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?

In this episode of Lending Forward, we sit down with Dennis Giannetti, Coach and Trainer, to explore how mortgage professionals can not only survive but thrive during different market conditions. Dennis breaks down the two key drivers in life: faith and fear, and explains how choosing to believe in your own abilities and resilience can help you stay grounded and achieve success even in difficult times.

We dive into practical strategies for overcoming the overwhelm, staying consistent with your goals, and combating the fear-driven mindset that can stifle progress. Dennis shares his personal experiences, including insights on the "Superman Complex," and offers actionable advice on how to become the hero of your own story. Whether it’s maintaining a strong mindset, taking consistent daily action, or performing acts of kindness to elevate those around you, this episode is packed with motivation and wisdom that will inspire you to keep moving forward.

Join us as we explore how to navigate the ever-changing mortgage industry and beyond with confidence, determination, and a "burn the ships" mentality.

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?

On this episode of the Lending Forward, we bring you an insightful conversation with Dave Phillips, a seasoned association executive who shares his thoughts as he transitions into retirement, or as he prefers to call it, “refiring.” Dave is the current CEO of the Raleigh Regional Association of REALTORS (RRAR), and he joins host Eliza Delgado to reflect on his contributions to real estate law, community housing initiatives, and leadership development. He highlights key accomplishments such as drafting Virginia’s agency law and establishing housing foundations to support essential workers in affordable homeownership.

Dave emphasizes the importance of association involvement, especially for agents who have a direct impact on their local communities. He touches on the balance between managing growth, and how associations like the RRAR foster a sense of community through various local initiatives.

Dave is a treasure in our industry as he continues to foster future leaders and offer his wisdom to inspire meaningful leaders within associations. His next chapter is filled with purpose, joy, and an ongoing commitment to making a difference.

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?