Mortgage Marketing RadioTHE VAULT. GET FREE ACCESS
EPISODE 205

The Launch of the Hybrid Loan Officer

Miles Miller & Jason (last name not given) — co-founders of Bonzo, a mortgage conversation automation platform · Thu, 22 Apr 2021
Agent ReferralsClasses & EventsLead GenerationAI & Technology

Geoff announces a formal partnership with Bonzo, a multi-channel conversation automation tool, and introduces the 'Hybrid Loan Officer' concept — combining traditional agent referrals with online consumer-direct lead generation. The episode is primarily a product launch/promotional announcement, but it does explain Bonzo's core features and the scholarship offer. Best for LOs curious about automating realtor outreach and running their own Facebook/Google ads from one platform.

The loan officer who wins long-term fishes on both sides of the pier: referral relationships AND consumer-direct digital leads — neither alone is enough.

Takeaways you can run this week

Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.

GET FREE ACCESS

The playbook

  1. 1. ACQUISITION — Use MMI data or Bonzo's LinkedIn extension to identify producing realtors and pull verified contact info.
  2. 2. CONVERSION — Load contacts into a Bonzo multi-touch campaign (voicemail drop, SMS, email, video) to initiate a conversation and set a class appointment.
  3. 3. CLASS DELIVERY — Deliver a turnkey agent class (in-person or Zoom) on a topic agents need right now (listings, offer strategies, lead conversion).
  4. 4. FOLLOW-UP — Use Bonzo's automated post-class campaign to nurture new agent relationships and push them toward referral partnership.
  5. 5. CONSUMER DIRECT — Simultaneously run Facebook/Google lead ads via BAM inside Bonzo; new leads auto-enter a qualifying campaign and can be live-transferred or appointment-set without manual effort.
  6. 6. RETENTION — Use Bonzo's broadcast feature (3 clicks) to send pipeline updates, market updates, and birthday messages to your entire database in under 5 minutes.

Worth quoting

“People do business with people, not brands — how do we put more of you in front of more people?”
“After five minutes, you're a hundred times less likely to even start a conversation with them.”

Best for

LOs who want agent referrals AND consumer-direct leads but are currently running them as two separate, unconnected efforts with too many tools.

← Back to all episodes
THE SWIPE
This archive is the past. The Swipe is what's next. Marketing Worth Stealing, in your inbox every week. Free. From the host of Mortgage Marketing Radio.
GET FREE ACCESS →