Homebot
Homebot is a Denver-based SaaS platform that delivers personalized home equity insights, monthly Home Digest reports, and behavioral transaction-intent signals to mortgage loan officers, real estate agents, title agents, and insurance agents to drive client retention and repeat business.
- Company typePrivate
- Founded2015
- HeadquartersDenver, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Homebot does
Homebot, Inc. is a Denver-based SaaS company founded in 2015 that operates a client engagement platform serving mortgage and real estate professionals. The platform delivers personalized home finance content to homeowners through a monthly Home Digest email, a nationwide Home Search experience (web and iOS/Android apps), and behavioral intelligence that surfaces transaction intent signals. Underlying technology is a cloud-based platform with an Open API integrating Salesforce, Total Expert, Slack, Follow Up Boss, Big Purple Dot, Zapier, and enterprise LOS/CRM systems via custom integration.
Homebot makes money primarily through recurring SaaS subscriptions across four user segments: loan officers ($125-$300/month), real estate agents ($25-$100/month), title agents ($200/month), and insurance agents ($200/month), with custom Teams and Enterprise pricing for larger deployments. A hybrid go-to-market combines self-serve web signup for individuals with field sales for enterprise lenders, augmented by a lender co-sponsorship channel where loan officers bring real estate agents onto the platform. The company has grown to 13 million homeowners/buyers on the platform and 10,000+ paying customers, including named enterprises such as Synergy One Lending, Atlantic Bay Mortgage Group, Elevations Credit Union, Fairway Independent Mortgage, Movement Mortgage, CrossCountry Mortgage, Guild Mortgage, Caliber Home Loans, PrimeLending, and MegaStar Financial, alongside a March 2026 strategic partnership with Windermere Real Estate covering 6,000+ agents.
The company has expanded through M&A, acquiring NestReady in August 2021 (home search technology) and Quo in March 2023, and broadened its addressable market in October 2025 by launching dedicated solutions for title and insurance agents. The platform is privately held, incorporated in Colorado, with disclosed headcount in the 101-250 range and a 2017 Series-equivalent funding round of $4.5 million led by Black Knight Financial Services.
Homebot firmographics
Firmographics- Name
- Homebot
- Legal name
- Homebot, Inc.
- Website
- https://homebot.ai
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Homebot is a Denver-based SaaS platform that delivers personalized home equity insights, monthly Home Digest reports, and behavioral transaction-intent signals to mortgage loan officers, real estate agents, title agents, and insurance agents to drive client retention and repeat business.
- Ownership category
- akta.pro rank
Homebot industry classification
Industry- Product category
- Real Estate Client Engagement Software
- NAICS
- Mortgage and Nonmortgage Loan Brokers (522310), Offices of Real Estate Agents and Brokers (5312)
- SIC
- Loan Brokers (6163), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA)
- akta.pro secondary industry
- Affordable Housing & First-Time Buyer Brokerage (BPAJAAAD)
Keywords
Where Homebot is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Homebot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Marketing or Sales, Personnel, Operations
Revenue model
- Subscription SaaS: Monthly and annual subscription tiers for loan officers, real estate agents, title agents, and insurance agents. Pricing ranges from $25/month (Partner agent) to $300/month (Unlimited loan officer). Enterprise custom pricing for larger teams. Annual billing offers 16% savings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter Plan - $125/month for loan officers with up to 100 clients |
| Subscription | Monthly | Pro Plan - $225/month with up to 500 clients |
| Subscription | Monthly | Unlimited Plan - $300/month with unlimited clients and prospects |
| Subscription | Monthly | Solo Agent Plan - $50/month for individual real estate agents |
| Subscription | Monthly | Partner Agent Plan - $25/month (requires lender co-sponsorship) |
| Subscription | Monthly | Team Agent Plan - $100/month for teams of agents |
| Subscription | Monthly | Title Agent Pro - $200/month for individual title agents |
| Subscription | Monthly | Insurance Agent Pro - $200/month for individual insurance agents |
| Subscription | Monthly | Teams and Enterprise - Custom pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Homebot product offering
Product offeringCore offering
Homebot is a SaaS client engagement and marketing platform that helps mortgage lenders and real estate agents nurture relationships with homeowners, buyers, and past clients. It delivers automated, personalized financial insights—such as home equity estimates and property values—along with co-branded marketing content aimed at generating repeat business and referrals for loan officers and real estate agents.
Product overview
Homebot is a client engagement platform for mortgage professionals and real estate agents, organized as a core platform with integrated modules. The core platform centers on Home Digest (automated monthly home finance reports) and Home Search Experience (nationwide property search), augmented by Partner Intel (agent partnership insights), Behavioral Intelligence (AI-driven opportunity detection), Homebot Network (referral connections), and Send & Embed Video. The platform serves loan officers, real estate agents, title agents, and insurance agents through tiered pricing plans with features scaled by user type. Roadmap features include AI Video and AI Outreach Scripts.
Differentiator
Problem solved
Functional benefit
Products and services
- Homebot Client Engagement Platform
Quantifiable outcome
- 75% average email open rate (vs. industry average 20-30%)
- +7 more outcomes
Companies that use Homebot
Customer profileNamed customers15 records
Segments6 records
Ideal customer profiles1 record
Homebot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability6 records
Feature5 records
Homebot partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Windermere Real EstatecoreHomebot and Windermere Real Estate formed a strategic partnership to provide Windermere's 6,000+ agents across nine states and Mexico with automated home equity insights. The partnership aims to strengthen client relationships post-sale, enabling agents to send personalized reports that enhance long-term client engagement and support relationship-building and client retention initiatives.
- QuocoreHomebot purchased Quo as part of multiple private equity-backed transactions. Quo is a technology platform that was integrated into Homebot's client engagement ecosystem.
- NestReadycoreHomebot acquired NestReady, a platform that enhances the home-buying process for mortgage lenders. The acquisition combined NestReady's home search platform with Homebot's engagement platform to improve the homebuying experience and lender connectivity.
Scale indicators17 records
Recent moves9 records
Expansion highlights6 records
Homebot competitors and assessment
Company assessmentDirect peers
- Total Expert: Total Expert is a customer engagement platform purpose-built for mortgage lenders, banks, and credit unions, offering marketing automation, CRM, and member engagement tools. It directly competes with Homebot for the same loan officer and enterprise lender buyer, with overlapping integrations into LOS systems.
- Inside Real Estate (kvCORE): Inside Real Estate operates the kvCORE platform, a leading CRM, lead generation, and marketing automation suite for real estate brokerages and teams. It targets the same real estate agent and enterprise brokerage segments as Homebot's agent tier.
- Lofty (formerly Chime): Lofty is an AI-powered CRM and marketing platform for real estate agents and brokerages, offering lead generation, behavior tracking, and automated client nurture workflows. It competes with Homebot for the same agent persona, with comparable transaction-intent signaling features.
- CINC (Commissions Inc): CINC provides IDX websites, lead generation, and CRM tools for real estate teams and brokerages, with a focus on agent productivity and consumer engagement. It overlaps with Homebot's agent-facing home search and lead capture capabilities.
- Ylopo: Ylopo is an AI-driven digital marketing platform for real estate agents combining lead generation, smart CRM, and AI-powered nurture. It competes with Homebot on homeowner engagement and behavioral intelligence for real estate agent customers.
- Real Geeks: Real Geeks provides lead generation websites, CRM, and marketing tools specifically designed for real estate agents. It targets the same SMB agent segment as Homebot and competes on home search and buyer lead capture.
- BombBomb: BombBomb is a video messaging and client engagement platform heavily used by real estate agents and loan officers for personalized outreach. It overlaps with Homebot's Send & Embed Video feature and competes for the same client engagement budget.
- Bonzo: Bonzo is a mortgage CRM and client engagement platform focused on relationship management and automated follow-up for loan officers. It directly competes with Homebot on the loan officer persona and behavioral signal use cases.
Broad incumbents
- Salesforce: Salesforce is the dominant horizontal CRM with a financial services vertical that includes mortgage and real estate customers, and is one of Homebot's key integration partners. While not a focused engagement platform, it competes broadly for the same technology budget at enterprise lenders.
Emerging players
- Brivity: Brivity offers a real estate CRM and lead nurturing platform with features for transaction management and client follow-up. It is an emerging alternative targeting similar agent workflows with a lighter product footprint than Homebot.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Homebot social profiles
Digital presenceHomebot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Homebot leadership team
Management profileNumber of profiles
Profiles1 record
Homebot subsidiaries and ownership
Company hierarchySubsidiaries2 records
Homebot funding detail
Funding detailFunding overview
Funding rounds2 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Homebot M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Homebot
What does Homebot do?
Homebot is a SaaS client engagement and marketing platform that helps mortgage lenders and real estate agents nurture relationships with homeowners, buyers, and past clients. It delivers automated, personalized financial insights—such as home equity estimates and property values—along with co-branded marketing content aimed at generating repeat business and referrals for loan officers and real estate agents.
Is Homebot a public or private company?
Homebot is a private company. It is classified as venture growth investor backed and is currently operating.
When was Homebot founded?
Homebot was founded in 2015. It employs 101 to 250 people.
Where is Homebot based?
Homebot is headquartered in Denver, United States, in the North America region.
How does Homebot make money?
One revenue line is on record: subscription SaaS.
Who are Homebot's main competitors?
Direct peers on record are Total Expert, Inside Real Estate (kvCORE), Lofty (formerly Chime), CINC (Commissions Inc), Ylopo, Real Geeks, BombBomb and Bonzo. Salesforce is listed as a broad incumbent. Brivity is listed as an emerging player.
Does Homebot have an API?
Yes. Homebot's Open API allows integration with dozens of products and systems including Salesforce, Total Expert, Slack, Follow Up Boss, Big Purple Dot, Zapier, and more. The API enables data synchronization such as automatically uploading closed clients, sending client activity data (purchase/refinance intent signals) to LOS and CRM systems, and accessing Homebot data within external systems. Developer documentation is at homebot.ai/open-api.
What industry is Homebot in?
Homebot's product category is Real Estate Client Engagement Software. Its primary akta.pro industry code is FSAEAEAA, Residential Mortgage Brokerage (Purchase & Refinance), with a secondary code of BPAJAAAD, Affordable Housing & First-Time Buyer Brokerage. Its NAICS code is 522310 and its SIC code is 6163.