Shared Understanding Software 

Our most sought after product is SoldBot, our shared understanding software. SoldBot is offered to our clients through a regional, state or national licensing agreement.

SoldBot is SFR transaction management software used by real estate brokerages, mortgage originators, home improvement contractors and closing service providers.

The screenshots of SoldBot below display:

  1. Home sellers who have listed their homes for sale with a real estate agent using SoldBot and have communicated to their agents that they will be purchasing another home after their home sale and;
  2. First time homebuyers who are using a real estate agent. 

Real estate agents use SoldBot to automate up to 97% of their labor when completing a home sale transaction including paperwork, communications, PDF generation, e-signature, client management, vendor management, closing management, marketing and other digital solutions. 

Home improvement contractors use SoldBot to determine who may need their servicesa and the ability to contact the customer.

Mortgage originators use SoldBot to determine who may need a mortgage and have the ability to contact the customer.

Customer informaiton is viewed in real-time as the real estate agent is using SoldBot which means the information is often pre-MLS allowing your team to fish much farther upstream than you competitors which results in a very high conversion rate on customers you contact.

Furthermore, while the real estate agents do not make customer referrals to your team, the warm handoff between the agent, their clients (homebuyers) and your team is established by having one of your team members introduced to the agent's client  the moment the agent's listing or buyer's agreement is exectued by the client.   

All customer information shared with your team meets personal information disclosure regulations for all 50-state and Washington D.C. including the California Consumer Privacy Act of 2018.  Each real estate agent client opts-in to sharing their data through through dicslcosure information on the agent's website as well as when they execute the agent's listing and/or buyer's agreement.

Finally, no SoldBot information is ever stored on your servers. SoldBot is a cloud-based solution only and your team has "view-only" permission to review agent/client information with the ability to download a PDF of agent/client informaiton. This eliminates data-privacy concerns for your team and your company or SoldBot accessing data from your servers. 

 

 

Listing / Buyer Agreement Screen

In real time, you team knows when a home seller or buyer has executed a listing or buyer's agreement and has confirmed they will be buying a home.  Set alerts to know when certain actions ocur and drill-down into the data for more granular reporting. 

 
 

 

  Granular Reporting

You know:

  1. When the home seller has signed their listing and buyer's agreement, their name, phone and email, price ranage for the new home purchase and the city, county, state of where the buyer is looking to purchase.
  2. When the first time homebuyer has signed their buyer's agreement, their name, phone and email, price ranage for the home purchase and the city, county, state of where the buyer is looking to purchase.

 
  

  The Client Meets Your Team

The home seller or buyer is introduced to your team member when they sign their listing / buyer's agreement as shown in the below example with the red circle.  This introduction helps create a solid relationship between your team and the homebuying client.

s

 

 
  

  Cost Recovery For Mortgage

Please contact us today to recieve your custom Lender Cost Recovery excel spreadsheet which breaks down your cost recovery based on region.   

 

More On SoldBot

SoldBot's artificial intelligence and predictive modeling automates a home sale transaction for real estate agents and has managed the sale of ~70,000 homes nationwide for consumers, lenders, loan servicers, Wall Street firms and GSE's.



 

 

 

Client List

SoldBot has been used by many of the top banks, servicers, hedge funds, mortgage companies and the GSE.  Below are financial clients that have used SoldBot in some form to sell single family residential assets nationwide:

  • Chase
  • Citi
  • Bank of America
  • Wells Fargo
  • UBS
  • Fannie Mae
  • Freddie Mac
  • GE Capital Mortgage Services
  • Saxon Mortgage Services
  • BBVA Compass
  • Deutsche Bank
  • PHH Mortgage
  • First Horizon Bank
  • Midland Mortgage
  • Mortgage Guaranty Insurance Corporation
  • Department of Veterans Affairs
  • GMAC Rescap
  • Ocwen
  • Florida Housing 
  • Dovenmuehle Mortgage
  • SunTrust Mortgage
  • Meritech
  • Banc One
  • Bank United Mortgage
  • U.S. Department of Housing
  • Irwin Home Equity
  • Alliance Mortgage Company
  • Republic Bank
  • Fleet Mortgage Group
  • NationsBank
  • AccuBanc Mortgage
  • Advanta
  • First Union Mortgage
  • Union Bank of California
  • Norwest Mortgage
  • The Money Store
  • Huntington Mortgage
  • First Union Mortgage
  • Indymac Bank
  • Crossland Mortgage
  • SN Servicing
  • American Home Mortgage
  • Marin Midland Mortgage
  • Aurora Loan Services