AMA with Andrew Pawlak - 11/7/2024

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Based on the AMA/Training Call transcript and the insights shared, here are the biggest takeaways/action items a loan officer could execute to start generating more organic leads:

Key Topics Discussed

Platform Best Practices

• Traffic Generation:
  • Importance of driving traffic to rebel iQ lead funnels, whether through paid ads (Google, Facebook) or organic content.
  • Emphasis on calls to action for higher engagement, such as “See if you qualify.”
• Using Funnels Effectively:
  • Advised on integrating landing pages and forms across various platforms (e.g., social media, websites).
  • Recommendation to collaborate with real estate agents and embed lead forms on their sites for increased reach.

Platform Features and Support

• Form Customization:
  • Provided examples of different lead forms and landing pages, emphasizing options in the rebel iQ template library.
  • Explained that clients can customize templates or use credits for pre-built pages by rebel iQ’s team.
• AI and Automation Feedback:
  • Addressed client feedback on AI bot interactions, promising follow-up training to help clients manage or override automated responses as needed.
• Additional Training and Support:
  • Encouraged clients to reach out to rebel iQ’s support for orientation and ongoing training.
  • Plans to offer one-on-one strategy calls for specific campaign and platform needs.

Advanced Strategies and Elite Realtor Program

• Elite Realtor Program:
  • Introduction to a new program focused on collaborating with high-performing real estate agents.
  • Program to offer co-branded pages, lead capture tools, and data-driven insights to optimize partnerships with agents.
• Agent Collaboration:
  • Demonstrated examples of co-branded pages and lead generation paths embedded on realtor websites.
  • Explored opportunities to align lead forms on agent sites to capture mortgage-ready clients.
  • Discussed reciprocity in lead notifications, showing realtors where leads come from to strengthen partnerships.

Strategic Insights

• Custom URL and Domain Use:
  • Suggested using custom URLs (e.g., GoDaddy domains) if forms are promoted in direct, non-clickable formats.
• Video Integration on Forms and Websites:
  • Demonstrated a new feature allowing clients to embed videos on lead capture forms and websites.
  • Clients can easily update these videos for timely content, using tools like Loom to replace videos with fresh, engaging updates.
• Future Developments:
  • Mentioned plans for a recruiting page for agents, a comprehensive presentation for clients, and more robust marketing collateral to aid loan officers in pitching to real estate agents.

Closing Remarks

• Contact Information:
  • Andrew provided his email for direct follow-ups.
• Takeaway: Encouragement to explore the Elite Realtor program, consider video enhancements, and leverage the tools offered by rebel iQ for lead generation and agent collaboration.