HomeDrop 📊Steady week

Weekly intel for Laura Powers
Week of 2026-04-16
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Priority 9-10 Act now 7-8 This week 5-6 Monitor 3-4 Low 1-2 Info
Portfolio Health
0
Overdue Renewals
0
Renewals Next 30d
3
Renewals Next 90d
4
Expansion Candidates
Total ARR at Risk: $104,820 0 of 16 accounts with signals
Your Week at a Glance
Portfolio pulse — what's moving across your book
16 accounts in book — 3 renewals approaching within 60 days totaling $120K ARR, zero overdue.
Alameda Mortgage (50d out, $54K ARR) needs PHR scheduled before the 60-day cancellation window.
Mortgage Solutions of Colorado is 40 days out at $28K ARR, forecast Most Likely, but stuck waiting on legal approval post-bank acquisition — their corporate bandwidth is stretched thin.
The Mortgage Company (76d, $23K ARR) sits in the prepare zone with full seat utilization and healthy engagement — solid green light for renewal.
No external news signals this week across the portfolio.
✅ Monday Morning To-Dosspecific actions, named owners, this week
Schedule PHR with Jim Elford at Alameda Mortgage by Friday — 50 days to renewal means the 60-day cancellation window opens May 6.
➕ Calendar
Touch base with Robert Clennan at Mortgage Solutions of Colorado this week to confirm legal approval timeline — 50 LOs opted in but renewal is stuck waiting on compliance post-bank acquisition.
➕ Calendar
Prep expansion proposal for Becky Hale at Highlands Residential targeting 20-25 seats — 111 whitespace LOs and 12% YoY volume growth justify the upsell.
➕ Calendar
Propose 10-seat expansion to Dustin Demeritt at Radius Financial Group — seat + client utilization both near 80%, locking capacity now avoids overage pricing.
➕ Calendar
Schedule expansion call with Greg Pettersen at Residential Wholesale Mortgage to propose 2K client capacity add-on — 61% YoY volume surge + 75% utilization means they'll hit the cap soon.
➕ Calendar
0
New Joiners
16
Active Accounts
0
Signals
0
Urgent
🔄 Renewal Action Queue3 accounts
ApproachingMost Likely
Mortgage Solutions Of Colorado, Llc
40 days until renewal
Touch base with Robert Clennan this week to confirm legal timeline — 50 LOs opted in but waiting on compliance approval post-January bank acquisition.
40 days to renewal. Status notes confirm legal is bogged down after acquiring a bank in January — compliance approval and final contract signature are pending. 50 LOs already opted in, strong readiness signal, but renewal can't close until legal clears. Most Likely forecast reflects the delay risk.
Your plan:Laura to intro
🔗 SF Opp· Renewal Anticipated
$28,020/yr
ARR
Approaching
Alameda Mortgage Corporation
50 days until renewal
Schedule PHR with Jim Elford before end of April — you're 10 days inside the 60-day cancellation window.
50 days out, $54K ARR. NextStep says 'PHR in Feb' but it's mid-April — if that meeting didn't happen, you need to reschedule urgently. The 60-day cancellation clause means they can exit starting May 6. CSM sentiment is green, but the clock is ticking.
Your plan:PHR in Feb
🔗 SF Opp· Renewal Anticipated
$53,760/yr
ARR
Prepare
The Mortgage Company
76 days until renewal
Reach out to Dave Landin in early May to prep renewal conversation — account is healthy (100% seat fill, 70% engagement) and goal notes mention determining PI headcount for new addendum.
76 days out. All 10 seats filled, 70% LO engagement, sentiment green. Goals field says 'Determine PI headcount for new addendum' — suggests potential expansion conversation at renewal. Low-risk account, use the next 30 days to tee up the upsell.
🔗 SF Opp· Renewal Anticipated
➕ CalendarCSM
$23,040/yr
ARR
🚀 Expansion Spotlight4 accounts
Highlands Residential Mortgage, Ltd.
+$36K ARR
20 seats × $150/mo
Signal
157 producing LOs vs 46 active on Homebot — 111 whitespace LOs. Loan volume up 12% YoY ($2.5B trailing twelve months). Seat-based contract at 42% fill rate with 25K client capacity at 50% utilization suggests room to grow before hitting capacity constraints.
Your Move
Prep expansion proposal for Becky Hale targeting 20-25 net new seats (half the whitespace) — tie to volume growth and low current penetration across 157-LO origination team.
Radius Financial Group Inc.
+$20K ARR
10 seats × $170/mo
Signal
46 producing LOs vs 28 active — 18 LO whitespace. YoY volume up 39% ($887M TTM). Seat utilization at 77%, client capacity at 84% — nearing both constraints. Strategy notes say 'Expansion for new hires' and status notes confirm overages already sold in.
Your Move
Propose 10-seat expansion to Dustin Demeritt — cite the 18 whitespace LOs, volume growth, and near-capacity utilization as justification to lock in more seats now rather than pay overage pricing.
Residential Wholesale Mortgage, Inc.
+$7K ARR
2,000 clients × $0.30/client
Signal
73 producing LOs vs 60 active — 13 whitespace. Client capacity at 75% utilization (5,975 of 8K). YoY volume surged 61% ($1B TTM) — fastest growth rate in the book. Client Capacity contract, so expansion lever is bumping the 8K cap.
Your Move
Schedule expansion call with Greg Pettersen to propose 2K additional client capacity block — volume spike + 75% utilization means they'll hit the cap within a quarter.
Vellum Mortgage, Inc.
+$18K ARR
5,000 clients × $0.30/client
Signal
28 producing LOs vs 27 active — 96% penetration, near-complete coverage. Client Capacity contract at 76% utilization (15,181 of 20K). YoY volume up 16%. Strategy notes say 'Leverage relationship with Marketing Director (Bea) to get partnership opps uncovered.'
Your Move
Touch base with Greg Kingsbury to explore 5K client capacity add-on — they're three-quarters full and volume is climbing, so proactive expansion locks in budget before they hit overages.
➕ CalendarCSM
Account Details16 accounts
homebot HomeDrop · 2026-04-16