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Weekly intel for Terrisa Coobs
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Territory Pulse
14Accounts
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7Signals
0Hiring
๐ŸŽฏ #1Cornerstone First Mortgage, LLC: Luke Lewis and Robbie Ballance Join Cornerstone First โ€” 3 Former Homebot Champions Already on Team
โšก #2American Bancshares Mortgage, LLC: American Bancshares Mortgage Posts 18 LO Job Openings โ€” 45% Anticipated Growth
๐Ÿ“ˆ #3KBHS Home Loans: Mary Raimondi Returns to KBHS as Account Executive โ€” 29 LO Job Openings Active
Your Week at a Glance
What's moving across your accounts
Luke Lewis ๐Ÿ”— joined Cornerstone First Mortgage as Origination Branch Manager on March 1st โ€” 6 weeks into his new role, 3 former Homebot champions on the same team (Jason Reedy, Kevin Parsells, Nicholas Totarella), hit him this week to show how they're already using it.
Robbie Ballance ๐Ÿ”— landed at Cornerstone First as Senior Mortgage Advisor from Stockton Mortgage where he was Branch Manager โ€” he's used to managing teams, now producing solo, Homebot keeps him top-of-mind without the BM infrastructure.
American Bancshares Mortgage has 18 LO openings (45% anticipated growth) โ€” they're in hiring mode, new LOs need tools day-one, get in front of HR or branch leadership before they pick a competitor.
Mary Raimondi ๐Ÿ”— returned to KBHS Home Loans as Account Executive after 5 months at VELOCIO โ€” boomerang hire who knows the KBHS culture, 29 active LO openings at KBHS (16% growth trajectory), she's likely recruiting hard, offer Homebot as the onboarding engagement tool.
Independence Home Loans hired Gil Arbitsman as CFO in February 2025 โ€” financial leadership change often precedes vendor consolidation, they have 15 active LO job postings and 5% growth, position Homebot as the scalable engagement layer for the expanding team.
โœ… Monday Morning To-Dosspecific actions, named owners, this week
Call Luke Lewis at Cornerstone First Mortgage this week โ€” 6 weeks into his Branch Manager role, 3 former Homebot champions on his team (Jason Reedy, Kevin Parsells, Nicholas Totarella) who can vouch for the product.
Hit American Bancshares Mortgage HR/recruiting โ€” 18 job openings for a 22-LO shop (45% growth), position Homebot as the onboarding engagement tool before new hires pick a competitor.
Mary Raimondi returned to KBHS Home Loans as Account Executive โ€” 29 active LO openings, likely has recruiting responsibilities, pitch Homebot as the new-hire standard.
Reconnect with Chad Curtin (VP Strategy & Growth) at River City Mortgage โ€” he was a Homebot champion at UMortgage, now at a 21-LO shop with zero penetration.
William Kobylarek joined BRP Home Mortgage from Lennar Mortgage (7+ years as Builder LO) โ€” large database of past builder clients, Homebot keeps him top-of-mind post-transition.
๐Ÿšจ Urgent This Week3 alerts
โšก ACT THIS WEEK ยท Cornerstone First Mortgage, LLC

Luke Lewis and Robbie Ballance Join Cornerstone First โ€” 3 Former Homebot Champions Already on Team

Luke Lewis started March 1st as Origination Branch Manager from Cross Country Mortgage (4 years as Loan Advisor). Robbie Ballance joined same day as Senior Mortgage Advisor from Stockton Mortgage where he was Branch Manager. Cornerstone First already has 3 known Homebot champions on staff: Jason Reedy (Branch Manager, former Thrive Mortgage), Kevin Parsells (Director of Strategic Growth), and Nicholas Totarella (Branch Manager, former Synergy One Lending). Account is 12% penetrated (22 of 179 LOs), with 19 active job openings signaling 2% growth.

Your Move
Call Luke Lewis this week โ€” 6 weeks into his role, he's past onboarding but hasn't locked in tools yet. Lead with: 'I see you're working with Jason Reedy and Kevin Parsells โ€” they're both using Homebot to stay top-of-mind with their databases. As a new Branch Manager here, let me show you how they're leveraging it.' Same angle for Robbie Ballance โ€” former Branch Manager likely has a large database from Stockton, Homebot keeps him engaged without the BM infrastructure.
Homebot Angle
Three existing champions = social proof and internal referrals. Luke and Robbie can see Homebot working for their colleagues in real-time. Cornerstone First uses Encompass (Homebot integrates via Zapier) โ€” closed loans auto-feed into Homebot for post-close engagement. Low penetration (12%) means expansion upside โ€” every new champion drives more team adoption.
โšก ACT THIS WEEK ยท American Bancshares Mortgage, LLC

American Bancshares Mortgage Posts 18 LO Job Openings โ€” 45% Anticipated Growth

22-LO shop with 18 active job openings across Florida (Underwriter, Loan Closer, Branch Manager, Loan Opener, Processor roles) posted over last 30 days. Anticipated LO growth of 45% signals aggressive expansion. Zero current Homebot penetration โ€” greenfield opportunity.

Your Move
Target HR or recruiting contact at American Bancshares this week. Pitch: 'You're hiring 18+ roles in the next quarter โ€” new LOs need engagement tools from day one. Homebot gives them a branded database engagement platform live in 15 minutes, no IT lift. Starter plan at $125/mo per LO scales as you grow.' If you can't reach HR, target the Branch Manager posting directly โ€” they're likely the hiring manager.
Homebot Angle
Growth companies need onboarding tools that don't slow down new hires. Homebot is plug-and-play โ€” new LOs can upload their database day one and start sending Home Digests immediately. At 45% growth, they'll go from 22 to 32+ LOs โ€” that's 10+ new Homebot seats at $125-225/mo each if you get in before they pick a competitor.
โšก ACT THIS WEEK ยท KBHS Home Loans

Mary Raimondi Returns to KBHS as Account Executive โ€” 29 LO Job Openings Active

Mary Raimondi rejoined KBHS Home Loans March 1st as Account Executive after 5 months at VELOCIO Mortgage. Prior to VELOCIO, she spent 2+ years at KBHS as Mortgage Consultant (May 2023 - Oct 2025). KBHS has 29 active LO job openings nationwide (16% anticipated growth), zero Homebot penetration across 134 producing LOs.

Your Move
Reach out to Mary Raimondi this week. She's a boomerang hire who knows KBHS culture and likely has internal recruiting responsibilities as Account Executive. Lead with: 'Congrats on returning to KBHS โ€” I see you're hiring aggressively (29 openings). New LOs need engagement tools fast. Homebot gives them a branded client engagement platform from day one, $125/mo to start, scales as your recruits ramp up.' If she's not the buyer, ask who owns LO onboarding/training.
Homebot Angle
KBHS is a 134-LO shop hiring 29 more โ€” that's 22% headcount increase. Boomerang hires like Mary often have influence in onboarding new recruits. If you can position Homebot as the standard engagement tool for new hires, you're capturing 29 potential seats before they pick a competitor. At $125/mo (Starter) ร— 29 LOs = $3,625/mo recurring revenue opportunity.
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