Empowering Connections: Transforming Client Engagement with Bethany Neeley

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?