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The Launch of the Hybrid Loan Officer · Mortgage Marketing Radio

• 0:00
  In today's highly competitive mortgage industry, building profitable relationships with
• 0:04
  the real estate agents is essential for success.
• 0:06
  However, finding effective ways to secure agent relationships can be a challenge.
• 0:11
  With so many mortgage loan originators vying for the attention of real estate agents, it
• 0:15
  can be difficult to stand out and establish meaningful connections.
• 0:20
  Our new case study featuring loan officer Chris Cogill is a must-read.
• 0:25
  Chris has closed a remarkable 36 million in funded loans from agent referrals.
• 0:31
  And in this case study, he shares his proven strategies for building strong relationships
• 0:34
  with real estate agents and leveraging those relationships to drive more business.
• 0:39
  To get your hands on this resource, head over to LOKestudy.com and download your free copy
• 0:45
  of the case study today.
• 0:47
  You'll find actionable insights and practical tips that Chris used to close 36 million
• 0:52
  in funded loans from agent referrals and how you can, too.
• 0:56
  Don't miss out.
• 0:57
  Go check it out right now, visit LOKestudy.com and download your free copy today.
• 1:03
  Hey, everybody, Jeff Zimford, thank you for tuning into this episode of the Mortgage
• 1:14
  Marketing Radio podcast.
• 1:15
  I have ladies and gentlemen, I have hold on.
• 1:18
  Do I have your undivided attention?
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  I have an announcement.
• 1:22
  Wow.
• 1:23
  I'm being good.
• 1:25
  Yes, yes, yes, special announcement.
• 1:27
  OK, so this podcast episode, this is a very special episode.
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  It's been in the works for some time coming at you with a major shift that's happening
• 1:37
  for me.
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  And let me just quickly summarize this for you.
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  You obviously, by now, if you've been listening to me for some time, you know that I'm a big
• 1:47
  proponent believer and, you know, growing my authority and knowledge about being a modern
• 1:55
  mortgage originator, about leveraging modern tools, online social media, right, digital
• 2:00
  video, et cetera, everything under that big fan of that big advocate of that.
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  Did you also know that I'm an advocate and fan of a more traditional approach to business
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  as well, meaning relationships, referrals, past client database, right, becoming known
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  in your local area and community, both amongst, like, you know, your community, but also
• 2:22
  real estate agents, which has led me to a couple of things relevant to this announcement.
• 2:29
  If you've heard any past episodes, you heard me talking about this concept of the hybrid
• 2:33
  loan officer, who is the hybrid loan officer?
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  The loan officer, who succeeds on both, right, the traditional referral relationship based
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  agents, right, other referral partners, et cetera, and also the modern originator with an
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  online presence, a social media presence, who's leveraging video, who's perhaps running
• 2:54
  some paid traffic, Facebook ads, maybe Google ads, and who's combining the both to deliver
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  the best consumer experience, but to also capture both sources of leads. Because, you know,
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  let's face it, the first place people go to find their home today, roughly upwards of
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  88, 89, 90% of people, you know, start their home search online, right? Here's the other
• 3:24
  side of the coin, though, almost 90% of them also use an agent to buy a home. So what
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  is my point in that, my point is, I don't believe that it's one or the other. I believe
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  that both is what makes sense, the most sense moving forward for the long term survivability
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  and relevance of you, the loan officer. So don't throw the traditional sources of business
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  out, right? And don't dismiss the online or modern sources of business away either, just
• 3:54
  because you think it doesn't apply to you, you've been in business too long, you're a dinosaur,
• 3:58
  and you're not going to learn any new tricks. You don't like video, whatever, right? The reality
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  is it's here to state the reality is people get business from both sources. And depending
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  on where you're at in your career trajectory, the reason why I like, you know, the referrals
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  from real estate agents, if you will, is because they are in front of a huge influx of business.
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  And if you're looking to quickly accelerate, grow your business, you want more purchase
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  deals, let's face it, the fastest and quickest way to get access to potential buyers is through
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  your local real estate agents. Now, that doesn't mean it doesn't come with some, you know, potential
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  issues or things you've got to work around or work through. But I'm saying is this is that
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  to build an online consumer direct machine, right, source of business, well, that can take
• 4:49
  a little bit more time, right? And you may need to do some things that might be a little
• 4:54
  bit longer on your, your launch pad to getting that going and moving forward. And so what
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  is this all this leading to an announcement? Well, I wanted to announce that I, this
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  podcast is going to break down for you the details of a brand new partnership I have with
• 5:08
  a company called Bonzo. And what Bonzo is is a conversational engine, if you will. It
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  is not a CRM, okay? It is the modern day version of how you drive conversations today.
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  Let me give you a couple of specifics here, okay? It is a conversation software. It helps
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  you create conversations at scale and empower your voice through simplicity, automation and
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  authentic outreach. What does that mean? Well, it means if here's what it means. I've decided
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  to team up with Bonzo to bridge the together the best of both worlds. My traditional, right,
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  referral, um, relationship based side of marketing, the platform I have, which many of you've
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  heard of, it's called the, the mortgage marketing pro membership within it under mortgage
• 5:58
  marketing institute is this thing called my agent classes. You know, I deliver turnkey
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  done for you real estate agent classes that you teach via zoom or in person. Um, and we
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  have a whole soup to nut system to help you get butts in the seats, help you deliver
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  the content, the classes. It's all turnkey done for you. Um, traditionally, we, you
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  know, before COVID, we were doing those in person post COVID now, we've shifted to zoom.
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  And of course, coming out of COVID, it's going to be a hybrid there as well. There'll
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  be some that are appropriate for online offline or both a mix of both. One of the challenges
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  that I found with people in teaching the agent classes is of course getting butts in
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  the seats, some of the moving parts that have a lifting that goes into it. And so I was
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  always looking for a way to how do I level this platform up? How do I make it even better?
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  And how do I help you? The loan officer succeed not only with getting real estate agent
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  referrals, but also building your online presence and getting consumer direct business.
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  That ladies and gentlemen is the marriage of myself and Bonzo. And on this podcast, what
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  you're going to hear is a breakdown of what Bonzo is all about, what it could mean
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  for you and the marriage of us together now. Imagine being able to pretty much turn
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  key, automate. If you wanted to teach a class to real estate agents, automate the process
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  for sending out emails, sending out SMS text messages, video messages, automating the
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  reminders, the confirmation and the follow up and having it all in one system that also
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  allows you to run Facebook ads, Google ads allows you to build your own personal database,
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  because you actually send video messages, SMS text messages. And here's the key thing,
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  why I love what I love about Bonzo is you can get in and out in five minutes or less.
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  That's their goal. I haven't seen a more simpler system yet, a platform that allows you
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  to create conversations at scale using multiple modes and mediums that I had mentioned. And
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  you're going to hear about some additional things that Bonzo is coming out with that are
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  really cool and mind blowing on the session today. Before we go, I want to just let you
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  know that because of this partnership, this launch that we're doing, this announcement,
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  we've put something together very special and it is a, you hear about it more on the
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  podcast, but it's a scholarship. We're going to give away three scholarships where you
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  can enter your name in the hat to be chosen for a free scholarship where you're going to
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  get an entire year's worth of this entire platform for free. Okay? So that's worth, you
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  know, multiple thousands of dollars to you in a 12 month free scholarship to both Bonzo
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  and to me, right? My content, my age and classes, the ongoing calls and coaching and the
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  content that you get on a regular basis, we're actually offering three people a scholarship
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  for that. So we can take you and demonstrate how successful this is for loan officers today.
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  Now, if you want to throw your hat in the mix and, you know, there is a application form
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  just like submitting your application to a college or a university, you've got to do that
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  here as well, right? This isn't right for everybody. We want to make sure there's a right fit.
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  If you want to be considered for a scholarship, you go to hybridllo.com. That's hybridllo.com
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  and complete the brief questionnaire there. We're going to take the entries and then, you
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  know, in a couple of weeks, we'll announce who the three winners are for the 12 month free
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  scholarship and get access to everything Bonzo and myself have to offer together in a new
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  partnership to help you grow your business from both a traditional referral relationship side
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  and the online consumer direct side. So I hope once you hear this today, you're as excited
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  about it as I am and without further ado, let's get into this week's show. Miles and Jason,
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  welcome to the show. Stop Jeff. Yo. Hey, hey, hey, glad to be here. We're calling it the Bonzo
• 9:54
  boys, right? Awesome. So let me set this up real quick for listeners. So here's what's
• 10:00
  happening for those that have been listening for some time. You're probably well aware of me being
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  a believer in what I'll call, we are now calling the hybrid loan officer. I've been talking about
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  that for some time. This is the official kind of announcement, if you will, of a more formal
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  partnership with the Bonzo boys, Bonzo, this wonderful platform of driving conversations,
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  which we're going to talk a little bit more about in just a moment here. But the reason why we're
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  doing this podcast here today, inviting you the listeners to participate in something that I've
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  never done before. I don't think you guys have ever done before is, you know, this whole like we want
• 10:35
  to help take loan officers to the next evolution stage in their career of what we're calling a hybrid
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  loan officer. We briefly unpack what we mean by that. A hybrid loan officer is one who succeeds in
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  both the more traditional aspects of origination, referrals, relationships, past database marketing
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  and all that, but also succeeds in a more modern version of an originator, which is online consumer
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  direct leads, better social media presence, things like that. Is that a fair and accurate description,
• 11:07
  guys? Yeah, Jeff, and that nails it right on the head, right? We've all been in this practice. If
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  you've been in the, if you've been a loan officer for more than five, seven years, right? You've
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  been traditionally doing the retail route, build relationships, which is great, the belly, the belly,
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  the handshakes. It's all wonderful. It's how we build our business. However, the last five years,
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  we've really seen a shift digitally in every industry and especially in real estate mortgage, right?
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  Where mortgage loan officers need to start reaching further out, right, than just the belly-to-bell
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  relationships. To build those relationships directly with the consumer to build their own brand
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  in their community, right? You look at all of the competitors out there. Look at what Zillow is
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  trying to disrupt. Look at what Redfin is trying to disrupt. We have disruptors everywhere,
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  right? So us as loan officers, if we're going to hang back and just rely on belly-to-belly,
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  we're going to lose, right? And so that's why this approach to hybrid loan officer, we have to be,
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  we've got to be fishing on both sides of the pier store to speak, right? There's the retail model
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  and there's the digital model and that's really where we meet in the middle for this hybrid loan
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  officer, which is the future of loan officer and mortgage originating for loan officers.
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  Of that? Well said, man. What Jason said. What Jason said? By the way, quickly,
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  I would sum it up real quick, real quick. People that maintain a presence locally while relying on
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  technology to meet people digitally. Hey, what I want you guys to quickly do, Miles,
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  you see as you just spoke, introduce yourself so people can put a voice, a name with a voice,
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  tell people who we are, what you do, how long you've been around this whole game.
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  Yeah, so my name is Miles Miller, co-founder Bonzo, a former
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  originator, retail loan officer, may as a team, not a giant team, but 35, 40 million dollars a year
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  in production, been around the game for a while. We launched Bonzo in 2018. We launched Bonzo
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  out of a need. I was a frustrated consumer. Awesome. Jason, your turn.
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  Yeah, should I speak at a higher tone to separate those two? No, I'm Jason, guys,
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  other co-founder of Bonzo. Same thing went back on. I've been in the mortgage industry since 2014,
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  been in real estate since 2011, particularly in the, I was an originator since when I got into
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  the game of mortgage, but quickly moved into the tech side of mortgage, worked with executive
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  team, building up text acts and systems, and through all of those experiences, good and bad,
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  connected with Miles, and we built a system that we felt where there was many gaps in our business
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  through, right? So when you think about Jeff, and you probably hear this a lot from the
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  the one officers that you work with, is that they're all trying to juggle, right? How do I build
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  a relationship? There's always the ups and downs of your business. We're trying to juggle,
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  the relationships, biz dev, keep those relationships sustained at the same time,
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  originate the mortgages, right? Do the actual mortgaging, right? On the other side,
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  but keep that, keep that, that leather, so many hats that we wear as long officers. So how do we,
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  how do we create ourselves and abundance at scale? How do we put ourselves at an omnipresent level?
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  And that's what Miles and I focused on when we were building up Bonzo was to solve that gap,
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  right? And to really put our voice, our personal voice, because remember, people do business with
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  people, not brands, right? Same thing with relationship building and building relationships with
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  realtors. Realtors do business with you as the loan officer, not because of that quote on quote
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  cool tech stack your company and mortgage broker has. They want to work with you because they like
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  you. So how do we put more of you in front of more people? And that's what really we're solving for
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  with Bonzo. It was actually interesting how Jason and I started working on this project because I was
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  in the weeds, if you will, as an originator. And Jason was a sea sweet building out technology
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  that I was supposed to be using. And I wasn't. It just didn't work. I was like, bro, like this
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  isn't helping me actually have more conversations with those that are in my sphere. I don't feel proud
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  about distributing this content. And it takes too long to distribute no fence, Jason. It was great.
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  But then we got our heads together and we started rolling and you know, well, here's the
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  here's the thing with that too, Miles is that I was on the executive level. We were building the
• 15:30
  system out for the enterprise. We were building it out for the company. We were building it out
• 15:35
  to make the CEO happy, which again, from a data organization perspective, it solved that problem,
• 15:40
  but for loan off, making the day-to-day task of a loan officer easier, it just made it more
• 15:47
  complicated. After we launched the specific piece that Miles is talking about, we spent nine
• 15:54
  months building this piece of technology from scratch, spent a lot of money, right? After
• 15:59
  launch, we looked three months after adoption. I mean, we pushed this hard to our over a hundred
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  loan officers. After six months, our adoption rate was less than 15% that were logging in weekly,
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  right? Weekly. They weren't even logging into this thing, right? They weren't even using this.
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  So that's really where we, you know, the aha moment, right? For myself and for Miles,
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  when we got together and say, here's what I want. Here's what I need as a loan officer to build
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  my relationships, sustain my activity so I can build my business. That's what I want. And so we
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  we wireframe that and build that. And that's what we built Bonzo for.
• 16:37
  Yeah, well, let's get real specific here. I appreciate the background on that. What I love about
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  what you guys do and why the marriage or partnership between us, it makes a lot of sense is because,
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  let's bring it back to that at hybrid loan officer concept. I'm a believer in both. And so what you
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  guys are all about is driving conversations. I'm just looking at the dashboard here just to keep
• 16:57
  me on track. The first thing I saw that I loved is you guys make it simple and easy. It's your
• 17:03
  point of moment ago. None of us have the time to get caught in the various of like, how do I set
• 17:08
  this thing up? I love the simplicity of Bonzo in that the number one focus is get in and out in
• 17:14
  five minutes or less, right? Exactly right. That's the thing. So what so you briefly take us through
• 17:19
  some of the hype. It's better for you guys to say it than me to say it. But let's just say I'm
• 17:23
  that impressed that I that I wanted to, you know, introduce this new partnership to our listeners.
• 17:29
  Because if you're looking for a place that streamlines the most important piece of the puzzle,
• 17:36
  which is conversations that's that's the name of the game conversation drives business,
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  both with your referral partners more traditional, if you will, and the new online consumer direct
• 17:46
  social media, et cetera, you guys help streamline that. So talk to us briefly about how you help with
• 17:51
  conversations. What are what are some of the cool point high points there? So let's let me back up
• 17:57
  just one second. I'll get I think there's three phases of how conversations are created. There's
• 18:03
  the acquisition. So figuring out who are you going to talk to. There's the actual conversion. So how
• 18:08
  am I going to start this conversation? Then there's the retention. So I'll start with Bonzo 1.0,
• 18:14
  the traditional model. It's a lot of people know about us for right now, which is the conversion.
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  How am I going to create and start this conversation? The main way to we do that right now is one,
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  like you mentioned, overarching. We want to make it sound fun because it's so simple and easy to
• 18:31
  start conversations. And the way we make it fun is by allowing the loan officer to import their
• 18:38
  personality into the system using voicemail, text, email, and video. We even have gifts and emojis.
• 18:46
  And what you can do that is either through campaigns, which are multi day multi touch point,
• 18:51
  exactly like they sound, right? I'm going to try to set this appointment with this real estate agent.
• 18:56
  I'm going to import all of my leads directly via zillareels.com or lead pops. I'm going to pull
• 19:02
  them all in. I'm going to try to convert them. Or we have broadcasting. So within three clicks,
• 19:07
  you can send a voicemail, text, and email and video emojis put it all in there,
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  put your personality in there. Within three clicks, you can send a broadcast out to a certain group
• 19:16
  within your database. So pipeline updates, status updates, market updates, happy birthday wishes.
• 19:22
  Last minute, Friday at five. Oh my gosh, I forgot for your approval updates. You can do that
• 19:27
  very quickly through our system as well through our broadcasting feature. Yeah, and I have to say,
• 19:32
  it is very quick and simple because if I can do it, anybody can do it. But also the fact that you've
• 19:37
  integrated so many of the other, I think, elements that we as loan officers are using from multiple
• 19:44
  providers or companies out there, like you just said, I can do video, right? Which is awesome. I can do
• 19:49
  SMS texting. I can obviously do email one off personalized door in mass broadcast. And I can
• 19:55
  automate the flow of that realtor engagement conversation consumer, et cetera, and set those
• 20:01
  campaigns up so they're smart and they automatically react to how the person is actually engaging with
• 20:07
  you, right? That's exactly it. I mean, you know, we want to make it, we want to make a platform that's
• 20:14
  all under one roof, not where you're pulling in multiple technologies, all try to make them talk to
• 20:19
  each other. What really we're trying to solve for is everything's under one roof. It's right in front
• 20:23
  of you to build, get in, get out, like Miles mentioned, the five minute rule and create those
• 20:29
  conversations at scale, right? And that's really what that's, like Miles said, that's Bonzo 1.0,
• 20:35
  right? That's that's the one people to be able to see whether you're trying to set appointments with
• 20:41
  realtors or converting your leads or retaining your pre-approvals or past clients. We want them to
• 20:47
  hear you, we want them to experience you, see you, but we also want to give them the ability
• 20:53
  to apply some emotional intelligence to this to engage with the user as they see fit.
• 21:00
  So what I mean by that is I can hear you via your voice. So you're dropping voice mail so they
• 21:04
  can see you in video. They can experience you through your personality by pictures, gifts,
• 21:09
  emojis, and then you're dynamically allowing them to engage with you either through a call,
• 21:14
  a text message or an email. Jeff, it's why over the past 250,000 prospects that have entered our
• 21:20
  system, we have a 66% response rate. Miles, how many ads do we see per day and how many times
• 21:25
  does it actually take to convert a conversation? The average American sees three to five thousand
• 21:31
  advertisements per day because of that we have five minutes, is that what you're asking Jason?
• 21:36
  We have five minutes to follow up with that consumer as soon as they generate as a lead.
• 21:40
  We have five minutes to follow up them for them to remember who we are, not to convert.
• 21:45
  After five minutes, you're a hundred times less likely to even start a conversation with them.
• 21:50
  It's pretty pretty incredible. So when you look at the acquisition phase, everyone's buying for
• 21:55
  our attention, right? So when you think of building relationships with new advisors, new realtors,
• 22:00
  it's not that we're sitting there manually, banging out calls every Monday, then not picking up
• 22:07
  or responding doesn't mean they don't like you, is that everyone wants our attention these days.
• 22:13
  So we have to be able to automate a lot of those mundane tasks that take up all of our time,
• 22:20
  right? But we still want to be able to do it in our voice because like I said earlier, Jeff,
• 22:25
  people do business with you, right? Not the brand. So we want to scale that voice,
• 22:30
  right? Two automation. That's what building. It's not only all your time, but it's also your
• 22:34
  headspace. How many of us put off calling our realtors on Mondays or Tuesday updates or Wednesday
• 22:40
  updates or we're supposed to be calling our pass clients on Thursday, but none of us do because
• 22:44
  we're usually putting fires out on for Friday closings. So it's also your headspace knowing
• 22:49
  that's being done in a minimal disruption. And so what I mean by that is we engage, we,
• 22:55
  it's our five-minute rule, such as that. They can do anything in bonds in under five minutes.
• 23:00
  We also integrate with your email from a functionality technical standpoint. All the email,
• 23:04
  they're sending from your email. If they text or call you back, your phone's going to ring like
• 23:09
  it typically does. So you really get it going and then just do your thing, sit back and start having
• 23:15
  conversations with people. Well, let me move along here in terms of other cool things that I find
• 23:20
  really awesome about Bonzo. I mean, there's a lot. So first of all, the fact that you have campaigns
• 23:26
  set up and a lot of these campaigns can be templated or built out in advance for you. If you're doing
• 23:30
  online lead gen, you know, for example, there's campaigns for that campaigns for conversations like
• 23:36
  we've talked about. But also can we can we reveal a little bit like is this Bonzo 2.0? Can we talk
• 23:42
  about like the latest cool stuff? Real quick. Go ahead. So Miles, do we talk about Bonzo
• 23:48
  Absolute, which was just released last week? Yeah. So Bonzo Absolute, it's part of the acquisition.
• 23:54
  How are we going to get there? Who are we going to figure out who we're going to reach out to and
• 23:59
  how then we get their information? Essentially. So we have two great ways to reach out to
• 24:07
  contacts in a B2B standpoint. So one, we do have an integration and we're the only other company
• 24:13
  that's licensed to sell on behalf of him and mine. So we can give them data on realtors and
• 24:18
  loan officers in the market for recruiting or for appointment setting. The other function now that
• 24:23
  we have is right from LinkedIn. It's pretty incredible. You can pull contact information via
• 24:29
  a Google Chrome extension. So right on the LinkedIn profile, you'll see a button at Bonzo.
• 24:35
  Once you click it, instantly across the entire web, it's going to pull and try to verify
• 24:41
  up-to-date cell phone numbers and emails. Right from the Google Chrome extension, you can also
• 24:48
  record videos introducing yourself in their LinkedIn page so that you can send them to Bonzo
• 24:53
  presenter in their message. And you have the ability to cold call them if they don't answer, push
• 24:58
  them into a Bonzo campaign all while never leaving the LinkedIn page of that contact. So for
• 25:06
  mortgage recruiting or for appointment setting with your referral partners or realtors and
• 25:11
  insurance agents, financial advisors, attorneys, you can do that all very powerfully through LinkedIn
• 25:17
  in Bonzo's connection right now. That's awesome. I don't want to blow by MMI for those that might
• 25:22
  have missed it. Just a little more fine point on that. What the data, what that really is.
• 25:29
  Yeah, Jason, you want to hear it? Yeah. So our partnership with MMI is allows us to sell
• 25:34
  single licenses. It's part of an integration with Bonzo. So if you haven't heard of MMI, excuse me,
• 25:40
  it is a way for you to find not only other mortgage loan officer data, but realtor data.
• 25:47
  So I could, let's say Jeff, you're a realtor in Gloss Vegas. I could go look up how many
• 25:52
  buy sides you did, what your volume was and your contact information, right? I can have it all
• 25:58
  in one room if I can look by office. I can search by geolocation. Not only that, but what loan
• 26:03
  officers they're referring as well. Exactly. What your competition is. So if it's a bunch,
• 26:08
  you know, well, I'm not going to get to that, but you know who they're working with.
• 26:12
  That's part of our relationship building package under what we call Bonzo absolute. It's a product
• 26:18
  of Bonzo, which was just released earlier in April. So the next thing we're launching next week,
• 26:26
  actually, is called. Damn. Damn. Love say it's fun to say. Damn. No, say it, Jeff. Damn.
• 26:35
  I feel like Fred Flintstone. It's basically, it's Bonzo ads manager. So the cool and very unique
• 26:45
  piece about this, right? So traditionally, all not majority of loan officers, especially the hybrid
• 26:50
  loan officer, the forward thinking loan officer, they know the importance of running advertising on
• 26:55
  Facebook, which includes Instagram and Google to really get their brand out there and reach the
• 26:59
  consumer first. But the problem is it's so difficult, right? Creating and getting any
• 27:05
  everybody listening has been inside of ads manager. It's constantly changing. The algorithm is
• 27:09
  changing. The setup is changing. The customization is changing. You get it. So you have to hire
• 27:15
  a ads manager, right? The average cost of an ads manager monthly, just for the ads manager,
• 27:20
  is $1,500 per month. That's on average, right? That goes up. That fluctuates. So what we're
• 27:26
  solving with BAM is the ability to build out ads, lead ads, Google ads within the Bonzo platform.
• 27:33
  We have templated already converting lead and branding ads for loan officers that are going to
• 27:40
  be built within Bonzo and you can create an ad, a lead ad in under three minutes, right? And push
• 27:47
  those leads directly back into Bonzo's whether you're doing first time home buyer education,
• 27:52
  whether you're doing branding, whether you're doing lead acquisition with a realtor partner,
• 27:57
  we can build that we already have those templates set out and you can build those ads in Bonzo.
• 28:02
  It's very simple. You connect your Facebook ad, a business page within Bonzo and within seconds,
• 28:07
  you're running ads, you set your budget, you set your budget, we don't set it. And the cool part
• 28:11
  about this is that we don't charge a penny for the ads manager portion of it. So it's not costing
• 28:17
  you anything other than your ad spend to get those leads to brand in your own voice.
• 28:22
  So let's just pause for a second and circle back to the idea of the hybrid loan officer and what
• 28:26
  that means within Bonzo. We just talked about we have data. We can help you set realtor appointments
• 28:31
  without cold calling because no one likes to cold call. And the other functionality that we're
• 28:36
  now offering is the idea of the hybrid loan officer when it comes to lead acquisition. So all at once,
• 28:43
  while you're researching and finding your realtors and reaching out and having the automation,
• 28:47
  you're also launching ads right from Bonzo to go consumer direct to forever all your contacts
• 28:53
  right from Bonzo. Yeah, and that's why I love this so much. The hybrid loan officer, it just
• 29:00
  makes so much sense because you guys have the platform that allows you to do both. And before we leave
• 29:06
  the whole point about the online ads, the Facebook Instagram and Google ads, the other cool thing that
• 29:11
  you have that I know other people quote offer ads out there, but oftentimes what's not included or
• 29:17
  or part of that is once somebody opts in, would it would you know, I still need to integrate it to
• 29:22
  my CRM and build out the campaigns and all that. Well, you guys have also solved that problem.
• 29:27
  Exactly. They're going to go into the campaigns. It's going to convert. We even have new product called
• 29:32
  the conversation list. I don't know if you want to get to this yet, but it's it'll actually set
• 29:37
  appointments and live transfer. The leads once they've replied to the automation, we actually have
• 29:42
  a real first metal label that'll be able to take them through a series of 10 qualifying questions
• 29:47
  to then live transfer that lead to you or set an appointment right from you on your calendar.
• 29:52
  And again, that's why I wanted to bring this to my listeners because I, you know, we're officially
• 29:57
  teamed up and partnered because the thing makes sense. The hybrid loan officer for those listening,
• 30:01
  as you guys know, right? One of my superpowers, if you will, is helping you succeed with real estate
• 30:06
  agents by providing those, you know, online classes, the turnkey classes that you teach over
• 30:10
  Zoomer in person. And now I'm bringing all that content into Bonzo. So now you get all the classes
• 30:17
  that I provide. You get the automated campaigns, the invites, the reminders, you know, soup to nuts.
• 30:22
  Now you've got this, you know, all encompassing system to do, you know, to get the realtor business.
• 30:27
  Now think about what you've heard from Miles and Jason though. Now you're actually the Holy Grail.
• 30:32
  Generate your own consumer direct leads. So not just for yourself, but so you can then also start
• 30:36
  to farm those out to your selected realtor partners. And I know I don't just piling on and you
• 30:42
  want to get better at finding realtors to partner with the good realtors. That's where the MMI
• 30:46
  piece comes in that you heard about is you can write, run a report. Who's the top 50 agents in my
• 30:51
  town based on biceps, et cetera? Or who are they using for a lender? I know their weak points. I
• 30:55
  can go in and sell against them. So that's why I'm thrilled to bring this to the listeners here.
• 30:59
  On the back end, we're so thrilled to add to your platform and have this this marriage, if you
• 31:05
  will, I didn't know where announce this. We're getting married because we're giving loan officers
• 31:11
  a reason to reach out to real estate agents and actively add value to their life. No more
• 31:17
  is it, hey, Mr. Top producing realtor. I'm a loan officer. You should get coffee with me. And
• 31:22
  guess what? I communicate on time. I communicate and close on time. So that's why you should get
• 31:27
  business to me. Get better anymore. And it honestly gives you a level of confidence as a loan
• 31:32
  officer. It's why I listened to your podcast years ago, even before having bonds though, I wanted
• 31:37
  to give real estate agents a reason to work with me. And from a relational standpoint, I wanted to
• 31:42
  give them a thing of value. So now when you set those appointments and you knock it out of the park
• 31:47
  in person or on the Zoom, whatever it is in your area, dude, COVID or whatnot, you have a reason
• 31:51
  to follow up and say, hey, Mr. Realtor, Mr. Realtor, I would love to invite you to this class.
• 31:56
  I would love to help you in your business. And that's what your platform brings in table as
• 32:00
  well. Yeah. So we have people using it right now. The landing pages to make reservations for
• 32:04
  the classes, the reminders and all that kind of, they're using it. And I can tell you,
• 32:08
  compared to what they were doing before, they're thrilled. They're thrilled. We're seeing the
• 32:13
  show rates increase and all that kind of stuff and the conversations and all that stuff. So
• 32:17
  it's working very, very well. Here's what we want to do. As at the start, I said, we're doing
• 32:23
  something we've never done before because we want to do something unique and different. And so
• 32:27
  we brainstormed on this, right? And we wanted to come up with, how can we, well, obviously,
• 32:31
  look, we want to create a bunch of awareness for the Bonzo Mortgage Marketing Institute
• 32:36
  partnership and the hybrid loan officer. So we decided to put together a scholarship, right?
• 32:44
  And what this is is basically, I'm thinking it's similar to the college admissions process.
• 32:50
  And I just had a sun went through that last year. So I'm familiar with it. But, you know,
• 32:54
  not everybody gets in at the college they apply, right? There's certain criteria. We're looking,
• 32:59
  looking for a certain type of person. And so for that, we put together a program, if you will,
• 33:07
  to help us identify who would be an appropriate candidate for Bonzo number one, but number two,
• 33:14
  this scholarship we've put together. So I've got the notes here on our scholarship.
• 33:19
  What we're going to do is we are going to, if you're listening right now and you want to learn
• 33:24
  more about Bonzo, we're going to give you a website. It's called hybridelo.com. You want to go to
• 33:29
  hybridelo.com. What you'll have there is a questionnaire to fill out and enter some of the details
• 33:35
  we ask about you because look at this isn't necessarily right for everybody. And we want to make
• 33:40
  sure that, you know, whoever's coming into this scholarship that is the right fit for both of us.
• 33:45
  So we're going to be giving away a lot of stuff. You want to start telling them what the scholarship
• 33:49
  entails? Well, to start, we're giving them a year of Bonzo, right? And mortgage and marketing
• 33:54
  instance too for free. Right. So a year of Bonzo access to everything you just heard in Bonzo,
• 33:59
  plus all the 15 different agent classes, all the landing pages, the templates, the reminders,
• 34:04
  the campaigns that goes with that, a year's worth of that. What else will we be doing?
• 34:09
  We're going to give them uploaded into their account 300 realtors that are actually producing
• 34:14
  in their markets. Wow. 300 realtors actually producing leverage Bonzo, leverage all the
• 34:21
  scripts and the campaigns to build a reach out to them. Plus, what I'm going to do for the person,
• 34:28
  we're going to, how many scholarships are we doing? Let's do three. Three. All right, we're doing
• 34:33
  three scholarships. So we've got three students who are going to accept to Bonzo University,
• 34:40
  which is cool for the hybrid loan officer. And so three people, obviously, you have to apply
• 34:44
  to be admitted. But what I'm also willing to do is that I will teach one class for you on behalf of
• 34:51
  your real estate agents. And I'll include 10 books, 10 of my books, Disruptor Die, How to Survive
• 34:56
  and Thrive, the digital real estate shift. I will include 10 books as well that you can gift to
• 35:01
  your top producing agents as part of a way for you to invite agents and get them there.
• 35:06
  So just to clarify what I mean by that, we've got 15 different classes to teach real estate
• 35:11
  agents. In case you haven't heard, one of those classes is how to get more listings in a low
• 35:15
  inventory market. Hello, kind of appropriate. Another class is how to get your buyers off or
• 35:20
  accepted. Another class is Secrets of Online Lead Conversion. All this kind of stuff that real estate
• 35:26
  agents want to learn more about put you in the front and center of it. And if you want, I'll teach
• 35:30
  one of those classes for you, which I'm going to rock. Okay. I do this all over the country for
• 35:35
  loan officers all the time for companies they bring me in. I'm going to do it for for you as part
• 35:40
  of this scholarship. That sounds like a lot. Sounds like a lot, but it's going to change in life.
• 35:46
  Are we going to have a frat party too? Say a frat or a frat like a frat? No, a fraternity party.
• 35:53
  Come on. There's got to be some hazing and initiation, right? Yeah. Yeah. Let's do it. No,
• 35:57
  but seriously guys. Yeah, right. So we're looking if you're interested in anything you've heard,
• 36:04
  right? And you'd like to enter your name into the hat for being chosen for one of the three
• 36:09
  scholarships that are available. You go to hybrid. L O dot com. Just enter the information
• 36:15
  we're requesting there. We want to make sure it's a right fit for you and I. And then we'll contact
• 36:19
  you and we'll set up a, you know, kind of an interview, if you will. And learn a little bit more
• 36:24
  about each other and make sure we've got the right fit and we'll identify, you know, the three folks
• 36:28
  who get a scholarship to Bonzo University. All right, that's it. Anything else we want to say,
• 36:37
  Miles, are we done? I think we're done, man. I'm really excited to see who we can meet.
• 36:42
  If you guys want any more, if you want to find out more information about Bonzo,
• 36:46
  feel free to hit www.getbonzo.com, get boin, zio.com. And yeah, check us out.
• 36:56
  Yeah, so we'd love to see you guys apply hybrid. L O dot com and help you transition into, you know,
• 37:04
  becoming a hybrid loan officer leveraging realtor referrals, relationships, you know,
• 37:09
  traditional and also online, generate your own leads, consumer direct. Why not? Let's get rocking
• 37:14
  on that. All right. Okay, so there you have it listeners. Do you want to become a hybrid loan
• 37:19
  officer? Submit your application for a 12 month scholarship free access to the entire Bonzo platform
• 37:28
  that includes all the campaigns, the marketing automation, the landing pages, everything included
• 37:33
  in there, the email, the video messaging, the text messaging and access to my library of content
• 37:40
  as well, which includes the turn key done for you agent classes ready to be delivered in person
• 37:46
  or over zoom plus weekly coaching calls and more apply now. Go to hybrid. L O dot com. We'd love
• 37:55
  to see you on the other side. Bye for now.
• 38:04
  Hey guys, what's up real quick? You've heard about the mortgage marketing pro membership before
• 38:08
  and I just want to quickly remind you if that you're in a place in your business where you
• 38:12
  simply need more purchased loans, you need to fill your pipeline with purchase business.
• 38:16
  Let's just face it, agents are still a solid pillar of business and sources of purchase
• 38:21
  business for you. Well, good news. Our mortgage marketing pro membership helps loan officers
• 38:26
  like you close more loans without the hassle of chasing agents or cold calling done for you agent
• 38:32
  classes, expert training videos, a marketing automation platform that automates the entire process
• 38:37
  for you, everything you need to build your personal brand in your local market, attract and
• 38:41
  convert agents into referral partners. Plus done for you proven marketing materials and plug-and-play
• 38:48
  content to make promoting your class, getting agents, butts and seeds, partnering with affiliates,
• 38:53
  real easy, but that's not all. You'll also get access to our weekly mastermind calls
• 38:59
  with top LOs, authors, speakers and coaches to learn the best strategies to grow your business
• 39:05
  right now in today's market. And as an extra bonus for limited time for all new members,
• 39:11
  you'll get access to a database of 200 agents in your local market that have closed anywhere to
• 39:17
  from eight to 50 transactions in the last 12 months. And we'll provide that list
• 39:22
  uploaded into our platform for you so you can get off to a fast start in reaching actually
• 39:27
  productive agents. So what are you waiting for? You can check out more at mortgagemarketing.pro,
• 39:32
  see more of the success stories there. And if you feel compelled to do so,
• 39:36
  book a call, we'll have a chat. We'll see if it's a fit. Don't miss out on this opportunity to
• 39:40
  take your mortgage business to the next level right now. Head over to mortgagemarketing.pro.