Educate your clients on the value of refinancing
By adding a custom Intro to Refinancing video, you can speak to why clients should consider refinancing their home and what the process looks like. This is your chance to reinforce your role as their go-to expert for questions about their options.

In this article, you’ll find:

For step-by-step instructions on how to embed this Intro to Refinancing video (and other videos) into your client’s Homebot experience, click HERE.

When a homeowner begins exploring refinance options, your custom video will appear in the 30-year fixed scenario—as long as their current loan is at least 5 ½ months old.

"Hi, I’m [Your Name], your loan officer at [company name]. I want to give you a quick introduction to refinancing and why it could be a smart move for some homeowners.

Refinancing simply means replacing your current mortgage with a new one, usually to improve your financial situation.

Homeowners often refinance to lower their monthly payment, shorten the term of their loan to pay off their home faster, or tap into their equity for things like home improvements, debt consolidation, or other big goals.

The key is that refinancing isn’t one-size-fits-all. It depends on your current rate, your financial goals, and how long you plan to stay in your home. That’s where I come in. I can help you run the numbers and see if it makes sense for you.

Take a look around, explore some scenarios in your Home Digest, and if refinancing sparks your interest, reach out. I’d love to talk through your options and help you decide if now is the right time for you.

You can click on the pink chat bubbles throughout the report to send me a direct message, or use my contact information at the top to email or call me. I’d be happy to hear from you!"

Check out Homebot Pro, Grant Horvath, in the example video below: