How Homebot used AI agents to generate $1.5M in new pipeline in a single month | Common Room

How Homebot used AI agents to generate $1.5M in new pipeline in a single month

“We chose Common Room as we believe it offers the best of both worlds—a best-in-class signal capture platform with best-in-class agentic AI capabilities.”

Sam Warren
Director of Revenue Operations

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Summary

How Homebot turns buyer intelligence into pipeline with AI

About Homebot Homebot is a homeownership platform trusted by top mortgage lenders in the U.S. that helps loan officers and real estate agents automate homeowner insights and close more loans.

Problem Homebot needed to eliminate siloed tools and automate manual processes in order to help its AE team generate more pipeline more quickly.

Solution Homebot replaced multiple tools with Common Room’s all-in-one platform, giving RevOps and AEs a single place to capture, orchestrate, and activate data and signals using AI agents and automated workflows.

Strategy Homebot uses Common Room’s AI and automations to identify and enrich prospects, research accounts, prioritize leads, and craft relevant messaging for every contact rapidly and at scale. Intuitive, easy-to-use UIs enable RevOps and sales to quickly iterate on sales plays and take action on high-intent, high-fit prospects fast.

Results Common Room generated:

Key quotes

“The time to value and the time to aha moments is so quick with Common Room. There was a eureka moment every week after launch.”

Sam Warren
Director of Revenue Operations

“My AEs absolutely love Common Room. It saves them hours and hours of time. Before RoomieAI, they used to spend a lot of time on research. Now their research is essentially being done for them.”

“I’ve had reps come up to tell me that being able to generate a personalized email and edit it in-platform is saving them so much time. And with Common Room’s AI writing assistant, they can update messaging however they want in seconds.”

Trade data silos for an all-in-one platform

Outside of its product-led sales motion, Homebot has a small team of AEs who do their own prospecting, focusing primarily on loan officers and real estate agents within enterprise organizations.

These AEs bounced between multiple tools—Salesforce, LinkedIn Sales Navigator, ZoomInfo, Google, ChatGPT, Outreach, and so on—to capture buying signals, enrich contacts, research accounts, and prioritize prospects.

Director of Revenue Operations Sam Warren wanted to fix that by leaning into AI and automation.

He kicked off an exhaustive evaluation of numerous RevTech vendors. Common Room emerged as the clear winner.

“We chose Common Room as we believe it offers the best of both worlds—a best-in-class signal capture platform with best-in-class agentic AI capabilities,” Sam said.

Common Room’s always-on signal capture—from website visits and LinkedIn engagements to job changes and keyword searches—impressed the team.

AI-powered signal capture

Common Room’s AI-powered signal capture automatically fetches contact, account, and activity data from your first-, second-, and third-party data sources. Our machine learning algorithms process this data and turn it into structured outputs for team members to access, analyze, and action on.

Just as impressive was the ability to reveal the real people behind the buying signals via Person360™—Common Room’s automated identity resolution and waterfall enrichment engine.

Names, job titles, work histories, email addresses, phone numbers, cross-channel activities, and key firmographic information are all served up in a unified profile for each contact and account—automatically and right out of the box.

AI-powered identity resolution and waterfall enrichment

Common Room’s out-of-the-box identity and enrichment engine uses machine learning models to automatically deanonymize contact and account activity, merge cross-channel signals into unified profiles, and fill in the blanks with rich contextual data.

Empower Ops and sales with intuitive tooling

Common Room’s ease of implementation and ease of use were also big selling points.

Sam quickly got the platform up and running on his own.

“Versus hiring a $60K a year Clay agency, Common Room is a no-brainer,” Sam said.

Meanwhile, reps now had access to a sales-friendly UI purpose-built for fast and easy actioning.

Reps simply log in to receive prioritized lead lists and complete context for every contact and account. Even better, they can take action from the exact same place.

There’s no need to toggle between tabs or cobble together info from separate data sources.

Everything reps need lives in a single platform and is accessible in an easy-to-use workbench tailor-made for customer-facing teams. This helps Homebot accelerate speed to lead.

“The time to value and the time to aha moments is so quick with Common Room,” Sam said. “There was a eureka moment every week after launch.”

Extract actionable insights with AI

Homebot’s challenge wasn’t just spotting signals—it was prioritizing the right ones and using them to equip reps with deep context for their target accounts.

For instance, a massive financial institution like Wells Fargo has many different business units.

Identifying activity among employees is less of a challenge than narrowing the scope to the mortgage division and insights specific to people in those roles.

Enter Common Room’s AI agents.

Sam uses RoomieAI™ Capture to proactively find, synthesize, and summarize business-relevant insights from across its connected data sources and the open web.

Mortgage hiring trends, bank and credit union membership numbers, relevant takeaways from recent earnings calls—all this and much more is delivered to reps right where they work and tailored to each account.

Data and signal capture agent

RoomieAI Capture automatically captures, synthesizes, and analyzes account-level insights from the public web and your internal data sources, all based on your custom configuration. This information is then summarized and delivered to reps in Common Room’s sales workbench.

Reps use these insights to prioritize accounts and personalize their approach.

Playbook automation

Common Room’s intelligent automations build auto-replenishing segments using your custom filtering criteria, automating play creation based on any combination of contact, account, and activity signals.

Automate hyper-relevant outreach

AI research isn’t the only time saver for Homebot’s sales team.

With RoomieAI Activate, reps can craft personalized, relevant messaging for any contact in real time.

Data and signal activation agent

RoomieAI Activate crafts highly personalized, highly relevant messaging for every contact in real time using retrieval augmented generation. Send or sequence messaging with a single click or automate outreach from end to end.

When viewing a contact in Common Room, reps are able to pick and choose from prebuilt, RevOps-approved message snippets designed for certain regions, business types, and signal scenarios, like web visits and job changes.

Reps simply select the appropriate snippet and RoomieAI instantly generates a tailored message based on all first-, second-, and third-party data points and signals captured in Common Room.

This allows reps to rapidly draft and deliver made-to-order messaging for every prospect.

“I’ve had reps come up to tell me that being able to generate a personalized email and edit it in-platform is saving them so much time,” Sam said. “And with Common Room’s AI writing assistant, they can update messaging however they want in seconds.”

Results

Homebot initially rolled out Common Room to two AEs. They booked four enterprise meetings within their first week.

Within a month of AEs using Common Room and its AI agents, Homebot generated $1.5 million in new pipeline.

Five months since implementation, Common Room has delivered more than 250% ROI for Homebot.

“It’s a testament to Common Room and RoomieAI,” Sam said. “This is a completely different type of outbounding than what we were doing before. This is next-level stuff.”

For revenue teams juggling multiple tools and struggling to scale personalized outreach, Homebot's playbook offers a clear path forward: consolidate your tech stack, let AI handle the research, and focus your human talent on what matters most—building relationships and closing deals.