#Boca Raton #Client Engagement #Homebot #Choice Mortgage Group

Choice Mortgage Group: A Year of Strategic Transformation

In today's competitive mortgage industry, maintaining client relationships post-transaction is crucial. Choice Mortgage Group, an independent lender based in Boca Raton, Florida, has showcased how to capitalize on a past-client database effectively, particularly during its first year of collaboration with Homebot, Inc.

Maintaining Momentum After Closing

Typically, many lenders drop the ball once a loan closes, losing touch with clients who might be interested in subsequent financial opportunities like refinancing or purchasing a new home. This scenario presents a stark contrast to the reality faced by Choice Mortgage Group. As of August 2026, the independent lender reported some impressive metrics from the first year of its partnership with Homebot, which offers a client engagement platform designed to foster long-lasting relationships.

Emmanuel St-Germain, CEO of Choice Mortgage Group, emphasized the transformative impact this partnership has had. He stated, "A year ago we were leaving relationships on the table the day a loan funded. Now our originators start the conversation with people who already trust us. That is a completely different business than chasing leads." This indicates a shift from a transactional model to one that prioritizes ongoing engagement and relationship building.

Engaging Clients Effectively

Within just one month, Choice Mortgage reported more than 3,700 purchase actions and nearly 300 selling actions, aided by its re-engagement strategies. This was achieved through targeted communications such as the monthly