Noah Franco — HomeDrop

Priority 9-10 Act now 7-8 This week 5-6 Monitor 3-4 Low 1-2 Info

Territory Pulse

14Accounts

3Urgent

4Joiners

10Signals

0Hiring

🎯 #1AdvantageFirst Lending: Jessica Tinaza joins as Senior MLO from New American Funding

⚡ #2ML Mortgage Corp: Arnold Perez hired as Branch Manager from NEXA/Layton

📈 #3Lakeview Loan Servicing: Two MLOs join Lakeview from Rocket and Mr. Cooper in last 30 days

Your Week at a Glance

What's moving across your accounts

Jessica Tinaza joined AdvantageFirst Lending as Senior MLO in March from New American Funding — she's 6 weeks into her new role and hasn't locked in her tech stack yet, call her this week.

Arnold Perez started as Branch Manager at ML Mortgage in March after running teams at NEXA and Layton — new BMs build their stack in the first 90 days, reach out now.

Lakeview hired Timothy Arrigo and Christian Carrillo as MLOs in the last 30 days — both came from Mr. Cooper and Rocket, prime window to show them Homebot before they settle on tools.

Allied Mortgage (existing Homebot customer under Jeff Slaughter) has 18% penetration across 65 LOs with 53 still available to capture — low-hanging expansion opportunity, coordinate with Jeff to target the non-users.

Nations Lending (managed by Abby Bogart) sits at 31% penetration with 116 LOs still uncaptured — expansion play fueled by their 12 open job postings signaling 4% growth ahead.

✅ Monday Morning To-Dosspecific actions, named owners, this week

Jessica Tinaza at AdvantageFirst Lending (6 weeks into new Senior MLO role) — call this week before she locks into tools.

Done➕ Calendar

Arnold Perez at ML Mortgage (new Branch Manager building his team) — position Homebot as team infrastructure, potential 10+ seat deal.

Done➕ Calendar

Lakeview hired Timothy Arrigo and Christian Carrillo as MLOs in last 30 days from Rocket/Mr. Cooper — both in tool-decision window, hit them now.

Done➕ Calendar

Allied Mortgage: 18% penetration, 53 LOs uncaptured — coordinate with CSM Jeff Slaughter on expansion play targeting non-users.

Done➕ Calendar

Nations Lending: Jessica Peña knows Homebot from a prior role — warm door-opener for expansion conversation with CSM Abby Bogart (31% penetration, 116 LOs available).

Done➕ Calendar

🚨 Urgent This Week3 alerts

🚨 ACT NOW · AdvantageFirst Lending

Jessica Tinaza joins as Senior MLO from New American Funding

Jessica Tinaza 🔗 started as Senior Mortgage Loan Officer at AdvantageFirst Lending on March 1st after 16 months at New American Funding. She's 6 weeks into the role — still in the 30-day tool decision window where new LOs are building their tech stack.

Your Move

Cold outreach this week. LinkedIn message or email: 'Hey Jessica, congrats on the move to AdvantageFirst. New role = fresh start on your tech stack. Homebot helps you stay top-of-mind with your database from day one — $125/mo to start, scales with you. 15-minute demo?'

Homebot Angle

New LOs haven't locked in their engagement tools yet. Homebot gives her a branded home equity digest that keeps her clients engaged between transactions — critical for building repeat/referral business in a new shop. She came from NAF (large shop) to a 54-LO broker — she needs tools that make her stand out individually.

🚨 ACT NOW · ML Mortgage Corp

Arnold Perez hired as Branch Manager from NEXA/Layton

Arnold Perez 🔗 joined ML Mortgage as Branch Manager in March after leading teams at NEXA Lending and Layton Mortgage. He's building out his branch infrastructure right now — new BMs make tech decisions in the first 90 days.

Your Move

Outreach this week positioning Homebot as his team engagement layer. 'Arnold, congrats on the BM role at ML Mortgage. You're building your branch stack right now — Homebot gives your LOs a turnkey client engagement tool. $125/mo per LO, or we can talk team pricing if you're rolling it out across your branch. Want to see a demo?'

Done➕ Calendar

Homebot Angle

Branch Managers are buying Homebot for their teams at the SMB level. Arnold is standing up a new branch — he needs tools that make his LOs productive fast. Homebot is live in 15 minutes, no IT lift. If he equips his team with it, every LO has a branded home equity digest working for them.

🚨 ACT NOW · Lakeview Loan Servicing

Two MLOs join Lakeview from Rocket and Mr. Cooper in last 30 days

Timothy Arrigo 🔗 joined Lakeview as Mortgage Loan Originator on April 1st from Rocket. Christian Carrillo 🔗 joined in March from Mr. Cooper. Both are in the critical 30-day window where they're selecting their tech stack.

Your Move

Hit both this week. LinkedIn outreach: 'Hey [Name], saw you just joined Lakeview from [Rocket/Mr. Cooper]. New shop = fresh start on tools. Homebot keeps your database engaged with monthly home equity reports — your clients see YOUR brand, not Lakeview's. 15-min demo? $125/mo to start.' Emphasize that Homebot is their personal engagement channel even in a 151-LO shop.

Homebot Angle

Lakeview has 151 LOs and 0% Homebot penetration. These two new hires are building their tech stack right now. Homebot gives them a differentiated way to stay top-of-mind with clients — especially important when you're the new person at a big shop and need to stand out.

Account Details14 accounts

Summit Funding, Inc.

summitfunding.net· IMBENT Customer🟩Healthy

Summit is being acquired by CrossCountry Mortgage with significant layoffs announced. Major disruption = major opportunity. Managed customer with Connor Parsons as CSM—coordinate immediate crisis outreach to LOs before they scatter.

🔑 They Know Us1▸

Emmaleigh Murray · Marketing Manager CR

Previous Homebot customer employee

SF Champion

Emmaleigh Murray (Marketing Manager) has Champion relationship flags from a previous Homebot customer. They already know the product. Lead with: "I see you've worked with Homebot before — would love to reconnect and show you what's changed."

📰 Signals2▸

HIGH🏢 M&A· 2026-03-18WEB

CrossCountry Mortgage Acquires Summit Funding

On March 18, 2026, CrossCountry Mortgage (CCM) entered into an agreement to acquire Summit Funding, Inc., a Sacramento-based mortgage banker and servicer. CEO Todd Scrima stated that partnering with CCM will give Summit's team access to more tools and increased earning potential. Summit will add 168 sponsored LOs in 45 branches if all transition.

Your Move

Immediate outreach to Summit LOs before CCM integration completes. Present Homebot as continuity tool that travels with them regardless of platform changes. Flag Enterprise AE for CCM exec contact.

Homebot Angle

M&A creates uncertainty. Homebot offers LOs a portable, client-centric tool that keeps their database engaged during platform transitions and prevents client churn during acquisition chaos.

HIGH👤 Leadership· 2026-03-24WEB

Summit Funding WARN Notice: 163 Layoffs Including Executives

Summit disclosed 163 layoffs effective May 17, 2026, in California filing tied to the CCM acquisition. Affected positions include CIO John-David Phelps, COO Kris Ringrose, and executive VPs in capital markets and finance, along with appraisal, processing, underwriting, and secondary staff.

Your Move

Contact departing executives and senior LOs directly. They may land at other shops and need Homebot to retain their client relationships. Also reach out to surviving LOs who will need tools to handle increased volume.

Homebot Angle

Layoffs = opportunity. Displaced LOs moving to new shops need Homebot to take their databases with them. Survivors need automation to manage larger pipelines with fewer support staff.

AdvantageFirst Lending

advantage1st.com· BrokerProspect

AdvantageFirst has 54 LOs, 0% Homebot penetration, and is on Salesforce (easy integration). Jessica Tinaza is the fresh opportunity — new Senior MLO still in tool-selection mode.

🟢 New Joiners1▸

Jessica Tinaza·Senior Mortgage Loan Officer

From: New American Funding (Senior MLO, 16 months)

📍 Not specified · Started 2026-03 CR

Your Move

Cold LinkedIn/email outreach positioning Homebot as day-one client engagement tool. Frame: 'New role = fresh tech stack. Homebot keeps your database engaged with monthly home equity digests branded to YOU. $125/mo, live in 15 minutes.'

Homebot Angle

She's 6 weeks into a new shop — prime window to adopt Homebot before she locks into a competitor or defaults to 'no engagement tool.' At a 54-LO broker, she needs to differentiate herself individually. Homebot gives her that branded touchpoint.

ML Mortgage Corp

mlmortgage.net· IMBProspect

ML Mortgage has 35 LOs, only 3% on Homebot. Arnold is a Branch Manager with a track record of leading teams — if he adopts Homebot for his branch, that's potentially 10+ new seats.

🟢 New Joiners1▸

Arnold Perez·Branch Manager

From: NEXA Lending (Team Lead Manager), Layton Mortgage (Branch Manager)

📍 Not specified · Started 2026-03 CR

Your Move

Position Homebot as team infrastructure play. 'You're building your branch right now — Homebot gives your LOs a turnkey engagement tool. $125/mo per LO, or team pricing if rolling out across the branch.' Frame as competitive advantage for recruiting and retention.

Homebot Angle

Branch Managers buy tools for their teams. Arnold is standing up a new branch at ML Mortgage (35 LOs total, 3% penetration). If he equips his LOs with Homebot, they get a branded home equity digest working for them from day one — makes his branch more attractive to recruit into and keeps LOs productive.

Click N' Close, Inc.

clicknclose.com· IMBENT Customer

Click n' Close just hired a seasoned COO focused on operational excellence and scalable growth. Managed customer with Laura Powers as CSM—coordinate executive outreach immediately while Lopez is setting priorities.

🔑 They Know Us1▸

Ian Kimball · President CR

Previously at: SFMC Home Lending (Homebot customer)

SF Decision Maker

Ian Kimball was a Decision Maker at SFMC Home Lending (Homebot customer). They know the product. Now in President at Click N' Close, Inc. Lead with familiarity: "Hey Ian, I know you used Homebot at SFMC Home Lending — would love to show you what's new since then."

📰 Signals1▸

HIGH👤 Leadership· 2026-04-06WEB

Click n' Close Appoints Delores Lopez as Chief Operating Officer

On April 6, 2026, Click n' Close announced Delores Lopez as COO, reporting to President Ian Kimball. Lopez brings extensive executive experience from Titan Bank (EVP Mortgage Operations) and Supreme Lending (Chief Enterprise Risk Officer). She will lead operations, drive scalable growth, and implement operational strategy across the national footprint.

Your Move

Outreach to Lopez within 30 days. New COOs audit tech stacks and look for efficiencies—position Homebot as retention/referral tool that boosts LO productivity and reduces marketing spend.

Homebot Angle

New COO means new operational priorities. Homebot fits the scalable growth mandate: automated engagement, measurable ROI, and proven lift in repeat/referral business across multi-state footprints.

Lakeview Loan Servicing

lakeview.com· IMBProspect

Lakeview has 151 LOs, 0% Homebot penetration, and 9 job openings (3% anticipated growth). Two new MLOs in the last 30 days are the immediate entry point. Already engaged contacts: Lisa Kongenske (MLO) and Matthew Hutson (Sales Manager) are in outreach, so focus on Timothy and Christian.

🟢 New Joiners2▸

Timothy Arrigo·Mortgage Loan Originator

From: Rocket (Executive Mortgage Banker, 6 months), Mr. Cooper (MLO, 6 months)

📍 Not specified · Started 2026-04 CR

Your Move

LinkedIn outreach this week. 'Hey Timothy, saw you just joined Lakeview from Rocket. New shop = fresh start on tools. Homebot keeps your database engaged with monthly home equity reports branded to YOU. $125/mo, 15-min demo?'

Homebot Angle

He's 2 weeks into Lakeview (151 LOs, 0% Homebot penetration). New LOs need to stand out — Homebot gives him a personal engagement channel even in a big shop. He came from call-center lenders (Rocket, Mr. Cooper) where he probably didn't have branded client tools — this is his chance to own the relationship.

Christian Carrillo·Mortgage Loan Officer

From: Mr. Cooper (Loan Officer, ~13 months)

📍 Not specified · Started 2026-03 CR

Your Move

Same play as Timothy. LinkedIn: 'Hey Christian, congrats on Lakeview. New role = time to pick your tools. Homebot keeps your clients engaged between deals with monthly home equity digests. Your brand, your clients, your referrals. $125/mo to start.'

Homebot Angle

6 weeks into a new shop, still in tool-selection window. He came from Mr. Cooper (call-center model) — Homebot gives him the personal branding and client engagement he didn't have there. At a 151-LO shop, differentiation matters.

Highlands Residential Mortgage, Ltd.

highlandsmortgage.com· IMBENT Customer🟨Watch↻ Thin context

Highlands is actively expanding in Missouri and Texas with multiple new branches and branch managers in Q1 2026, signaling aggressive growth. Managed customer with Laura Powers as CSM—coordinate expansion outreach.

🔑 They Know Us3▸

Steven Calabrese · Branch Manager CR

Previously at: CRM-U (Homebot customer)

SF ChampionChampion in Customer Company

Steven Calabrese was a Champion at CRM-U (Homebot customer). They know the product. Now in Branch Manager at Highlands Residential Mortgage, Ltd.. Lead with familiarity: "Hey Steven, I know you used Homebot at CRM-U — would love to show you what's new since then."

Mackenzie Kiefer · Senior Application Support Analyst CR

Previous Homebot customer employee

Data POC in Customer Company

Mackenzie Kiefer (Senior Application Support Analyst) has Data POC relationship flags from a previous Homebot customer. They already know the product. Lead with: "I see you've worked with Homebot before — would love to reconnect and show you what's changed."

Kate Pettique · Senior Vice President Marketing & Communications CR

Previously at: Sente Mortgage (Homebot customer)

Main POC in Customer Company

Kate Pettique was a Main POC at Sente Mortgage (Homebot customer). They know the product. Now in Senior Vice President Marketing & Communications at Highlands Residential Mortgage, Ltd.. Lead with familiarity: "Hey Kate, I know you used Homebot at Sente Mortgage — would love to show you what's new since then."

📰 Signals2▸

HIGH📈 Growth· 2026-03-30WEB

Highlands Residential Mortgage Expands in Missouri with New Springfield and Branson Branches

Highlands Residential Mortgage opened new branches in Springfield, MO (March 30, 2026) and Branson, MO (March 18, 2026), appointing Erich as Branch Manager in Branson. Additionally, they welcomed David Couch as Branch Manager of their San Antonio branch (March 2, 2026).

Your Move

Reach out to the new Branch Managers in Springfield, Branson, and San Antonio within 30 days to introduce Homebot. Target LOs in those branches.

Homebot Angle

New branches = new LOs needing to build databases. Homebot's automated engagement helps new teams establish borrower relationships quickly and generate repeat/referral business in new markets.

MEDIUM🏆 Award· 2026-04-08WEB

Highlands Ranked #3 in 2025 Top Workplaces D-FW

Highlands Residential Mortgage ranked No. 3 in the 2025 Top Workplaces Dallas-Fort Worth competition for companies with 50+ employees, signaling strong employee satisfaction and retention in their home market.

Your Move

Use this culture win as a conversation opener with LOs. Happy employees stay longer = better ROI on Homebot adoption.

Homebot Angle

Top workplace culture correlates with higher LO retention and production. Homebot becomes part of the tech stack that keeps top producers engaged and efficient.

Allied Mortgage Group

alliedmg.com· IMBENT Customer

Total Expert

Existing Homebot customer under CSM Jeff Slaughter. 18% penetration (12 of 65 LOs), 53 available for capture. Low-hanging expansion opportunity — coordinate with Jeff to target the non-users. Tech stack: Total Expert (direct integration = easy sell). 2 open LO jobs signal 2% growth.

Nations Lending

nationslending.com· IMB - Key AccountENT Customer - HL Signed🟩Healthy

ContractHunting License

Existing Homebot customer under CSM Abby Bogart with signed hunting license. 31% penetration (52 of 168 LOs), 116 available for capture — major expansion play. 12 open job postings signal 4% growth. Tech stack: Total Expert (direct integration). Known contact: Jessica Peña knows Homebot from a prior role — warm door-opener for expansion conversations.

OneTrust Home Loans (Calcon Mutual Mortgage Llc)

onetrusthomeloans.com· IMBENT Customer🟩Healthy

OneTrust is doubling down on technology with recent HousingWire recognition for AI deployment. Managed customer with Emily Bryan as CSM—tech angle is the wedge for expansion.

📰 Signals1▸

MEDIUM🏆 Award· 2026-03-12WEB

OneTrust Home Loans Named 2026 HousingWire Tech100 Mortgage Award Winner

OneTrust Home Loans was recognized as a 2026 HousingWire Tech100 Mortgage Award winner for leadership in mortgage technology innovation and deployment of SKIE AI across operations. Recognition signals investment in technology and innovation.

Your Move

Pitch Homebot as complementary to their SKIE AI investment. Tech-forward lenders understand the ROI of automation—position Homebot as the client-facing layer that drives engagement and referrals.

Homebot Angle

OneTrust is already investing in AI/automation. Homebot is the borrower engagement piece that converts their operational efficiency into client retention and referral revenue for LOs.

Absolute Home Mortgage

ahmcloans.com· IMBProspect

Absolute Home Mortgage has 91 LOs (5% penetration, 86 available for capture). December 2025 M&A with Fidelity Direct creates integration churn — watch for LO movement between now and Q2 2026. 2 open processing jobs suggest back-office scaling, not front-line LO growth yet.

📰 Signals1▸

MEDIUM🏢 Acquires· 2025-12-05WEB

Absolute Home Mortgage acquired Fidelity Direct in December 2025

Absolute Home Mortgage acquired Fidelity Direct's assets in December 2025. Maria D'Souza-Datta (founder/president of Fidelity Direct) joined Absolute as Executive Operations Manager and board member. M&A integration typically creates a 90-day vendor reset window.

Your Move

Flag to Enterprise AE Sam Bakeris — exec-level M&A integration is his territory. At the LO level, watch for new hires from the Fidelity Direct team landing at Absolute over the next few months — they'll be rebuilding their tech stack.

Homebot Angle

Post-acquisition, LOs from both sides are re-evaluating tools as systems merge. Homebot can be the unifying engagement layer across the combined entity. If Noah spots individual LOs joining from Fidelity, they're in the tool-decision window.

Beeline Loans

makeabeeline.com· IMBProspect

Beeline has 13 LOs (0% penetration) and 4 open LO jobs (18% anticipated growth). They're a fintech-first lender focused on transaction innovation. Not immediate SMB priority unless you see specific LO hires land.

📰 Signals1▸

LOW🚀 Launches· 2026-04-07WEB

Beeline launched BeelineEquity platform and Self-Service Mortgage Experience in Q1 2026

Beeline ended 2025 debt-free and launched two new products in early 2026: BeelineEquity (blockchain-recorded fractional home-equity transactions) and Self-Service Mortgage Experience (SSME). They're also partnering with TYTL Corp on tokenized real estate and Anchorage Digital Bank. This is a fintech-heavy lender experimenting with new models.

Your Move

Monitor — Beeline is innovating in consumer-facing mortgage tech, but their focus is on transaction platforms, not post-close engagement. If they add 4 LO job openings (18% growth), that's when to pitch. For now, too early-stage/experimental for SMB outreach unless you see a specific LO hire.

Homebot Angle

Beeline's innovation is transaction-focused (closing the deal faster). Homebot complements that by keeping clients engaged AFTER close — the repeat/referral layer they're not solving for. If they scale LO headcount (currently 13), pitch Homebot as 'the second piece of the puzzle' — you close them fast, we keep them engaged.

Gershman Investment Corp

gershman.com· IMBProspect

Gershman has 74 LOs (4% penetration, 71 available for capture) and 49 open jobs (41% anticipated growth) — massive hiring surge. They're expanding geographically and vertically (doctor program). This is a high-growth account to monitor for new LO hires.

📰 Signals1▸

MEDIUM🚀 Launches· 2026-01-29WEB

Gershman launched Doctor Home Loan Program in Lincoln, NE and St. Charles County, MO in January 2026

Gershman Mortgage announced new mortgage programs targeting doctors and advanced medical professionals in Lincoln (southeastern Nebraska) and St. Charles County (Missouri) in late January 2026. This is a niche product launch aimed at high-income professionals.

Your Move

Geographic expansion signal — Gershman is targeting new verticals (doctors) in specific markets. If they hire LOs in Lincoln or St. Charles County to service this program, those LOs will need engagement tools. Watch for job postings in those markets.

Homebot Angle

Niche borrower segments (doctors) are high-value repeat/referral opportunities. Homebot's home equity digest keeps those high-income clients engaged — doctors refinance, buy investment properties, refer colleagues. LOs servicing this vertical need premium engagement tools.

Network Funding

nflp.com· IMBProspect

Network Funding has 61 LOs (16% penetration, 51 available for capture). Known contact: Greg Buzz Baker was a decision maker at a prior Homebot customer — warm reconnection opportunity. Tech stack: proprietary CRM (Simpl) + SimpleNexus, so integration story is 'we complement what you have.'

Resource Financial Services

resourcefinancialservices.com· IMBProspect

Total Expert

Resource Financial has 28 LOs (4% penetration, 27 available for capture). Known contact: Adair Floyd was a champion at a prior Homebot customer — warm reconnection. Tech stack: Total Expert (direct integration). VA lending specialty = loyal client base perfect for Homebot engagement.

🔑 They Know Us1▸

Adair Floyd · CR

Previously at: Yes (Homebot customer)

SF Champion

Adair Floyd (a key role) has Champion relationship flags from a previous Homebot customer. They already know the product. Lead with: 'I see you've worked with Homebot before — would love to reconnect and show you what's changed.'

📰 Signals1▸

MEDIUM⭐ Recognized· 2025-02-17WEB

Resource Financial ranked #200 VA Home Loan Lender in the nation for 2024

Resource Financial Services was recognized as the #200 VA Home Loan Lender nationally in 2024 (announced February 2026). This is a culture/specialization signal — they're proud of their VA lending niche.

Your Move

Culture hook for outreach. 'Congrats on the Top 200 VA Lender recognition. VA borrowers are loyal repeat/referral clients — Homebot keeps them engaged between transactions. Your LOs get a branded home equity digest that works while they sleep.'

Homebot Angle

VA lenders focus on veteran/military clients — highly loyal, relationship-driven borrowers. Homebot is a natural fit: monthly home equity reports keep VA clients engaged, drive repeat business (VA refinances, upgrades, referrals to fellow service members). Frame as 'serving those who served' with ongoing value.

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