Awards

2020 HW Tech100 Mortgage winner: Home Captain

Increases conversions up to 10 times

Home Captain’s proprietary Conversion Optimization System works to contact, incubate and convert mortgage leads into locked loans. Blending artificial intelligence, bot communications, MLS data, targeted marketing, and white-label concierge services Home Captain increases conversions up to 10 times and reduces the overall cost per loan lock. By having a conversion optimization system, Home Captain provides loan officers and lending prospects with the tools they need to streamline the home-buying process, reduce the time spent on each closing milestone, communicate effectively and provide the white-glove approach that each consumer is seeking while reducing the overall cost to fund that loan.

  • In a head-to-head comparison with a national lead provider call center, the AI Technology (Joan) and the Home Captain Concierge team’s lead to contact rate was 300% better at engaging initial contacts than the autodialer human approach
  • Joan converses with 32% of top of funnel/low-value leads. These are interactions that gauge a customers interest, present a lender offer, and schedule appointments with concierge members
  • 17% of all top of funnel leads were matched to an agent and/or accepted the lender offer presented to the consumer

www.homecaptain.com

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Mar 18, 2026 By

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