Haven GTM brain

Haven sells borrower engagement and retention software to mortgage servicers, subservicers and lenders.

category

Mortgage borrower retention software

market profile

  • text: Mortgage servicers seek to retain homeowners and increase the value of mortgage servicing rights through recapture and cross-sell.
  • text: Borrowers need help understanding home finances between mortgage transactions, giving servicers a reason for ongoing engagement.

personas

  • title: Head of mortgage servicing or MSR portfolio
    pains:
    • Borrowers refinance or take a new mortgage with a competitor.
    • Payment portals generate limited engagement or actionable intent data.
  • title: Subservicer business development leader
    pains:
    • Needs to differentiate bids for servicing portfolios.
    • Clients expect measurable recapture and cross-sell performance.
  • title: Mortgage lender retention leader
    pains:
    • Loan officers waste time on low-intent prospects.
    • Homeowners are hard to reach before shopping elsewhere.

icp

  • text: US mortgage servicers with meaningful portfolios of servicing rights and recapture goals.
  • text: Mortgage subservicers and lenders looking to embed a branded engagement layer in an existing servicing experience.

message pillars

  • text: Improve the economics of the servicing portfolio.
  • text: Use personalized offers and intent to support retention.
  • text: Fit the platform to the customer's brand.

objections

  • objection: Will this require replacing the servicing platform?
    response: Haven says it integrates into an existing servicing experience, including when a subservicer is used.
  • objection: Will our loan officers receive useful leads?
    response: Assess lead intent and recapture outcomes in a pilot against the current portfolio baseline.

competitors

  • name: Black Knight
    why: Mortgage servicing technology competitor listed by CB Insights.
  • name: Sales Boomerang
    why: Mortgage borrower intelligence and retention competitor listed by CB Insights.
  • name: Milo
    website: https://www.mymilo.ai/plans-pricing
    why: Mortgage retention platform aimed at loan officers and lenders.

keywords

  • mortgage recapture platform
  • mortgage borrower retention software
  • mortgage servicing engagement
  • MSR portfolio recapture
  • mortgage cross sell software
  • homeowner portal

voice

  • Clear and homeowner empathetic
  • Commercial and outcome oriented

signals

  • text: A servicer is prioritizing recapture or seeking to improve MSR portfolio yield.
  • text: A subservicer is competing for new servicing contracts and needs a stronger retention offer.

hiring

  • Backend Engineer, remote US, listed on careers page

pricing

model: unknown

motion

sales_led

channels

  • SEO
  • industry partnerships
  • content marketing

confidence

high

Founders

  • name: Aditya Acharya
    title: Founder
    role: Founder
    bio: Experienced engineering leader with expertise in both sides of all fences: enterprise & consumer, front-end & back-end, IC & management. Passionate about using computers to solve hard problems to make people's lives better.
  • name: Nipun Kant
    title: Founder
    role: Founder
    bio: I lead SaaS efforts at DoorDash. My YC startup was Haven, a Series A B2B SaaS startup in the mortgage industry. Previously, I also worked at Scale AI and led growth at Industrious from $1M - $100M ARR.

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