Aduvo

Transcription:
Transcripts are generated using a combination of speech recognition software and human transcribers, and may contain errors. Please check the corresponding audio for the authoritative record.

Lyndsay Magre (00:08):
As you mentioned, my name is Lyndsay Magre, I'm the VP of marketing at Advo, and I'm going to tell you a little bit about why Advo. Hey, I'm Travis. I head business development at Advo and I'm going to show you how it works. So do you need help? Yeah, I got what I need. So let me go ahead and get started. Travis, you guys are probably juggling a lot of tasks every day and you don't know what to get to next. So what do you do? You focus on the client at hand, right? Like that fire drill. Can I call you in 10 minutes? This is what happens. This is what your day looks like. I'm sorry, could you do this part? Seriously? I got to run. Okay, yeah, I got it. Okay, so I get it.

(01:01):
You focus on the client at hand, don't you? That comes first. But what happens when that client closes? Right after you're done talking to them, the next client's going to call and guess what? Your closed clients forget you in 13 months. That's a staggering statistic considering the home buying cycle is usually five to ten years depending. So it's hard. It's hard to stay in communication with those clients. It takes time and effort. You have to write the emails, send the texts, make sure it's compliant, and make sure it's personal. And really, that's why we built Advo: to help you stay top of mind automatically and to help those 175,000 loan officers that don't have a marketing team behind them. We want to be that marketing team to support that. Since I'm here, I'll just jump right into the demo.

(02:03):
Welcome to Advo. This is your hands-free marketing machine. We usually start with an onboarding call of 15 minutes. Yes, simple, 15 minutes long. Gone are the days of long implementation processes. We can get you up and going in 15 minutes. We'll get you connected to the campaigns you want and to your LOS system all in that 15-minute phone call. Once we connect to that LOS system, all your data will be here: all your clients' names, information, contact, loan, and even the realtor they're working with on that file will flood in. We can run automated campaigns right from all this data to make it personal and relevant. For today's example, we can go into "add a filter." You guys know that rates did a little dip, so maybe we should reach out to our past customers about that.

(03:02):
So they remember us as they're hearing all that news. We can simply go to "is it greater than let's say 7%?" We'll apply that, and here we have all those people who have a loan that's greater than 7%. Then all we do is send out that communication for you to that list. They are getting an email from you and you are top of mind. That is just one of the email campaigns we have in the system. We have over 90 emails in our platform: everything from birthday emails to newsletters to loan status, even post-close campaigns where we ask for reviews and referrals from your clients. We want to make sure you're being remembered. The best way is obviously once we get that loan status information; all you're doing is updating it as normal in your LOS system.

(03:58):
And that triggers our campaigns. For example, we'll go into the email where they'll see it, and you'll see, "Okay, you completed an application in the system." They get an email; your logo would be up here. All the information about that step they just completed, your image, your contact information, and all the loan details are flooding in from your LOS and being sent straight to them. This is available both to your borrower and your realtor, so they're all updated on the progress, and it can be sent in text messages as well. These are some other examples; we have newsletters, which all have your information on them. I know some of you say, "Oh, newsletters," but let me tell you, they keep you top of mind and hit your client every month. So when your client is ready, they know to call you, and it's worked.

(04:53):
We just had a recent client tell us it worked for them twice on one newsletter. They got that refi, and now obviously we make sure that their birthdays are personal to them so that they feel special and you didn't have to lift a finger. We pulled all that information straight from your LOS. Now, we also want to make sure that Advo is working for you, so we keep reports. You can come in here at any time and scroll through to see all the emails that you've sent. You can see how many of each email was sent, delivered, and opened. You can even click into this full report. If this was a real account, you could see how many people actually opened it. If you sent that rate email, you could see who actually opened it and clicked it, and you could make a phone call to that person who found interest in that email.

(05:43):
But we also said this is a platform that is built so that you do not have to log into it. In order to make sure you know that it's working without having to log in after every major send—like a newsletter or a holiday—we send you a day-after report straight to your inbox. Then you can see that the newsletter went out, it got delivered, and it got opened. It's working for you. Like I said, it's a truly hands-free marketing machine and it's all for $99 a month. Now, with that $99 a month, you are not going at this alone. You have my support and you have Travis's support. Oh, don't worry, Travis, I got it. Just like Advo has got your marketing, we've got your marketing so you guys can focus on your clients, your business partners, and your family. Because the truth is 87% of your clients would work with you again if they could remember your name. We know what needs to be done. You just need to find the time to do it. And with Advo, it's time to be unforgettable. Thank you.