HomeDrop 📊Steady week

Weekly intel for Mike Zanatta
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
2
Renewals Next 30d
4
Renewals Next 90d
1
Expansion Candidates
Total ARR at Risk: $238,248 3 of 17 accounts with signals
Your Week at a Glance
Portfolio pulse — what's moving across your book
Five renewals in motion across your 17-account book: two critical (Era Key in 2 days, American Financing in 14 days), two approaching 60-day windows (Re/Max Premier, Truity), and one overdue anomaly (Windermere, flagged for parent verification).
$238K ARR in the next 60 days, all tracking green or yellow sentiment.
Expansion whitespace emerging at Everett Financial (Supreme) — 36 active vs ~450 producing LOs, plus an open unlimited CSA opp in Discovery.
No major external signals this week — job postings at American Financing and Space Coast are routine operational hiring, not expansion indicators.
✅ Monday Morning To-Dosspecific actions, named owners, this week
Confirm signature status with Cheryl Taylor at Era Key by Wednesday — renewal is April 18, 2 days out.
➕ Calendar
Execute American Financing renewal path by Friday — get new annual contract to Logan Graham for review, then route to Devan Barrett-Roybal for signature.
➕ Calendar
Reach out to Kelly Barthlow and Nancy Deichman at Re/Max Premier this week to schedule PHR — 40 days to renewal.
➕ Calendar
Schedule early May PHR with Mark Wilburn at Truity Federal — prep usage data showing 71% client capacity fill and 88% LO engagement.
➕ Calendar
Connect with Grant Horvath on the Everett Financial unlimited CSA expansion opp — push Discovery → Proposal this month to capitalize on 400+ LO whitespace.
➕ Calendar
0
New Joiners
17
Active Accounts
0
Signals
0
Urgent
🔄 Renewal Action Queue5 accounts
Critical
Era Key
2 days until renewal
Confirm signature status with Cheryl Taylor by end of day Wednesday — renewal is April 18, inside the 60-day cancellation window.
Renewal in 2 days at $10.8K ARR, Renewal Anticipated stage. No recent engagement signal in SF. Parent account is Hunt Mortgage Corporation — all agents co-branded with Hunt at $18/agent. Cheryl Taylor is broker POC.
🔗 SF Opp· Renewal Anticipated
$10,800/yr
ARR
Critical
American Financing Corporation
14 days until renewal
Execute on next step — get new annual contract to Logan Graham for review, then route to Devan Barrett-Roybal for signature by end of week.
Renewal April 30 at $67.2K ARR, Committed stage with clear path to close. NextStep already scoped by CSM Sam Bakeris: contract review with Logan, then SVP signature. Two VP-level job postings (Product Ops, Security) signal operational growth, not immediate expansion trigger.
Your plan:Get copy of new annual term to Logan for review and then send to Devan (SVP) for signatures
🔗 SF Opp· Committed
$67,200/yr
ARR
Approaching
Re/Max Premier
40 days until renewal
Reach out to Kelly Barthlow and Nancy Deichman this week to schedule 90-day renewal notice conversation — kickoff PHR prep.
Renewal May 26 at $16.8K ARR, 40 days out (approaching the 60-day cancellation window). Yellow sentiment. Seat-based contract with 78 contracted seats, only 1 filled — but this is a broker aggregation deal where low seat fill is structural, not a risk signal. Champion and decision maker both identified.
· Renewal Anticipated
$16,848/yr
ARR
Approaching
Truity Federal Credit Union
46 days until renewal
Schedule PHR with Mark Wilburn for early May — prep usage data showing 71% client capacity fill and 88% LO engagement.
Renewal June 1 at $72K ARR, 46 days out. Green sentiment. Client Capacity contract with strong utilization (14,133 / 20,000 clients, 7 of 8 LOs actively engaging). Status notes from 2022 reference slow executive approval process — get ahead of it with early PHR scheduling.
🔗 SF Opp· Renewal Anticipated
$72,000/yr
ARR
Approaching
Windermere Real Estate
289 days overdue
Confirm account status with Erin Johnson (account owner) — description says churned 7/1/25, but renewal date still shows in system.
Account flagged as overdue but description makes clear Windermere enterprise churned July 2025, replaced with individual agent sign-ups at discounted pricing. Account owner is Erin Johnson, not you. $0 ARR, red sentiment. Likely needs admin cleanup to reflect Closed Lost status rather than stale renewal.
⚠ Needs human review: Account shows July 2025 renewal date (289 days overdue) but $0 ARR, red sentiment, and account description explicitly states 'expected to churn on 7/1' with individual agent promo codes replacing enterprise. Verify if this should be marked Closed Lost or if there's residual activity under the promo structure.
➕ CalendarCSM
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ARR
🚀 Expansion Spotlight1 account
Everett Financial, Inc.
+$100K ARR
unlimited CSA conversion of 400+ whitespace LOs
Signal
Supreme Lending showing 36 active LOs on Homebot but ~450 producing LOs across the company (per Tim Elkins' hybrid enterprise model). Existing unlimited CSA expansion opp in Discovery stage targeting corp-pay rollout. April job postings in product/security ops signal continued platform investment.
Your Move
Connect with Grant Horvath (ENT AE, account owner) on the open Supreme CSA unlimited opp — push Discovery → Proposal this month. Tim and Megan are already engaged on tech bundle strategy.
Account Details17 accounts
homebot HomeDrop · 2026-04-16