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We want to show you the NEO Experience

With the right tools and guidance, owning a home can create a lifetime of value

For most people, owning a home is a wise investment that can pay off in the long run. In fact, for many Americans, their home is their most significant financial asset, making up around half of their total wealth. This means a home can be a great source of financial security and help people achieve their dreams, like paying for college or saving for retirement.


That's why it's essential to plan for the future and seek professional guidance to ensure that you're making the right decisions. The "NEO Experience" offers just that: expert help to guide you in growing and protecting your wealth, making intelligent real estate decisions, and maintaining your home to increase its value over time. With the proper guidance, you can secure your financial future for yourself and those that matter the most to you.

"Mortgage Under Management" will focus on 5 key areas

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We combine our knowledge of the current housing market and past trends, interest rates, and your whole financial picture to ensure you always have the loan and repayment strategy that makes the most sense for your financial picture.


We also proactively help you determine whether you have the appropriate level of insurance - including home, auto, umbrella, medical, disability, and life - and will help you find (if needed) and work with a trusted and qualified professional who can determine and secure the proper protections you need. 


The last thing we want you to do is to find yourself in a position of having more liability but not having the budget, financial means, or plan to put the proper protection in place.  

Choose an option below or scroll down for more information on our complimentary technology and processes 

NEO Experience App

Home Concierge Service

Relocation Services

Real Estate Wealth Digest

Homebuyer Digest

Download the NEO Experience App

and keep your finances on track!

or download it from your mobile store and enter in invite code SmartNEO

Our NEO Experience App is a free and secure all-in-one financial fitness app with the tools and resources to help people build and monitor their credit, manage their financial accounts and debts in real time, create trackable goals and budgets to save for their financial goals, and establish positive financial habits.

The app provides tools and resources to help you build and monitor your credit and manage all your financial accounts in one place, in real time. Create goals and budgets to save for a home down payment, buy a car, pay down student loans and credit cards, or whatever matters most to you.

People can use any combination of the available tools of the app. If they use another program to manage their budget or financial net worth, they can easily skip over setting up that part of their profile.

Watch the Video below for more information:

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NEO’s Home Concierge Service

Centralize everything and everyone connected to your home

With the mission of helping people be successful homeowners and minimizing the cost of homeownership, NEO provides a complimentary lifetime subscription to HomeBinder.

This home management platform centralizes everything, and everyone connected to your home. Whether you are new to your home, have lived there for many years, or are looking to sell, HomeBinder helps homeowners maximize home value at all stages of ownership.

If the time comes for you to move to a new home (or you want to provide information to an appraiser for a refinance), you can print out a comprehensive report that includes (based on what you select) all of your unique home information such as home improvements, appliances, and regular maintenance details. You can also include information like past service providers, paint colors, and more.

Various personalized reports are available for appraisers (for refinancing or selling purposes) and new buyers. These reports aim to instill confidence in the level of care given to the home and allow easy access to essential home details.

Watch the Video below for more information:

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NEO’s Relocation Services

Move, and feel at home faster

We've partnered with Updater, a completely free, easy-to-use app to save you a ton of time and money spent moving in to your new home.

Email us to sign you up with Updater which you can then download to organize and complete your moving tasks in one place. You'll save time searching for and comparing service providers, money on new home purchases, and effort organizing your to-do list. 

NEO’s Monthly Real Estate Wealth Digest

Stay up to date on your wealth through real estate

We believe that no one should ever have to guess the value of their home and what that means to them and their family.

To help homeowners fully understand their wealth through real estate and watch as it changes each month, we offer a complimentary subscription with Homebot.

Homebot will send a monthly personalized report that includes an interactive financial dashboard designed to empower people to build wealth with their greatest financial asset: their home!

It is also a reminder to celebrate the success of being a homeowner, as it is not an opportunity that everyone can have.

Enter your address below to look up your value


Homebot for Buyers


We look forward to being the guide on your homebuying and wealth-building journey.

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