The MLO Project
Dismantling the Status Quo, One Episode at a Time.
The MLO Project is THE podcast for loan officers and industry professionals who are ready to evolve. We’re here to disrupt the old guard, break free from outdated norms, and deliver insights that actually matter.
Hosted by mortgage industry veterans Jason Frazier & Michael McAllister, The MLO Project promises No fluff. No clichés. Just real talk, fresh ideas, and actionable takeaways to elevate your career and the industry.
The MLO Project is presented by Empower LO
The MLO Project
The Top "Must Have" Marketing Automations for Loan Officers | Ep. 29
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
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TMP is presented by: Empower LO
Connect with us at mloproject@empowerlo.com
