Sam Bakeris — HomeDrop

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

Your Week at a Glance

What's moving across your accounts

Ray Campbell just landed at Bay Capital Mortgage from NOVA Home Loans as Senior VP Area Market Manager in March — new decision maker at the 19-LO shop, 30-day relationship window before he locks in tools.

Laura Roedel (AVP TPO Marketing at Kind Lending) was a Champion at LenderGrade when they used Homebot — now at a 41-LO IMB with zero penetration, this is a warm door-opener into a cold account.

Ameritrust hired Shea Pallante as CRO in January to lead non-QM expansion — new C-suite driving growth at a 37-LO prospect, call him before he picks retention tools.

Absolute Home Mortgage acquired Fidelity Direct in December and brought on Maria D'Souza-Datta as EVP Operations and board member — post-M&A integration window still open at the 91-LO shop, pitch Homebot as the unifying engagement layer.

Beeline Loans launched an AI-powered HELOC product in September and hired senior product/underwriting talent in March — 13-LO fintech scaling fast with 18% anticipated LO growth, perfect timing for a scalable engagement platform.

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

Ray Campbell 🔗 joined Bay Capital Mortgage as SVP Area Market Manager on March 1 from NOVA Home Loans — call him immediately, he's 6 weeks in and still evaluating tools. Bay Capital has only 1 LO on Homebot; use that as proof of concept.

Done➕ Calendar

Laura Roedel 🔗 (AVP TPO Marketing at Kind Lending) was a Homebot Champion at LenderGrade — warm door-opener into a 41-LO prospect with zero penetration. Also reach out to Mark Shelton 🔗 (VP Retail Onboarding), former Decision Maker at Summit Mortgage. Between them, they touch the entire LO population.

Done➕ Calendar

Shea Pallante hired as CRO at Ameritrust in January to lead non-QM expansion — target him this week with enterprise positioning. Frame Homebot as part of his LO recruiting toolkit for the correspondent channel launch.

Done➕ Calendar

Brandon Silvia hired as EVP National Production Leader at RenoFi on April 8 (6 days ago) — catch him before he locks in his production playbook. RenoFi raised $22M Series B in March and is scaling LO headcount aggressively (19% growth, 8 open roles).

Done➕ Calendar

Maria D'Souza-Datta joined Absolute Home Mortgage's board in December post-Fidelity Direct acquisition — post-M&A integration window still open at 91-LO shop with 5% Homebot penetration. Position Homebot as the unifying engagement layer across the combined entity.

Done➕ Calendar

New Joiners

Active Accounts

Signals

Urgent

🚨 Urgent This Week3 alerts

🚨 ACT NOW · Bay Capital Mortgage Corporation

Ray Campbell joins as SVP Area Market Manager from NOVA Home Loans

Ray Campbell joined Bay Capital Mortgage as Senior Vice President Area Market Manager on March 1, 2026, coming from NOVA Home Loans where he was VP Strategic Growth Leader. Bay Capital is a 19-LO IMB with 5% Homebot penetration (1 LO). Campbell's previous role was Branch Sales Manager at Fairway from 2022-2025.

Your Move

Call Ray Campbell this week. Frame as: 'Congrats on the Bay Capital move — I know you're still evaluating your tech stack. Your colleague is already using Homebot here; I can show you how it keeps your database warm between transactions.' Reference his Fairway tenure to build credibility on LO retention tools.

Homebot Angle

New SVP in his 30-day tool decision window at a low-penetration account. He's building his own book while managing the area — Homebot gives him both a personal engagement channel AND a scalable solution to recommend to his team. At $225/mo Pro (500 clients), he can load his entire database and stay top-of-mind during the transition chaos.

⚡ ACT THIS WEEK · Ameritrust Mortgage Corporation

Shea Pallante hired as CRO to lead non-QM expansion and correspondent launch

AmeriTrust appointed Shea Pallante as Chief Revenue Officer in January 2026 to lead non-QM expansion and prepare for a correspondent lending launch. The 37-LO IMB has zero Homebot penetration and is targeting higher origination volume through new channels. Previous C-suite hires include Ryan Rathert (CFO, May 2025) and Jett Farrington (COO, January 2025).

Your Move

Target Shea Pallante with enterprise positioning. Opening: 'Shea, I saw you joined AmeriTrust to scale the non-QM channel. As you onboard new LOs through correspondent, Homebot gives them a day-one engagement tool — keeps their databases warm, drives repeat business, and differentiates you from competitors who don't offer retention tech.' Position as part of his recruiting/retention toolkit.

Homebot Angle

New CRO driving growth = budget for tools that fuel LO success. Non-QM borrowers have complex needs and longer sales cycles — Homebot's monthly equity reports keep those relationships alive between transactions. At enterprise pricing ($150/seat vs $225 standard), this becomes a recruiting advantage: 'Join AmeriTrust, get Homebot included.' Position as a revenue enabler, not a cost center.

⚡ ACT THIS WEEK · Absolute Home Mortgage Corporation

Absolute acquired Fidelity Direct assets, brings Maria D'Souza-Datta to board in December

Absolute Home Mortgage acquired Fidelity Direct Mortgage in December 2025, with founder Maria D'Souza-Datta joining as Executive Operations Manager and board member. The 91-LO IMB now has 5% Homebot penetration and is hiring across processing, underwriting, and branch ops (11 open roles in last 60 days). Previous M&A activity includes multiple acquisitions over the past 3 years.

Your Move

Call Maria D'Souza-Datta and position Homebot as the post-merger unifying engagement layer. Frame: 'Congratulations on the Fidelity Direct integration. As you standardize tools across the combined entity, Homebot gives every LO — legacy Absolute and new Fidelity — the same branded client engagement platform. One system, consistent touchpoints, no matter which side of the merger they came from.'

Homebot Angle

Post-M&A = 90-day vendor reset window. Absolute is integrating Fidelity's team and tech stack — this is the moment to pitch enterprise-wide deployment. Maria sits on the board and owns operations, making her the perfect champion for an engagement platform that scales across 91 LOs. At enterprise pricing, Homebot becomes a culture unifier: 'We all use the same tools to serve clients.' Current 5% penetration shows proof of concept; use that LO as a reference.

Account Details15 accounts

Bay Capital Mortgage Corporation

baycapitalmortgage.com· IMBProspect

Ray Campbell is the hot lead here — new decision maker at a 19-LO IMB with minimal Homebot penetration, still in his relationship-building window. Bay Capital has zero recent news signals, but Campbell's hire is the entire opportunity. Strike while he's evaluating vendors.

🎯 Exec Moves1▸

Ray Campbell·Senior Vice President - Area Market Manager

From: NOVA Home Loans (VP Strategic Growth Leader)

📍 Unknown · Started 2026-03 CR

Your Move

Call Ray Campbell immediately — he's 6 weeks into the new role at Bay Capital. Frame as: 'Congrats on the move from NOVA. I know you're building your area and evaluating tools — your Bay Capital colleague is already using Homebot. Let me show you how it helped them stay top-of-mind with their database during their own transition.' Anchor at $225/mo Pro for his 500-client book.

Homebot Angle

New SVP in his 30-day tool decision window. Campbell managed branches at Fairway (2022-2025) so he understands LO retention tools. Homebot gives him both a personal engagement platform (load his database from NOVA) AND a scalable solution to recommend to his area team. Bay Capital has 19 LOs with only 5% penetration — huge expansion upside if he adopts and champions internally.

Ameritrust Mortgage Corporation

ameritrust-mortgage.com· IMBProspect

New C-suite driving rapid expansion at a 37-LO IMB with zero Homebot penetration. Three major executive hires in 12 months (COO, CFO, CRO) signal aggressive growth. Pallante's correspondent launch creates a perfect window — new LOs need tools immediately, and Homebot can be part of the onboarding package.

📰 Signals1▸

HIGH📌 Executive Hire· 2026-01-22WEB

Shea Pallante hired as CRO to lead non-QM expansion and correspondent channel launch

AmeriTrust appointed Shea Pallante as Chief Revenue Officer in January 2026 to lead non-QM expansion and prepare for correspondent lending launch, targeting new channels and higher origination volume. This follows CFO hire Ryan Rathert (May 2025) and COO hire Jett Farrington (January 2025).

Your Move

Target Shea Pallante with enterprise positioning this week. Opening: 'Shea, I saw you joined to scale the non-QM and correspondent channels. As you onboard new LOs, Homebot gives them a day-one engagement tool that keeps their databases warm and drives repeat business. At enterprise pricing, it becomes a recruiting advantage: Join AmeriTrust, get Homebot included.' Frame as part of his LO recruitment and retention toolkit.

Homebot Angle

New CRO focused on growth = budget for tools that fuel LO success. Non-QM borrowers have complex needs and longer sales cycles — Homebot's monthly equity reports keep those relationships alive between transactions. Correspondent channel means recruiting experienced LOs who already expect best-in-class tech. At enterprise pricing ($150/seat vs $225), Homebot becomes a differentiator in a competitive hiring market. 37 LOs today, but Pallante's mandate is expansion — position Homebot as scalable infrastructure for the team he's building.

Kind Lending

kindlending.com· IMBProspect

Two former Homebot champions now at Kind Lending: Laura Roedel (LenderGrade Champion, now AVP TPO Marketing) and Mark Shelton (Summit Mortgage Decision Maker, now VP Retail Onboarding). Both know the product inside-out. Kind Lending is a 41-LO IMB with zero Homebot penetration — this is a warm door-opener into a completely cold account. Laura handles TPO marketing (wholesale channel), Mark handles retail onboarding. Between them, they touch the entire LO population.

Absolute Home Mortgage Corporation

ahmcloans.com· IMBProspect

M&A integration window still open at a 91-LO IMB with proof-of-concept Homebot usage. Maria D'Souza-Datta's board seat makes her a strategic champion. Absolute is hiring aggressively (11 roles posted in last 60 days) — growth mode creates urgency for scalable engagement tools. Tech stack (Total Expert + BombBomb) shows they value engagement; Homebot slots right in.

📰 Signals1▸

HIGH🏢 M&A· 2025-12-02WEB

Absolute acquired Fidelity Direct, brings founder Maria D'Souza-Datta to board

Absolute Home Mortgage acquired Fidelity Direct Mortgage in December 2025, with founder Maria D'Souza-Datta joining as Executive Operations Manager and board member. The 91-LO IMB now has 5% Homebot penetration (5 LOs). Integration includes team onboarding and tech stack consolidation.

Your Move

Call Maria D'Souza-Datta and position Homebot as the post-merger engagement unifier. Frame: 'Congratulations on the Fidelity Direct integration. As you standardize tools across the combined entity, Homebot gives every LO — legacy Absolute and new Fidelity — the same branded client engagement platform. One system, consistent touchpoints, no matter which side they came from.' Use the 5 existing Homebot LOs as proof of concept.

Homebot Angle

Post-M&A = 90-day vendor reset window where acquiring companies standardize tech stacks. Maria owns operations and sits on the board — perfect champion for an engagement platform that scales across 91 LOs. Current 5% penetration shows Homebot already works at Absolute; now pitch enterprise-wide deployment to create consistency post-merger. At enterprise pricing, Homebot becomes a culture unifier and retention tool during integration chaos. Tech stack shows Total Expert CRM + BombBomb video — Homebot integrates with TE and complements BB, so you're not ripping out their stack.

Renovation Finance Llc

renofi.comProspect

Series B-funded fintech with new EVP Production Leader hired 6 days ago to scale nationwide. 19 LOs today, 19% growth trajectory, 8 open roles = aggressive hiring mode. Renovation financing = long-tail customer relationships perfect for Homebot's ongoing engagement model. Brandon Silvia is the entry point — catch him before he locks in his production playbook.

📰 Signals2▸

HIGH📌 Executive Hire· 2026-04-08WEB

Brandon Silvia hired as EVP National Production Leader to accelerate nationwide growth

RenoFi appointed Brandon Silvia as Executive Vice President, National Production Leader on April 8, 2026, to lead nationwide expansion. The 19-LO renovation financing platform raised $22M Series B in March 2026 to scale its AI-enabled platform. RenoFi specializes in renovation financing (HELOC, construction loans, etc.) with 19% anticipated LO growth (8 job openings).

Your Move

Target Brandon Silvia immediately — he's 6 days into the EVP role. Opening: 'Brandon, congrats on joining RenoFi to lead national production. As you build out the LO team, Homebot gives originators a retention engine that keeps renovation borrowers engaged post-close. Most renovation clients have ongoing home projects — our monthly equity reports keep you top-of-mind for the next phase.' Frame as day-one infrastructure for the team he's scaling.

Homebot Angle

New EVP Production Leader at a Series B-funded fintech = budget + mandate to scale LO headcount. RenoFi's renovation borrowers are high-intent homeowners with ongoing projects — perfect candidates for Homebot's monthly engagement. Brandon's job is to build a national production team; Homebot becomes part of his recruiting pitch ('we give you best-in-class client engagement tech'). 19 LOs today with 19% growth = 23+ LOs soon. At enterprise pricing, Homebot scales with his team. Position as the engagement layer for their AI-enabled platform.

HIGH💵 Funding· 2026-03-03WEB

RenoFi raises $22M Series B to redefine renovation financing

RenoFi closed $22M Series B funding round in March 2026 to scale its AI-enabled renovation financing platform. The company is hiring across sales, operations, and product (8 open roles). RenoFi offers renovation HELOCs, construction loans, and specialty products for home improvement borrowers.

Your Move

Layer the Series B news into the Brandon Silvia outreach. 'You just raised $22M to scale — Homebot helps you monetize that capital faster by keeping your borrowers engaged for repeat business and referrals. Renovation clients often have multi-phase projects; our monthly equity reports position you for the next conversation.' Position as growth infrastructure, not a nice-to-have.

Homebot Angle

Series B funding = growth mandate. RenoFi is hiring aggressively (8 roles open) and scaling LO headcount. Homebot becomes a competitive recruiting tool: 'Join RenoFi, get Homebot included — stay top-of-mind with your database from day one.' Renovation borrowers are high-value, repeat customers (equity access for ongoing projects) — Homebot's monthly engagement keeps the LO front-of-mind for the next phase. At $225/mo Pro or enterprise pricing, Homebot is a rounding error in a $22M raise but drives outsized ROI via repeat/referral.

First Home Mortgage Corporation

firsthome.com· IMBENT Customer🟩Healthy

First Home Mortgage is MD's #1 lender for state homebuyer programs and recently hired top DC-area producer. Strong growth trajectory with first-time buyer focus—ideal Homebot use case.

🔑 They Know Us1▸

Ryan Paquin · Branch Manager/Mortgage Consultant CR

Previous Homebot customer employee

SF ChampionChampion in Customer Company

Ryan Paquin (Branch Manager/Mortgage Consultant) 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🏆 Award· 2026-03-26WEB

First Home Mortgage Named Top Performing Lender by Maryland Mortgage Program

March 26, 2026: First Home Mortgage won Top Performing Lender award from MD Mortgage Program (2025 awards). Individual LOs Tammi Printz and Ryan Paquin also recognized as top producers. Company closed $1B+ annually in MD state programs.

Your Move

Sam should congratulate Abby Bogart's customer (First Home) and pitch Homebot as a tool to scale success with first-time buyers and DPA programs—perfect fit for MD Mortgage Program clients.

Homebot Angle

Top MMP lender = high volume of first-time buyers who need ongoing engagement. Homebot's equity/refinance insights align with DPA client lifecycle.

MEDIUM👤 Leadership· 2025-12-03WEB

Charlie Latimer Joins as Branch Manager in Chevy Chase

First Home Mortgage hired Charlie Latimer as Branch Manager for Chevy Chase office (announced December 2025). Top DC-area producer partnering with BMs Alex Jaffe and Joe Dawson.

Your Move

Intro to Charlie Latimer to discuss Homebot for his team as a competitive differentiator in high-production DC metro market.

Homebot Angle

New BM at high-performing branch = opportunity to embed Homebot in onboarding/team enablement playbook.

Atlantic Coast Mortgage, Llc

atlanticcoastmortgage.com· IMBENT Customer🟩Healthy

ACM acquired Tidewater in Nov 2025 and is expanding aggressively. Account penetration at 132% suggests strong usage; opportunity to expand into acquired Tidewater team.

🔑 They Know Us2▸

Nick Gallagher · Executive Vice President CR

Previously at: Lower (Homebot customer)

SF Decision MakerDecision Maker in Customer Company

Nick Gallagher was a Decision Maker at Lower (Homebot customer). They know the product. Now in Executive Vice President at Atlantic Coast Mortgage. Lead with familiarity: "Hey Nick, I know you used Homebot at Lower — would love to show you what's new since then."

Heather Mitchell · SVP Growth & Market Expansion CR

Previously at: Edge Advisors (Homebot customer)

SF Decision Maker

Heather Mitchell was a Decision Maker at Edge Advisors (Homebot customer). They know the product. Now in SVP Growth & Market Expansion at Atlantic Coast Mortgage. Lead with familiarity: "Hey Heather, I know you used Homebot at Edge Advisors — would love to show you what's new since then."

📰 Signals1▸

HIGH🏢 M&A· 2025-11-10WEB

Atlantic Coast Mortgage Acquires Tidewater Mortgage Services

November 10, 2025 (within 90 days, close to cutoff): Atlantic Coast Mortgage (ACM) acquired Tidewater Mortgage Services (TMS), adding ~45 LOs and staff. Deal immediately accretive in 2026. ACM licensed in 40 states with 23 branches; 2026 YTD volume $1.73B per Modex.

Your Move

Connor Parsons should reach out to congratulate on acquisition and offer Homebot as integration/retention tool for onboarding Tidewater LOs and clients.

Homebot Angle

M&A creates client retention risk and LO onboarding needs. Homebot can unify client experience across legacy ACM and TMS books of business.

Beeline Loans, Inc.

makeabeeline.com· IMBProspect

Innovative fintech lender scaling fast with 18% LO growth and multiple product launches in Q1 2026. Their blockchain equity play and self-service platform show they invest in consumer-facing tech — Homebot is a natural extension. Small team (13 LOs) but high growth trajectory makes this a good land-and-expand play.

📰 Signals1▸

HIGH📌 Product Launch· 2026-04-07WEB

Beeline launched blockchain-enabled fractional home equity platform in March 2026

Beeline Holdings launched BeelineEquity platform in March 2026, introducing blockchain-recorded fractional home equity transactions in partnership with TYTL Corp. The company also launched Self-Service Mortgage Experience (SSME) platform and ended 2025 debt-free. Beeline has 13 producing LOs with 18% anticipated growth (4 job openings posted).

Your Move

Call the head of product or sales this week. Opening: 'I saw you launched BeelineEquity and SSME — both focused on consumer empowerment and transparency. Homebot fits the same philosophy: we give homeowners monthly equity insights and personalized home data, keeping them engaged with their LO between transactions. As you scale from 13 to 15+ LOs, Homebot gives every originator a retention engine that matches your innovation-first brand.' Position as the engagement layer for their tech-forward borrowers.

Homebot Angle

Fintech lender launching blockchain equity products and self-service platforms = borrowers who expect modern, transparent tools. Homebot's monthly Home Digest gives those same borrowers ongoing visibility into their equity and market trends — perfect brand fit. 18% LO growth means they're hiring; Homebot becomes a recruiting tool ('we give you best-in-class client engagement tech'). 13 LOs today = SMB pricing works ($125-225/mo per LO), but frame as scalable infrastructure for the team they're building.

Planet Home Lending, Llc

planethomelending.com· IMBProspect

Total Expert

145-LO national lender with 8% Homebot penetration and 'Target' hunting license status — strategic account. Two new regional sales managers hired in February to expand Northeast, plus multiple other regional hires in recent months (Jeff Hill in Florida, Scott Henley in correspondent). Regional expansion = new LO hiring = perfect window for Homebot as recruiting tool. Known contacts Candice McNaught and Nickolas Blair both used Homebot at previous employers — warm door-openers for enterprise conversation. Tech stack: Total Expert (integrates seamlessly).

🔑 They Know Us2▸

Candice McNaught · SVP of Business Development and Strategic Initiatives CR

Previously at: Supreme Lending (Homebot customer)

SF Champion

Candice McNaught was a Champion at Supreme Lending (Homebot customer). They know the product. Now in SVP of Business Development and Strategic Initiatives at Planet Home Lending, LLC. Lead with familiarity: "Hey Candice, I know you used Homebot at Supreme Lending — would love to show you what's new since then."

Nickolas Blair · Senior Marketing Manager, Technology Implementations CR

Previously at: First Texas Homes (Homebot customer)

SF Champion

Nickolas Blair was a Champion at First Texas Homes (Homebot customer). They know the product. Now in Senior Marketing Manager, Technology Implementations at Planet Home Lending, LLC. Lead with familiarity: "Hey Nickolas, I know you used Homebot at First Texas Homes — would love to show you what's new since then."

📰 Signals1▸

HIGH📌 Executive Hires· 2026-02-23WEB

Planet hired John Rinaldi and Paul Butuc as Regional Sales Managers in Northeast expansion

Planet Home Lending added John Rinaldi and Paul Butuc as Regional Sales Managers in Melville, NY in February 2026 to expand the company's footprint in the Northeast. The 145-LO lender (8% Homebot penetration) has made multiple regional sales manager hires in recent months (Jeff Hill in Florida, Scott Henley in correspondent). Planet is flagged as a 'Target' for hunting license — strategic priority account.

Your Move

Call John Rinaldi and Paul Butuc this week. Frame: 'Congrats on joining Planet to build the Northeast region. As you recruit LOs, Homebot gives them a day-one engagement platform — keeps their databases warm, drives repeat business, positions you as a tech-forward leader. Your colleagues at Planet are already using it; let me show you how it helps new LOs hit the ground running.' Position as part of their LO recruiting toolkit.

Homebot Angle

Two new Regional Sales Managers hired to expand Northeast footprint = they're building teams from scratch. Homebot becomes a recruiting differentiator: 'Join my region, get best-in-class client engagement tech included.' Planet has 8% penetration (12 LOs using Homebot) — use them as proof points. At enterprise pricing, Homebot scales with their regional teams. Known contacts Candice McNaught (SVP Biz Dev, ex-Supreme Lending Champion) and Nickolas Blair (Sr Marketing Manager, ex-First Texas Homes Champion) are already inside — layer them into the conversation as warm intros.

Highlands Residential Mortgage, Ltd.

highlandsmortgage.com· IMBENT Customer🟨Watch↻ Thin context

Highlands is in aggressive growth mode with multi-state branch expansion (MO, TX) and leadership hires in Q1 2026. CSM Laura Powers should flag expansion momentum to Sam for upsell conversation.

🔑 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 into Missouri with Two New Branches

Highlands Residential Mortgage opened new branches in Springfield, MO (March 30, 2026) and Branson, MO (March 18, 2026), welcoming Branch Manager Erich as part of the Missouri expansion.

Your Move

Reach out to Erich (Branson BM) or new Springfield leadership to introduce Homebot as a retention tool during rapid market entry and LO onboarding.

Homebot Angle

Branch expansion creates immediate need for client engagement tools to differentiate new LOs and retain clients in competitive MO markets.

MEDIUM👤 Leadership· 2026-03-02WEB

Highlands Hires David Couch as Branch Manager in San Antonio

David Couch joined as Branch Manager for the San Antonio branch (announced March 2, 2026), expanding Highlands' Texas footprint.

Your Move

Connect with David Couch to discuss Homebot as a client engagement platform for his new San Antonio team.

Homebot Angle

New BM hire signals production focus; Homebot can help Couch's team build pipeline and stay top-of-mind with Texas homeowners.

Waterstone Mortgage Corporation

waterstonemortgage.com· IMBENT Customer🟩Healthy

Waterstone promoted four leaders in Feb 2026 and posted third consecutive profitable quarter. Financially stable and investing in talent; good account health for renewal/upsell.

📰 Signals1▸

MEDIUM👤 Leadership· 2026-02-11WEB

Waterstone Promotes Four to Leadership Roles

February 11, 2026: Waterstone promoted Casey Seefeldt to VP of Capital Markets, Melissa Wagner to VP of HR, Scott Howard to Director of Information Security, and Zach McCarthy to Director of Financial Planning & Analysis.

Your Move

Loop in Abby Bogart to intro Homebot to Zach McCarthy (FP&A) for potential ROI/retention analytics discussion, or Scott Howard for security/compliance review.

Homebot Angle

Leadership promotions signal operational investment. FP&A and HR leaders are key buyers for LO retention and client engagement analytics.

American Portfolio Mortgage Corporation

goapmc.com· IMBProspect

74-LO IMB with 50% Homebot penetration (37 LOs already using it). Known contact Brooks Kelly (SVP Divisional Sales Manager) was a Champion at GO! Coaching when they used Homebot — he knows the product cold. This isn't a net-new pitch; it's an expansion conversation. Brooks can drive adoption across the remaining 37 LOs. No urgent signals this week, but relationship already warm. Tech stack shows Simpl CRM and SimpleNexus — Homebot complements both.

SWBC Mortgage Corporation

swbcmortgage.com· IMBENT Customer🟩Healthy↻ Thin context

SWBC named new CMO in March 2026, indicating marketing investment and potential openness to client engagement tools like Homebot.

📰 Signals1▸

HIGH👤 Leadership· 2026-03-05WEB

SWBC Hires Angelica Palm as Chief Marketing Officer

Angelica Palm joined SWBC as CMO (announced March 5, 2026) with 20+ years of marketing leadership to strengthen brand strategy and support growth.

Your Move

Intro to Angelica Palm via Connor Parsons to position Homebot as a marketing asset for LO enablement and client retention campaigns.

Homebot Angle

New CMO focused on brand/growth = opportunity to integrate Homebot into SWBC's marketing tech stack and LO value proposition.

Goodleap, Llc

goodleap.com· IMBProspect

101-LO solar/home improvement fintech with zero Homebot penetration. Known contact Hayes Bernard (CEO) has Decision Maker relationship flags from a previous Homebot customer — he's seen the product in action at a strategic level. GoodLeap launched virtual power plant (VPP) programs and GoodLeap Payments platform in 2025, signaling heavy investment in consumer engagement tools. No urgent signals this week, but Hayes is the strategic door-opener if you want to crack this account. Solar/home improvement loans = long-tail relationships perfect for Homebot's monthly engagement model.

Summit Funding, Inc.

summitfunding.net· IMBENT Customer🟩Healthy

Summit acquired by CCM in March 2026; major operational disruption with 163 layoffs and LO attrition. High risk of Homebot contract churn; CSM should engage proactively.

🔑 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."

📰 Signals1▸

HIGH🏢 M&A· 2026-03-18WEB

CrossCountry Mortgage Acquires Summit Funding

CrossCountry Mortgage (CCM) acquired Summit Funding on March 18, 2026. CEO Todd Scrima and Summit team transitioning to CCM platform. WARN notice filed for 163 layoffs effective May 17, including CIO, COO, and capital markets execs. Summit's LO count dropped from 168 to 94 post-announcement.

Your Move

Connor Parsons should monitor account closely—likely contact churn as Summit integrates into CCM. Flag LOs who leave CCM integration for potential new employer outreach.

Homebot Angle

Summit LOs moving to new platforms post-acquisition will need client retention tools. CCM integration = potential contract changes; opportunity to retain Summit users or expand into CCM.

HomeDrop 🔥🔥Active week