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

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]

Episode metadata supplied by the publisher feed · Published Aug 5, 2025

Embed this episode

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...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

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

0:00 37:55

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The MLO Project?

This episode is 37 minutes long.

When was this The MLO Project episode published?

This episode was published on August 5, 2025.

Can I download this The MLO Project episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!