% seat utilization.

SignalLOC role hiring (March 10) signals capacity strain. Status notes mention 200-LO Pro Plus contract in front of Summit.

ActionFollow up with Trey Rigdon on contract status — if stalled, pitch seat block add-on to absorb overages.

🔑 They Know Us1▸

Emmaleigh Murray · Marketing Manager CR

Previous Homebot customer employee

SF Champion

Emmaleigh Murray (Marketing Manager) 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📌 Expansion· 2026-03-10

Summit hiring LOC role, signals capacity strain.

Mortgage Loan Coordinator role posted March 10 (still open April 16). 138 producing LOs, only 46 active on Homebot — 92 whitespace. 120% seat utilization (42 filled on 35 contracted). Strategy notes mention Lender Pro Plus upgrade target. Status notes say contract in front of Summit for 200 LOs (Pro and Pro Plus).

Your Move

Follow up with Trey Rigdon on 200-LO Pro Plus contract status — if stalled, pitch 25-seat block add-on to absorb overages + whitespace ($44K ARR lift).

Castle & Cooke Mortgage, Llc

castlecookemortgage.com· IMBENT Customer🟩Healthy

Clients75%LO Engagement43%Penetration2%Active LOs65ContractClient Capacity

SnapshotRenewal 280 days out at $123K ARR. 65 active LOs, 75% client capacity filled, 43% engagement.

SignalAccount notes: working on deeper TE integration, importing buyers/agents, increasing PI adoption (February 28).

ActionNo immediate action — monitor TE progress, check PI adoption in Q2.

Pacific Residential Mortgage, Llc

gomortgage.com· IMBENT Customer🟩Healthy

LO Engagement52%Penetration0%LOs (from Seats)163ContractClient Capacity

⚠ SF shows 1 Active LO but Seats Filled = 163 — using Seats Filled. Worth refreshing Active LOs in SF when you get a moment. Client utilization tracked on parent (Go Mortgage, Llc).

SnapshotChild of Go Mortgage, Llc. Renewal 316 days out at $26K ARR. 1 Active LO in SF but 163 seats filled — data hygiene issue.

SignalAccount notes: merging with GO Mortgage, determining which PacRes + GO LOs continue with HB.

ActionRefresh Active LOs in SF, coordinate with Dave Bergstrom on post-merger LO roster.

Cardinal Financial Company, Limited Partnership

cardinalfinancial.com· IMBENT Customer🟩Healthy

Clients70%LO Engagement64%Penetration0%Active LOs40LOs (Producing)264ContractClient Capacity

SnapshotRenewal 351 days out at $69K ARR. 40 active LOs (264 producing — 224 whitespace), 70% client utilization.

SignalBest Companies award (March 2) + LO hiring signals stability. Status notes: 2021 ENT deal failed due to bill-back complexity.

ActionNo action needed Q1 — monitor for exec changes or process shifts that might revive ENT conversation.

🔑 They Know Us1▸

Peter Jacobs · Marketing Coordinator, B2B CR

Previous Homebot customer employee

Data POC in Customer Company

Peter Jacobs (Marketing Coordinator, B2B) 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▸

MEDIUM📌 Expansion· 2026-03-02

Cardinal named to 2026 Best Mortgage Companies to Work For list.

Cardinal recognized March 2 on Best Mortgage Companies list — culture-forward signal, positive retention indicator. LO role posted March 15 (closed) suggests recent hiring. 264 producing LOs, only 40 active on Homebot — 224 whitespace. Status notes say 2021 ENT deal fell through due to internal bill-back complexity.

Your Move

No immediate action — renewal 351 days out. Monitor for exec sponsor changes or bill-back process improvements that might revive ENT conversation in Q3.

HomeDrop 🔥Signals warming up

Huntington closed $1.4M enterprise expansion April 13, effective June 1 — nearly 4× base contract.

Huntington opened new branch in Fishcreek Plaza, March 2026.

loanDepot launched 5-minute loan product with Figure, April 2026.

loanDepot expanded into wholesale lending channel, March 2026.

Intercap hiring BDM and LOA roles, signals for growth.

SoFi ranked #1 in World's Best Banks 2026, launched Big Business Banking.

Atlantic Coast closed $58K expansion March 5, 2026.

Summit hiring LOC role, signals capacity strain.

Cardinal named to 2026 Best Mortgage Companies to Work For list.