How it works

Good help.
Closer to
home.

A question. A home project. A mortgage payment. See how your brand and the right people stay connected around the homeowner’s next step.

Set up a demo See how it works

Meet the people in the network

Your brand

The network

Your relationships. One connected experience.

From your team to their screen.

Your brand. Their next step.
Try it from both sides.

Pick a homeowner moment. Shape the experience under your brand, then follow the request to the person or team who can help.

Interactive concept · fictional examples · future administration workflows. All actions are simulated.

Built around your relationships

Lenders Loan officers Servicers Marketers MSR investors Affiliates & providers

01 The relationship

The loan closes.
The relationship keeps going.

Homeownership keeps changing after the loan closes. A payment question. A kitchen project. A growing family. A plan to move.

Haven connects mortgage brands, servicing teams and network participants around those moments. Help homeowners find useful information, explore possibilities and reach the right people through an experience that feels like your brand.

Understand the platform

The homeowner journeyOne relationship. Many moments.

Your brand

A familiar connection through every chapter.

The people in the relationship

Still their person.
One click away.

Help loan officers stay useful to homeowners through questions, plans and the next conversation. Each useful connection strengthens the mortgage brand’s relationship across the full journey.

Explore the loan officer’s role

A question becomes a connectionInteractive concept · fictional examples

HomeCo

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.

The homeowner gets useful help. The loan officer stays involved. The brand stays connected.Availability and recipient assignment depend on the configured experience.

One shared journey, shaped around your brand.See how brands shape Ask

02 The connected experience

Portal

A familiar place for life at home.

Mortgage information, useful insights and help, brought together under your brand.

Wallet

A clearer picture. A plan for what’s next.

Our direction for financial context, home records and homeowner goals.

Network

More ways to help, all within reach.

Offer homeowners useful services and people for the moments that come with owning a home.

Portal · The everyday

Mortgage essentials,
in one place.

Help homeowners find payment information, navigate a servicing change and reach the team that can help. Keep your brand present in the moments they return to.

Explore Portal

A home surrounded by a leafy garden — Your brand, in the everyday experience.Product concept · fictional example

Wallet · Where we’re taking the relationship

Understand today.
Plan what’s next.

We’re bringing the home’s financial picture, important records and future goals into a more connected relationship. Give homeowners useful context and room to plan.

Explore Wallet

HomeCoYour home, connected

Wallet

A little perspective. More possibility.

Your home, in perspective

$186,000Illustrative estimated equity

Estimated home value $510,000Mortgage balance $324,000

Example estimates, not an appraisal or available credit.

Credit & account insightsChoose the information you connect

Your choice

Changes worth a closer lookSee the source behind each update

Your home project

$12,000 saved60% of your goal

An example savings plan for a $20,000 project.

Financial context, with the homeowner in control.Product concept · fictional example

03 One connected next step

A homeowner chooses.
The right team takes it from there.

From a mortgage question to a home project, connect a homeowner’s chosen next step to a participant who can help. Keep the context with the request so the relationship can continue.

A chosen connectionThe context stays with the request.

The homeowner

“I’d like help planning a home project.”

Chooses what to share

Connect. Govern. Route. Purpose & permissions

The next owner

The right home professional

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.

04 · The work behind it

You bring the relationship.
We connect the pieces.

We connect your systems, configure around your brand and bring the right capabilities and participants into the journey. Product, integration and ongoing improvement work together.

See the whole platform

The work behind the experienceBuilt, connected and improved together.

01
Connect
Your systems, brand and relationships.
02
Configure
The capabilities and journeys that fit.
03
Operate
A clear owner and path for each interaction.
04
Learn
Useful actions, follow-through and outcomes.

What we learn informs the next improvement.

The work, in the world

Useful connections.
A history of building them.

Our public announcements show how the homeowner relationship has shaped the platform over time.

A property-tax question

The homeownerA clearer picture of costs

Escrow monitoringUnderstand what changed

OwnwellAssessment & appeal services

Partnership announced November 2024

A published partnership · November 19, 2024

More clarity around property taxes.

Haven and Ownwell announced a connection between escrow monitoring and property-tax assessment and appeal services. A practical example of bringing relevant help into the homeowner experience.

Read the announcement

Recognized in
mortgage technology.HousingWireTech100 Mortgage2024 honoree PropTech BreakthroughDigital Mortgage Innovation of the Year2024 winner

Meet the people behind Haven

From the journal · August 11, 2026

We’re now haven.tech.

A letter on our new name, and the homeowner relationship at the center of our work.

Read Jonathan’s letter

Put your team
in their corner.

What could this look like for your business?

Set up a demo

Good help.
Closer to
home.

Your brand. Their next step.
Try it from both sides.

The loan closes.
The relationship keeps going.