Not one person but a whole team dedicated to supporting our loan officers: marketing, automation and CRM, so you can spend your day on loans.
We offer an array of services with one goal: help our loan officers grow their business.
I’d say our first one was a success… it triggered a million-dollar contract!
Clients are loving these Happy Birthday emails. Thanks so much!
Yesterday I sent in my past client database for the “I’ve moved” email campaign. Following that email blast, an immediate lead was generated for a reno refinance. Thank you for the help and for making this happen!
Got another refi from our email blast.
Working every day to make sure our loan officers are supported and have the tools they need to close more loans.
Ryan works with our loan officers to get their email campaigns out to leads, referral partners and past clients. He can help you get your database of leads organized and schedule regular campaigns so you can focus on managing your loans and getting new business, and he is there for any questions as your customers start their application.
Kelly assists loan officers with new campaigns and outreach plans to reach existing customers and leads. From your welcome package through pre-qual and lead campaigns and every marketing touch point along your customer’s journey, Kelly makes sure your marketing is on point so you can close more loans.
Making sure our loan milestone emails launch consistently and on time, training loan officers to use Salesforce as a CRM, and customizing and automating it so the team works more efficiently are a few of the responsibilities Dorel takes on each day.
Drawing on his experience in the mortgage industry, Wayne has steadily built our own point-of-sale software and our mobile app. With these proprietary launches, Advisors is taking its customer service to the next level.
Jason can customize your website with video, appointment scheduling, custom forms and a blog. He brings a creative mind to the programming side, a rare combination, so your site stands out from the crowd.
Kevin creates engaging content for our social platforms to gain followers who turn into customers, and makes sure the Advisors mantra of Family. Customers. Community. shows up in how we celebrate our culture and engage our customers online.
Tell us what you are trying to do and AVA will come back with a plan.
Talk to a local advisor or start your application online — it only takes a few minutes.