EPISODE · Aug 5, 2025 · 37 MIN
The Top "Must Have" Marketing Automations for Loan Officers | Ep. 29
from The MLO Project · host Frazier
Send us Fan MailIn 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 Teaser00:48 Revealing Mortgage Pros 2.002:04 Challenges with High Level in the Mortgage Industry05:05 Today's Topic: CRMs and Automation05:39 Top 5 Marketing Automations for Loan Officers06:58 Automation #1: Instant Lead Response11:01 Automation #2: Abandoned Application Reminders16:40 Automation #3: Pre-Approval Follow-Up22:36 Automation #4: Google Review Requests28:48 Automation #5: Long-Term Nurture Sequence35:23 Conclusion and Upcoming WebinarRegister for the webinar!Join our HighLevel Facebook GroupTMP is presented by: Empower LOConnect with us at [email protected]
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Send us Fan Mail 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-ter...
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The Top "Must Have" Marketing Automations for Loan Officers | Ep. 29
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