![]() Honestly, unlike any ROI that I've seen in another tech stack that we currently offer.” “The ROI for us on the Homebot investment has been off the charts. In their first quarter using Homebot, Synergy One Lending engaged more than 10,000 clients, drove over 300 conversations, and closed 268 transactions. The Homebot staff was phenomenal.” Results “I would say it's been one of the easiest and smoothest tech stack implementations that we've experienced so far. Homebot was implemented for 117 Loan Officers in December of 2020 as a way to drive engagement and purchase business in an increasingly heavy seller’s market. “Homebot for us, provided a way for us to very inexpensively, but yet in a very personalized way, connect with our borrowers and clients in a way that they found a lot of value in.”Īfter a rigorous vetting process across the organization, Synergy One selected Homebot as their preferred client-for-life solution. And, of course, they evaluated vendors based on potential return on investment. They looked for an addition to their tech-stack that would guarantee adoption, provide value to both their Loan Officers and their clients. ![]() They discussed implementation processes and conducted compliance reviews. Synergy One considered the time and resources each solution would require. Innovation and excellence are core values at Synergy One, so it’s no surprise that they have a thorough due diligence process when evaluating technology partners. “When I think about the challenges that we were facing … it's client engagement and it's of course always trying to provide enough value that we can drive purchase business.” - Aaron Nemec, President Solutions Synergy One’s relationship-oriented approach and sharp focus on providing lifetime value to their borrowers led them to explore client-for-life solutions that would keep their conversations going long after the initial transaction. “We did a great job from inquiry through closing, but it's after closing - how do we stay connected? How do we stay engaged with our customers?” “It was about trying to provide enough data so that our clients would engage with us after closing,” remarked Synergy One President, Aaron Nemec. ![]() The Modern Mortgage Experience ™ engages borrowers throughout the transaction - Synergy One saw the opportunity to continue delivering a superior client experience post-transaction. SuperMoney, and/or SuperMoney's lending partners, that will not affect your credit score.With a young clientbase and stiff competition, Synergy One saw an immediate need to provide value after the transaction in order to secure their borrowers’ inevitable future business. † To check the rates and terms you qualify for, one or more soft credit pulls will be done by Service provider and read the information they can provide. ![]() We endeavor to ensure that the information on this site is current and accurate but you should confirm any information with the product or Represent all financial services companies or products. SuperMoney strives to provide a wide array of offers for our users, but our offers do not (including, for example, the order in which they appear). This compensation may impact how and where products appear on this site Sponsored products and services, or your clicking on links posted on this website. The owner of this website may be compensated in exchange for featured placement of certain is an independent, advertising-supported service. This editorial content is not provided by any financial institution. Their use does not signify or suggest the endorsement,Īffiliation, or sponsorship, of or by SuperMoney or them of us.Īny opinions, analyses, reviews or recommendations expressed here are those of the author’s alone,Īnd have not been reviewed, approved or otherwise endorsed by any financial institution. *SuperMoney is not responsible for third party products, services, sites, recommendations, endorsements, reviews, etc.Īll products, logos, and company names are trademarks™ or registered® trademarks of their respective holders.
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