Homebot Review 2026: Home Value & Retention Platform
Updated February 2026
Overview
Homebot is the leading client retention platform for mortgage professionals. It sends personalized monthly home value reports, wealth-building insights, and financial scenarios to your past clients, keeping you top-of-mind for their next transaction.
Best for: Any loan officer who wants to stay top-of-mind with past clients through automated, value-adding home wealth reports.
Key Features
- ✓Monthly home value reports
- ✓Wealth-building insights
- ✓Refinance & HELOC scenarios
- ✓Buyer search alerts
- ✓Referral generation
- ✓Agent co-branding
- ✓Analytics dashboard
Pricing
Homebot pricing is typically $25-50/month per user for individual plans. Enterprise pricing available for teams. Some lenders get it through their company.
Pros
- +High borrower engagement rates
- +Beautiful, consumer-friendly reports
- +Automated and hands-off
- +Good co-branding with agents
- +Proven ROI for retention
Cons
- –Limited customization of reports
- –Borrowers may unsubscribe over time
- –Not a full CRM
- –Per-user pricing adds up for teams
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Alternatives to Homebot
Total Expert
Enterprise lenders and large broker shops that want an all-in-one marketing, CRM, and retention platform with compliance features.
Sales Boomerang
Loan officers and teams with a large past client database who want to be the first call when a borrower is ready for a new transaction.
Mortgage Coach
Loan officers who use education-based selling and want professional visual tools to present loan scenarios and build long-term client relationships.