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    FOR LOAN OFFICERS

    Stay useful through every chapter of home.

    Give homeowners a place to explore their plans, find you when your expertise fits and continue the conversation through your mortgage brand.

    Set up a demo Explore the experience
    HomeCo AdminYour brand workspaceMC
    Relationships

    A reason to reconnect.

    To follow upIn conversationPlans
    JL
    Jordan LeeHomeCo homeowner · Contact requested
    New
    “We’re thinking about a home with more outdoor space next year.”
    What matters
    More space, a comfortable monthly budget
    Timing
    Exploring the next 12 months
    Shared by Jordan
    Goal, timing and contact preference
    Prepare a follow-up
    Continue through your existing workflowA clear request, with the chosen context
    Powered by haven.tech.Product concept · fictional example
    A loan officer’s relationship workspaceProduct concept · fictional example
    How it fits together

    Your relationship, inside a connected experience.

    A homeowner may be saving for a first home, planning a renovation or wondering about a move. Ask connects useful tools and guidance to a recognizable person. When the homeowner chooses to involve you, their shared goal gives the next conversation a clear starting point and keeps the mortgage brand in the relationship.

    A chosen connectionThe context stays with the request.
    The homeowner
    “We’re thinking about a different home next year.”
    Chooses what to share
    HavenConnect. Govern. Route. Purpose & permissions
    The next owner

    The assigned loan officer

    Why they reached out
    The chosen goal
    What happens next
    A clear response
    A response returns to the experience that started the request.

    Illustrative connection. Information is shared for the homeowner’s chosen purpose.

    A useful question. A familiar person.

    Bring the loan officer into the homeowner’s plan.

    A homeowner starts with what matters to them. Ask helps them explore, introduces their assigned loan officer when the question fits and lets them choose what to share. The conversation continues through the mortgage brand’s relationship.

    See the brand’s side of Ask
    A question becomes a connectionInteractive concept · fictional examples
    HomeCoJL
    AskGuidance, connected to your home.
    Jordan’s question

    We’re thinking about moving next year. Where should we start?

    A plan, with someone you know.

    Start with your priorities and timing. Maya, your loan officer, can help you explore the mortgage questions when you’re ready.

    Next-home planningTiming & prioritiesCredit context · your choice

    Exploring a question does not send it to your loan officer.

    Powered by haven.techProduct direction · simulated actions
    The homeowner gets useful help. The loan officer stays involved. The brand stays connected.Availability and recipient assignment depend on the configured experience.
    Before they’re ready to apply

    Be part of the plan from the beginning.

    A savings goal, a monthly budget or a first-home question can open a useful conversation. Give homeowners a way to prepare and a clear route to the person who can help.

    HomeCoYour home, connectedJL
    Plan

    Your first home starts here.

    A place of your own, one step at a time.

    Start with what you can save and what you want your monthly life to feel like.

    Down payment goal
    $20,400 saved68% of your goal
    Example savings goal: $30,000. Your plan can change with you.
    1. Find a comfortable monthly budgetUnderstand the whole cost of owning.
    2. 2
      Build your savings planA clear next milestone: 75%.
    3. 3
      Bring an advisor into the planWhen you’re ready to talk.
    Powered by haven.tech.Product concept · fictional example
    A first-home planning conceptProduct concept · fictional example
    Across the life of the relationship

    Stay connected to what changes.

    A growing family, a renovation or a future move can change what someone needs from their home. Bring the goal they choose to share into your existing follow-up workflow.

    HomeCoYour home, connectedJL
    Explore

    Make room for your next chapter.

    Space to growA place to workRoom in the budget
    A home surrounded by a leafy garden Your place to call home
    A possibility worth exploring

    A little more space for the life you’re planning.

    Bring your priorities, timing and financial picture into the same conversation.

    Review your next-home plan
    MC
    Bring your loan officer into the planYou choose when, and what to share.
    Powered by haven.tech.Product concept · fictional example
    Goals, home discovery and an advisor connectionProduct concept · fictional example
    01

    A recognizable person

    Help homeowners find their assigned loan officer and understand how to reach them.

    02

    A reason to reconnect

    Start with a financial goal, project or move the homeowner has expressed.

    03

    Context for follow-up

    Carry the chosen question and contact preference into the appropriate workflow.

    See how the brand, homeowner and receiving team connect in the interactive network concept.

    Explore the network demo

    Let’s make it specific.

    What could this look like for your business?

    Set up a demo