Give your clients more. Create more value from every relationship.
Give homeowners access to a professional Home Improvement Assessment, strengthen client loyalty and create new business opportunities — while Emotev coordinates the home-energy process.
Give clients meaningful reasons to stay connected long before renewal.
Emotev coordinates the home-energy process so your role stays simple.
Eligible completed homeowner projects can generate partner compensation.
Build more value into every client relationship.
Your clients already look to you for guidance around one of their biggest financial decisions. Emotev gives you another meaningful way to support them.
Strengthen client loyalty
Deliver useful homeowner information between mortgage transactions and create more reasons for clients to remember who helped them.
Expand your client value
Bring clients a professional Home Improvement Assessment without becoming an energy, product or construction expert.
Create new business opportunities
When homeowners move forward with eligible projects, the relationship can create additional value for your client and your business.
Your client book should not go quiet between mortgages.
Mortgage relationships can become inactive for years. Emotev creates a practical reason to reconnect with existing homeowners using useful, property-specific information about the home they already own.
Focus on the relationship. Emotev focuses on the home.
You do not need to sell equipment, understand construction specifications or coordinate Contractors. Your value remains where it should be — with your client.
From introduction to completed home project.
A simple process for you. A clear experience for your client.
Refer
Introduce your homeowner to Emotev.
Assess
A professional Home Improvement Assessment is completed.
Recommend
The qualified Contractor submits recommendations and the project quote.
Fund
The Mortgage Professional supports the financing conversation and reports funding status.
Install
Once required approvals are confirmed, the approved project moves to Contractor scheduling and installation.
Complete
The Contractor completes the approved project and final documentation is recorded.
Value for your clients. Opportunity for your business.
Emotev is designed to complement the mortgage relationship. You continue to focus on your client, while eligible completed homeowner projects can create an additional compensation opportunity.
We handle the home-energy complexity.
Your Mortgage Professional role stays clear while Emotev coordinates the Contractor, assessment and project workflow behind the scenes.
Contractor & Assessment Coordination
Coordinate qualified Contractor assignment and the professional Home Improvement Assessment.
Recommendations & Quote
Record the Contractor's recommended Home Solutions, quoted pre-tax amounts and project quote.
Homeowner Communication
Coordinate communication and next steps throughout the homeowner journey.
Funding & Project Coordination
Keep the funding status connected to the opportunity and move approved projects into Contractor execution.
Stay connected without chasing updates.
Your Partner Portal gives you one simple place to submit homeowners, follow referral progress and take the funding actions required when a project reaches that stage.
Give your clients more reasons to stay with you.
Add Emotev to your client experience, strengthen relationships across your portfolio and create new business opportunities from the home.