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    FOR LOAN OFFICERS

    Help homeowners plan. Be ready when they ask about financing.

    Give homeowners a place to explore a plan and find their loan officer when they have a financing question, all through your mortgage brand.

    Request a demo See how it works
    Your team stays close. The homeowner chooses the next step.
    HomeCo AdminYour brand workspaceMaya Chen, loan officer
    Relationships

    A reason to reconnect.

    To follow upIn conversationPlans
    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
    Follow up using your current toolsA clear request, with the details they chose to share
    Powered by haven.tech.
    A loan officer’s relationship workspaceProduct concept · fictional example
    The relationship at work

    Stay part of your clients’ plans.

    A homeowner may be saving for a first home, planning a renovation or wondering about a move. Ask gives them helpful tools, guidance and a way to reach you. When they choose to involve you, the goal they shared gives you a clear starting point, and your mortgage brand stays in the relationship.

    A request the homeowner chooses to sendThe details they chose to share go with it.
    The homeowner
    “We’re thinking about a different home next year.”
    Chooses what to share
    HavenPermission checked. Request sent. Purpose & permissions
    Who receives it

    The assigned loan officer

    Why they reached out
    The chosen goal
    What happens next
    A clear response
    The reply comes back to where the homeowner asked.

    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 stays with your mortgage brand.

    See the brand’s side of Ask
    A question becomes a connectionInteractive concept · fictional examples
    HomeCo
    AskAsk about your home and mortgage.
    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, connectedJordan Lee
    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 your loan officer into the planWhen you’re ready to talk.
    Powered by haven.tech.
    A first-home planning conceptProduct concept · fictional example
    Across the life of the relationship

    Follow up on the plans homeowners share.

    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, connectedJordan Lee
    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
    Bring your loan officer into the planYou choose when, and what to share.
    Powered by haven.tech.
    Goals, home discovery and a loan officer 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

    Details for follow-up

    Get the homeowner’s question and how they want to be contacted.

    See how a homeowner’s request reaches the right team in the interactive demo.

    See how it works
    FOR LOAN OFFICERS

    See how Haven could fit your business.

    Follow a homeowner’s financing question into an incoming request and see the details you get for follow-up.

    Request a demo