01 · MarTech stack

MarTech that actually works for you.

Attract, educate, convert and retain your clients with ease. We equip you with industry-leading tools and train you to use them for maximum effect, without the hassle.

  • AI-powered, automated and integrated into your business to save you time
  • Designed for ease of use, so you can focus on relationships, not tech headaches
  • Keeps you ahead of the curve with industry-leading platforms
  • Supported by a team that makes sure your marketing truly works for you
Encompass by ICE Mortgage TechnologyTotal ExpertTrustEngineHomebotMortgage CoachListReportsSocialCoachExperience.comMBS HighwayWinLocalHFG GO

The whole journey

Technology that powers every stage of the customer journey.

Not a pile of logins. A connected ecosystem that follows the customer from first impression to lifelong relationship, with every platform chosen to give you back the one thing you can't buy: time.

  1. AttractCapture attention and build awareness
  2. EducateGuide prospects at key decisions
  3. ConvertTurn prospects into clients
  4. RetainEarn referrals for life
01

Attract

Capture attention and build awareness with standout tools and support.

SocialCoachSocial media

SocialCoach

Stay visible on social without the stress. Automated, done-for-you campaigns with compliant, ready-to-post content, plus video scripts, a teleprompter and scheduling. Our in-house marketing team handles 1:1 setup and hands-on support.

WinLocalDigital business card

WinLocal

Share your contact info instantly by NFC, QR code or SMS keyword. Grow your network with no app download while building a retargetable audience, then reach further with integrated paid ad campaigns.

Example co-branded agent event invitationIn person

Events

From concept to execution, we help you plan, market and host co-branded events of any size, from intimate agent luncheons to large sponsored experiences.

Experience.comReputation

Experience.com

Positive reviews attract new business. Showcasing client feedback across Google and social builds trust before the first conversation.

02

Educate

Build trust by informing and guiding prospects at key decision points.

ListReportsAgent co-marketing

ListReports

Give real estate partners beautiful, co-branded resources that simplify buyer education and boost your joint marketing.

Homebot Home SearchHome search

Homebot Home Search

A branded, ad-free home search built for buyers, with affordability tools, seller concession filters, assumable loan indicators and real-time market temperature, always connected back to you.

Mortgage CoachLoan presentation

Mortgage Coach

Turn rate shopping into relationship building with interactive loan comparisons and total cost analyses. The built-in AI assistant writes scripts, emails and borrower-friendly explanations for every scenario.

MBS HighwayMarket intelligence

MBS Highway

Daily market updates, Cost of Waiting visuals and localized housing data that position you as the trusted advisor.

03

Convert

Turn informed prospects into committed clients.

Point of sale

HFG GO

Our point-of-sale system for taking loan applications. Borrowers apply with you online, from any device, through the same link on your website.

Total ExpertCRM

Total Expert

A CRM built for mortgage. Design custom borrower journeys that adapt to each client's stage, from first inquiry to post-close, with custom campaigns, branded templates and SMS outreach. Nothing off-the-shelf.

Homeowners Intelligence appBorrower intelligence

Homeowners Intelligence

AI-driven alerts that tell you who to contact and when: equity, life-event and rate-change signals, with in-app scripts and presentations. Try the demo.

Illustration of a shareable video page on a phoneVideo

SocialCoach MVP

Create a shareable video page in seconds, with your video, a call-to-action button and a unique link to send by text, email, CRM or DM.

04

Retain

Deepen relationships and earn referrals for life.

Experience.com review leaderboardReputation

Experience.com

Automated review collection and syndication push positive reviews across Google and social, keeping you top of mind when clients are ready for their next move.

Homeowners Intelligence move-up alertBorrower intelligence

Homeowners Intelligence

Continuously monitors your database for refinance, equity and move-up opportunities long after closing, with built-in scripts to re-engage at the right time.

Homebot client market viewClient engagement

Homebot

An AI-powered retention engine. Personalized equity reports, refinance alerts and financial dashboards keep clients engaged, while smart lists surface who is most likely to refinance, sell or buy again.

Total Expert contact journeysCRM

Total Expert

Custom post-close campaigns, milestone reminders and nurture tracks designed for HFG loan officers, so you earn repeat business.

Built by HFG ยท Homie Tools

Ten client tools, built in‑house.

Not another vendor login. Homie Tools is our own portal of client-facing tools, built by HFG for HFG loan officers. Run a scenario in minutes and send a polished report with your name on it.

For buyers

  • Why Now Analysis
  • Rent vs Buy
  • Home Affordability
  • Mortgage Calculator

For sellers and agents

  • Seller Strategy
  • Net Proceeds

For homeowners

  • Debt Consolidation
  • Refinance Comparison
  • Extra Payment

For builders

  • Builder Incentive
Homie Tools client reports: Why Now, Seller Strategy and Debt Consolidation

A report your client actually reads.

Every tool ends in a branded, client-ready report. The Why Now Analysis, for example, shows a buyer what waiting is likely to cost them in plain numbers, with your name and contact on every page.

  • Built for the conversationEach tool starts from a question to ask the client, not a form to fill in.
  • Honest by designWhen renting wins, Rent vs Buy says so. Projections are labelled as assumptions.
  • Live on day oneAll ten tools are ready the day you start.
Why Now Analysis report, page one

Your own website

A personal site, built for you on day one.

Every loan officer gets a personal website on homeownersfg.com, built and kept current by our marketing team. You never touch a page builder.

  • Apply with youYour HFG GO application link, front and center.
  • Payment and affordability calculatorBorrowers run their own numbers, on your page.
  • Your reviews, loans and processEverything a borrower or agent checks before they call.
  • A short link for your cardshomeownersfg.com/yourname.
Example loan officer website, desktop Example loan officer website, phone

Custom marketing

Creative designed just for you.

Sometimes you need more than templates. Our in-house design team delivers fully custom assets, from flyers and digital ads to presentations, signage and beyond, so you stand out in your market.

HFG print pieces: a client report, a listing flyer and business cards

HomieIQ

An expert in your pocket.

Not every tool is client-facing. HomieIQ is our proprietary AI assistant for loan officers: instant answers on product guidelines, pricing details and scenario fit. Just ask.

HomieIQ

Let's connect

See what your business looks like at HFG.

A confidential conversation, on your schedule. No pressure, no obligation.

Schedule a confidential call