The MLO Project

The Top "Must Have" Marketing Automations for Loan Officers | Ep. 29


Listen Later

Send us a text

In this episode of the MLO Project, hosts Frazier and Michael introduce exciting news about their new initiative, High Level for Mortgage Pros 2.0. The main discussion revolves around the top five essential marketing automations for mortgage professionals, emphasizing the importance of consistent follow-up and personalization. The five key automations include instant lead response, abandoned application reminders, pre-approval follow-up, Google review requests, and a long-term nurture sequence. The hosts highlight how these automations can help mortgage professionals stay consistent, save time, and effectively nurture leads, thereby improving conversion rates and customer satisfaction.

00:00 Introduction and Big Announcement Teaser
00:48 Revealing Mortgage Pros 2.0
02:04 Challenges with High Level in the Mortgage Industry
05:05 Today's Topic: CRMs and Automation
05:39 Top 5 Marketing Automations for Loan Officers
06:58 Automation #1: Instant Lead Response
11:01 Automation #2: Abandoned Application Reminders
16:40 Automation #3: Pre-Approval Follow-Up
22:36 Automation #4: Google Review Requests
28:48 Automation #5: Long-Term Nurture Sequence
35:23 Conclusion and Upcoming Webinar

Register for the webinar!

Join our HighLevel Facebook Group

TMP is presented by: Empower LO

Connect with us at [email protected]

...more
View all episodesView all episodes
Download on the App Store

The MLO ProjectBy Frazier

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

31 ratings


More shows like The MLO Project

View all
Loan Officer Freedom by Carl White

Loan Officer Freedom

750 Listeners

Mortgage Marketing Radio by Mortgage Marketing Radio

Mortgage Marketing Radio

262 Listeners

Loan Officer Leadership by Steve Kyles

Loan Officer Leadership

217 Listeners

HousingWire Daily by HousingWire

HousingWire Daily

166 Listeners

Good. Better. Broker. by Justin White

Good. Better. Broker.

51 Listeners

The 360 Experience by Tim Braheem

The 360 Experience

26 Listeners

Growth Notes by Jason Frazier

Growth Notes

6 Listeners