HomeDrop 📊Steady week

Weekly intel for Megan Griesser
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
1
Renewals Next 30d
1
Renewals Next 90d
3
Expansion Candidates
Total ARR at Risk: $123,336 1 of 8 accounts with signals
Your Week at a Glance
Portfolio pulse — what's moving across your book
Eight accounts in portfolio, one renewal critical this week.
Mortgage Equity Partners sits 15 days from May 1 renewal at $123K ARR — negotiation mode after non-renewal notice turned into contract leverage play.
Wings Credit Union renewal is 607 days out at $198K ARR but status notes say 'pricing negotiations' despite being 20 months early — verify if this is stale or active expansion motion.
Goosehead Insurance announced Martin Thornthwaite's appointment as General Counsel March 30 — zero ARR account, but new legal leadership + insurance-LO partnership trend could be an inbound vector.
No external hiring surges or M&A this week across the book.
✅ Monday Morning To-Dosspecific actions, named owners, this week
Confirm negotiation terms with Sean Riley at Mortgage Equity Partners by Friday — 15 days to May 1 renewal, 60-day cancellation window already passed.
➕ Calendar
Schedule expansion conversation with Christy Bunce at New American Funding by end of April — size the 1,347 producing LO whitespace capture play (404 seats at 30% conversion = +$708K ARR).
➕ Calendar
Reach out to Drew Gillett at Guild by Friday to propose capacity tier upgrade (650K → 1M clients) — account is 146% over contracted capacity, +$126K ARR opportunity.
➕ Calendar
Connect with Angela D'Acquisto at Nova Financial by end of April to propose 15K client capacity increase bundled with Pro Plus tier lock — prevent overage billing, capture +$43K ARR upgrade.
➕ Calendar
0
New Joiners
8
Active Accounts
0
Signals
0
Urgent
🔄 Renewal Action Queue1 account
Critical
Mortgage Equity Partners Llc
15 days until renewal
Confirm negotiation terms with Sean Riley by Friday — 15 days to close and 60-day cancellation window already passed.
NextStep says Sean Riley's non-renewal notice was a negotiation tactic, not a real churn threat. Renewal Notice stage at 15 days out means proposal should already be delivered per playbook. Strategy aims for Pro > Pro Plus > All-in capacity upgrade, but MEP has history of tech issues — confirm pricing and close timeline this week before May 1.
Your plan:Sean riley emailed non renewal notice 3/2/26, but sounds like they just want to negotiate contract and they intend to renew
🔗 SF Opp· Renewal Notice Provided
$123,336/yr
ARR
🚀 Expansion Spotlight3 accounts
New American Funding, Llc
+$708K ARR
404 seats × $145/mo × 30% conversion
Signal
1,347 producing LO whitespace (1,521 total producing vs 174 active on Homebot). Seat-based contract at 80 seats, currently 163 filled — 2× over contracted capacity signals demand. YoY volume up 20.1%, $16.8B trailing twelve. Account goals explicitly target Top 5 status via $8B+ production growth.
Your Move
Schedule expansion conversation with Christy Bunce by end of April — size the whitespace capture play (conservative 30% of 1,347 = 404 new seats) and align to their aggressive growth roadmap.
Nova Financial & Investment Corporation
+$43K ARR
15K client capacity add + Pro Plus tier differential
Signal
Client capacity at 90% utilization (62,988 of 70,000 clients used) with Pro Plus upgrade strategy already documented. Strategy notes say 'working to get in front of the right folks to talk about weaving Pro Plus into the existing contract' — timing is now before capacity ceiling hits.
Your Move
Connect with Angela D'Acquisto by end of April to propose capacity increase (70K → 85K clients) bundled with Pro Plus tier lock — prevent overage billing and capture the upgrade.
Guild Mortgage Company Llc
+$126K ARR
350K client capacity × $0.30/client
Signal
Client capacity 146% over contracted (953,135 of 650,000 clients used) — already in overage billing territory. YoY volume up 9.5%, $27.7B trailing twelve. Account goals prioritize 'staying ahead of competition' — capacity constraint directly conflicts with that goal.
Your Move
Reach out to Drew Gillett by Friday to propose capacity tier upgrade (650K → 1M clients) — frame as proactive capacity management vs reactive overage billing.
Account Details8 accounts
homebot HomeDrop · 2026-04-16