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August 5, 2025 37 mins

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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

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