Homebot’s integration with the Black Knight Surefire CRM makes it effortless to provide personalized home financing information to homeowners

DENVER , May 31, 2022 /PRNewswire/ — Today, Homebotan award-winning customer engagement and retention portal that empowers consumers to build wealth through homeownership, announced its integration into Infalliblethe industry leader customer relationship management (CRM) and mortgage marketing automation software from Black Knight, a leading provider of software, data and analytics that drives innovation in the mortgage, services and real estate industries, as well as the capital and secondary markets. This integration helps streamline the delivery of homeownership information to drive customer loyalty.

Using Surefire CRM as a system of record, the API integration updates Homebot with customer and loan file data, initiating an automated workflow that provides Homebot’s personalized monthly financial information. Homebot’s monthly summaries feature financial dashboards that display customers’ estimated home value, potential sale and refinance scenarios, short-term rental options, investment opportunities and more. With Homebot’s personalized home financing information, borrowers are more likely to reach out to their loan officer and realtor when looking to buy their next home.

“The integration with Surefire automates the transfer and continuous updating of customer data so that loan originators can immediately experience the relationship building benefits of Homebot,” said Homebot’s CEO. Charlie Prat. “Homebot’s monthly emails create valuable opportunities for lenders to retain past clients, co-brand with partner realtors, and boost business.”

“Our integration with HomeBot gives Surefire users another powerful tool to help create customers for life,” said Erik Enright, Managing Director of Surefire at Black Knight. “Surefire’s award-winning creative content and automated marketing workflows, combined with Homebot’s monthly emails, allow lenders to foster long-term relationships with borrowers by providing valuable insight into their home’s value and alternative financing options.”

About Homebot:

Founded in 2015, Homebot is a customer engagement and retention portal that maximizes repeat and referral activity for lenders by enabling consumers to build wealth through homeownership. The award-winning portal provides each client and prospect with personalized, actionable insights throughout the homeownership lifecycle. With an average monthly engagement rate of 50%, Homebot ensures that lenders and agents remain the trusted advisors consumers rely on to make informed decisions about the greatest asset they can own, their home.

Twitter: @BlackKnight @mortgagecrm @homebotapp @VIPMortgageInc #mortgagemarketing #marketingautomation #digitalmortgage #fintech #housing

Media contacts:
Ashley Remstad
Marketing Director
[email protected]

Leslie Colley
DepthPR for Surefire
[email protected]
(404) 390-3830


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