Register for the next Ask Me Anything with Andrew Pawlak here!
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 Covered
1. Training & Support Options
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Monthly AMA is for open discussion, but dedicated platform orientation calls are available for structured 1-on-1 training.
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These sessions are with experienced San Diego-based team members.
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Link was provided during the call for attendees to book training or support appointments.
2. Setting Up Google Ads & Tracking
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Jessica had questions about integrating her existing Google Ads.
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Andrew recommended using direct landing page links from rebel iQ in Google Ads (no need for "paths").
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Rebel iQ can install Google tracking pixels on user landing pages upon request for conversion tracking.
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Support is available to help retrieve and configure tracking tools.
3. Clarifying 'Paths' vs. Landing Pages
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Landing pages are for direct lead generation and used in ad campaigns.
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Paths are overlays or banners placed on third-party websites (e.g., agent sites) that link users to specific lead funnels.
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Paths are ideal for co-branded experiences and referral partner integrations (like with realtors).
4. Understanding rebel iQ vs. Convert
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Rebel iQ provides the lead generation front-end (landing pages, forms, etc.).
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Convert is the built-in CRM/follow-up system that:
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Sends automated texts/emails after a lead comes in.
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Tracks pipeline progress.
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Is ready to use out of the box, but customizable.
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💡 Client Insights & Successes
Jessica Collins:
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Shared that swapping out her company’s corporate webpage with a rebel iQ landing page resulted in:
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4 leads within days
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1 already under contract
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Noted better tracking, lead capture, and conversion through rebel iQ compared to her old company page.
Vanessa Tracy:
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Asked how to manage multiple loan officers within Convert and track lead attribution.
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Andrew explained:
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Each LO can have unique branded forms or pages.
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Tracking URLs or embedded parameters help associate leads with the correct LO even when not using individualized pages.
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Jeremy Ruprecht:
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Asked how to “ramp up” quickly and become a power user.
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Andrew recommended:
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Regular training sessions.
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Investing in traffic generation (Google Ads, content, QR codes).
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Leveraging agent partnerships and building a value-first referral strategy.
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📖 Preview of Upcoming Book – Leads Apocalypse
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Andrew’s second book is nearing release (expected May 2025).
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Premise: The lead gen industry is broken; buying leads from third parties damages trust and branding.
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Message: Build your own lead engine for long-term control and success.
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Topics include landing pages, AI, reviews, traffic strategies, and consumer trust.
🔄 Ongoing Strategy Advice
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Focus on Attract > Capture > Convert.
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More forms = more entry points for leads (no per-form charge).
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Use QR codes, email signatures, Yelp, and Google Business to drive traffic.
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Build realtor partnerships through co-branded solutions integrated into agent websites.
✅ Final Takeaways
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Use the tools provided: platform orientation, support staff, and training calls.
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Think beyond digital ads — build an ecosystem of organic + paid + partner-driven strategies.
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You don’t need to master everything at once — just start implementing with support along the way.
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