HomeDrop 📊Steady week

Weekly intel for Natalie Bernal
Week of 2026-04-16
Scan urgent items, filter by signal type, pin key accounts, or grab a PDF for your 1:1s.
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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
1
Renewals Next 90d
1
Expansion Candidates
Total ARR at Risk: $144,120 0 of 2 accounts with signals
Your Week at a Glance
Portfolio pulse — what's moving across your book
Two key accounts, both in Renewal Anticipated stage with healthy runway.
Nexa Mortgage renews August 21 (127 days) with $144K ARR and an active discovery-stage expansion targeting unlimited pricing — Grant's working to get on the next meeting with leadership.
Primary Residential renewed successfully in January with a restructured CSA that went live February 1, bringing LO marketplace pricing down to $95-185/month.
No external signals this week, no overdue renewals.
Both accounts are Corp Paid models with marketplace opt-in mechanics, so your primary motion is account creation velocity and LO onboarding support rather than utilization firefights.
✅ Monday Morning To-Dosspecific actions, named owners, this week
Schedule PHR prep with Grant by Friday — Nexa's 90-day renewal notice window opens July 23, and Mike Kortas wants best pricing, so bundle guidance needs to be locked before formal outreach.
➕ Calendar
Pull Nexa marketplace adoption metrics (monthly opt-ins, Pro vs Starter mix since November) this week — Grant needs concrete ROI data to pitch the unlimited tier to Von and Geri.
➕ Calendar
Monitor your onboarding@homebot.ai queue daily — both accounts rely on 1-2 biz day account creation turnaround, and any backlog creates friction with the LO marketplace experience.
➕ Calendar
0
New Joiners
2
Active Accounts
0
Signals
0
Urgent
🔄 Renewal Action Queue1 account
Horizon
Nexa Mortgage, Llc
127 days until renewal
Schedule PHR prep meeting with Grant this week — renewal notice window opens in 37 days (90-day mark is July 23), and Grant's context notes say Mike wants best pricing, which means you need contract/bundle guidance finalized before the formal notice goes out.
Renewal is 127 days out, well within the horizon window. Grant's last next-step (November 2025) was to get guidance on bundle pricing from Renato — that's now 5 months stale. With the 90-day notice requirement approaching and Mike Kortas known to push hard on pricing, the prep work needs to start now so Grant can send a confident proposal by mid-July.
🔗 SF Opp· Renewal Anticipated
$144,120/yr
ARR
🚀 Expansion Spotlight1 account
Nexa Mortgage, Llc
+TBD ARR
unlimited site license replaces per-LO marketplace
Signal
Open Discovery-stage expansion targeting unlimited pricing model. Grant logged next-step on April 9 to call David and get on the next meeting with Von/Geri to pitch the unlimited tier. Nexa's current Corp Paid marketplace model has 80 active LOs opting in individually — an unlimited deal would convert this to enterprise site license, eliminating friction and increasing penetration.
Your Move
Support Grant's unlimited pitch by pulling together current marketplace adoption metrics (total LO opt-ins month-over-month since November 2025 relaunch, average plan mix Pro vs Starter) so he has a concrete ROI narrative when he gets in front of Von and Geri.
Account Details2 accounts
homebot HomeDrop · 2026-04-16