HomeDrop 🔥🔥🔥Hot week

Call Luke this week. He's building a livestream division at Barrett — digital-first mindset. Opener: 'You're joining Barrett which has team pricing for Homebot at $205/mo Pro. Your livestream audience needs consistent value touchpoints between broadcasts — Homebot delivers that automatically via monthly home equity digests.' Mention Brandon Blaettler (Sunstreet Homebot champion now at Barrett) as internal validation.

Paul came from a VP role at OriginPoint — experienced, likely has a sizable database. Pitch Unlimited plan ($250/mo): 'Load your entire OriginPoint book into Homebot, set it and forget it. Barrett's team pricing covers you, and you only pay for clients who engage.' He's at CMG concurrently (dual role?) — Homebot gives him a unified engagement layer across both shops.

Melissa ran her own brokerage for 8 years — entrepreneurial mindset, values tools she controls. Pitch: 'After 8 years building your own brand, Homebot keeps your clients engaged under YOUR name. Barrett's team pricing is $125/mo Starter or $205/mo Pro — fits whatever database size you're bringing over.'

Chaim moved up from LOA to broker role at NOVA, now broker at Barrett. Early-career growth trajectory. Pitch Starter plan ($125/mo): 'You're building your book — Homebot helps you stay top-of-mind from day one. 100 clients, $125/mo, upgrade as you grow. Barrett covers team pricing.'

William's background is wine/entertainment livestreaming — this is his first mortgage role. He's building the division alongside Luke Walker. Pitch: 'You're creating Barrett's livestream strategy. Homebot is the persistent engagement layer between your live events — keeps leads warm automatically with monthly home equity reports.'

David's surname matches the company (Barrett Financial) — possible family connection or coincidence. If family: 'You're at the namesake company — Homebot helps you leverage that brand equity with clients. Team pricing at $205/mo Pro.' If not family: standard pitch on team pricing.

Pete spent 5 years at Bell Bank — stable tenure, likely has a solid database. Pitch Pro plan ($205/mo): 'After 5 years at Bell Bank, you've got a book worth engaging. Homebot keeps those past clients warm automatically. Barrett's team pricing is $205/mo for 500 clients — load them all, Homebot does the rest.'

Call Paul this week. He's coming from Rocket (enterprise tools, structured environment) to Freedom (0% Homebot penetration, more entrepreneurial). Pitch: 'At Rocket you had corporate tech. At Freedom you get to build your own stack. Homebot is $125/mo to start, team pricing approved. Load your Mr. Cooper book and stay top-of-mind automatically.' He was Triple Crown at Rocket = top 1% producer = large database.

Flag Tracey to CSM Mike Zanatta for expansion tracking. CrossCountry has 10% Homebot penetration with 2,236 LOs still available. Tracey's career pivot (healthcare → mortgage) suggests she's building her book from scratch. If Mike wants to loop you in: pitch Starter plan with Total Expert integration angle (CrossCountry uses Total Expert).

Flag Richard to Mike Zanatta. His Branch Manager background (bank side) means he understands operational systems and may have influence beyond his individual book. If CrossCountry is expansion-focused (10% penetration, 2,236 LOs available), Richard could be a branch-level champion.

Flag Trevor to Mike Zanatta. He's a 4.5-year veteran (United Home Loans + UMortgage) joining CrossCountry. Likely has a 200-300 client database. Pro plan ($180/mo with CrossCountry team pricing if applicable) makes sense.

Flag Robert to CSM Megan Griesser for expansion tracking (NAF is existing customer, 11% penetration, 1,347 LOs available). Reverse mortgage specialists have unique value prop for Homebot: 'Your clients are aging in place. Homebot tracks their home equity and highlights reverse mortgage opportunities when equity builds. $145/mo NAF seat pricing.'

Unclear if Adam is a new joiner or existing NAF LO with updated title. Flag to Megan Griesser for clarification. If new joiner: standard pitch on NAF's $145/mo seat pricing. If existing: skip.

Flag Nicholas to Megan Griesser for expansion. 4 years at Fairway = established book (likely 300-500 clients). NAF's $145/mo seat pricing with 1,000-client capacity makes Pro plan equivalent a strong fit. Fairway → NAF move suggests he's looking for better comp/support — position Homebot as a retention tool that travels with him.

Call Rafael this week. His realtor background (3 years) means he understands referral partnerships. Pitch: 'You know how valuable agent relationships are from your realtor days. Homebot has a built-in agent co-sponsorship model — you sponsor agents for $10/mo, they get Homebot free, you get referrals. Loan Factory allows team pricing.' Start with Starter plan ($125/mo) since he's only 1 year into lending.

Call Alexander this week. He's coming from builder world (Lennar) + retail mortgage (Guild). Pitch: 'At Lennar you were capturing buyers at point-of-sale. At Loan Factory you need to stay top-of-mind AFTER the sale. Homebot keeps your closed clients engaged automatically — 86% of engaged clients transact with their LO again. $125/mo Starter, team pricing allowed.'

Flag Richard to CSM Natalie Bernal for expansion tracking (NEXA is existing customer, 7% penetration, 1,135 LOs available). Richard's 7.5 years in the industry = established book. NEXA's LOS Marketplace pricing is $120/mo Starter or $220/mo Pro with team deals allowed. Pitch Pro plan: '7+ years in the business = you've got a book worth engaging. NEXA's marketplace pricing is $220/mo for 500 clients + 1,500 prospects. Load them all, Homebot does the rest.'

Skip outreach — Jeffrey's title (Correspondent Account Executive) is B2B/wholesale side, not retail LO. He's not a Homebot buyer. Focus on the 253 LO job openings instead (33% anticipated growth = massive hiring surge). Target incoming retail LOs as they're announced.

Skip outreach — Madison's title (Mortgage Support Specialist) is ops/support role, not producing LO. She had a 5-month LO stint at Griffin Funding, but moved to support at Prosperity. Not a Homebot buyer unless she transitions back to production.