For clients who've already closed

You survived buying
the home. Now comes
the part nobody
teaches you.

A running resource from your loan officer — weekly videos, equity tools, and the trusted people you'll need next, all in one place you can come back to for as long as you own the house.

Home exterior at dusk
SHEET 01

Weekly Video Library

A new short video every week — rate moves, equity, market updates, and whatever's actually worth 3 minutes of your time. Archived and searchable, so nothing gets lost in an inbox.

Rates
Did rates actually move this week?
JUL 14, 2026
Equity
HELOC vs. cash-out refi, plainly explained
JUL 07, 2026
Market
Denver metro: what homes actually sold for
JUN 30, 2026
SHEET 02

Adopt My Mortgage

You're already set up with Homebot — no action needed there. But if you'd like a closer eye kept on your specific loan (refi triggers, PMI removal timing, rate-lock windows), sign up here and I'll personally flag it when it's worth a conversation.

Self sign-up · optional Adopt my mortgage
SHEET 03

Your Homebot Report

Every client is enrolled automatically at closing — this is just here so you remember what it is and where to find it.

Already active on your loan

Homebot tracks your home's value, equity, and payoff progress, and emails you a monthly snapshot. If you're not seeing it, check spam or reach out and I'll resend your invite.

Find my Homebot report
SHEET 04

Referral Partners

The people I actually trust and refer my own clients to — realtors, insurance, inspectors, contractors. Public, so you can pass this page along to anyone who needs one of them.

All Insurance CPA Financial Planning Contractors Plumbing Termite & Pest
Insurance
Maria Chen — Chen Insurance Partners
Homeowners & umbrella policy bundling.
CPA
Harold Voss, CPA
Mortgage interest & property tax deductions.
Financial Planning
Priya Nair — Nair Wealth Advisors
Home equity in the broader financial picture.
Contractor
Ruiz Home Renovations
Kitchens, baths, and value-add remodels.
Plumbing
Steady Flow Plumbing Co.
Emergency calls & routine maintenance.
Termite & Pest
Guardian Pest & Termite
Annual inspections & treatment plans.

Are you a referral partner? Get listed here and opt in to the weekly partner email.

Join the directory
SHEET 05

Resources

Evergreen reference — the stuff worth bookmarking, not just watching once.

Cozy home interior
The homeowner's year-by-year checklistGuide
Mortgage terms, decodedGlossary
When does refinancing actually pay off?Guide
Appealing your property tax assessmentHow-to
Seasonal home maintenance calendarChecklist
Removing PMI — what actually qualifiesGuide
Stay in touch

One email a month. Worth opening.

A short recap of the month's videos, market moves, and anything worth knowing about your home — no fluff, no selling.

Past clients: monthly digest · Referral partners: weekly updates — choose your list