Empowering Connections: Transforming Client Engagement with Bethany Neeley

Episode 44 November 07, 2024 00:25:37
Empowering Connections: Transforming Client Engagement with Bethany Neeley
Lending Forward
Empowering Connections: Transforming Client Engagement with Bethany Neeley

Nov 07 2024 | 00:25:37

/

Show Notes

In this episode of Lending Forward, Bill Hitchcock sits down with Bethany Neeley from Homebot to explore how their platform is transforming the way loan officers and real estate agents collaborate. Bethany shares Homebot’s unique approach to co-branding, designed to support loan officers and agents by providing valuable client insights that go beyond traditional drip campaigns. She discusses how behavioral data helps users foster client relationships and stay proactive in a tech-driven market, whether reaching first-time buyers or seasoned homeowners.

Bethany also dives into the latest Homebot updates, from enhanced affordability tools for buyers to new features in the Home Digest, aimed at keeping clients engaged with personalized data. Wrapping up, Bethany shares her personal goal of lending it forward by helping users streamline their processes, maximize efficiency, and deliver top-notch service. Don’t miss this episode if you’re ready to take client engagement to the next level with insights from a true industry innovator!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

Other Episodes

Episode

April 27, 2023 00:11:53
Episode Cover

What To Do in a Low Inventory Market with Jeff Verry

On this episode with Jeff Verry we're covering what "back to the basics" really means, what you should be doing in a low inventory...

Listen

Episode

January 26, 2023 00:18:46
Episode Cover

Advocating for Hispanic Communities through La Bahía

Atlantic Bay believes that home ownership should be a dream within reach for everyone and we are committed to honoring our role and responsibility...

Listen

Episode 48

December 05, 2024 00:38:29
Episode Cover

Aftermath of Helene in Western NC with Cody Fox and Monica Rousseau

In this heartfelt episode of Lending Forward, we dive into the remarkable stories of not one, but two special guests – Cody Fox and...

Listen