Podcast Show Notes:

"Becoming a Next-Gen Mortgage Advisor with Rebecca"

Opening Dialogue:

Brian & Kyle discuss Rebecca's passion for education in the mortgage industry and her commitment to delivering a different client experience. Rebecca shares her motivation for becoming a loan officer after a less-than-ideal experience buying her own first house.

Rebecca's Journey to Education:Rebecca explains how she found her passion for education and transparency in the mortgage process. She emphasizes the importance of setting expectations and providing clarity to clients during a potentially stressful process.

Starting with Video Content:

Rebecca discusses her initial foray into video content and using social media, particularly TikTok, as an educational tool. She highlights the value of video in establishing a connection with the audience and addressing their concerns. Rebecca shares her journey from being uncomfortable with video to becoming more confident over time.

Consistency is Key:

The hosts inquire about advice for loan officers who are new to creating video content and maintaining consistency. Rebecca stresses the importance of consistency, setting aside dedicated time, and treating social media as a valuable business tool. She encourages loan officers to overcome their initial discomfort with video through practice and experience.

Content Creation Strategy:

Rebecca explains her content creation process, including planning ahead, batching content, and staying at least a month ahead. She discusses how she sources content ideas from questions people ask, industry news, and tools like answerthepublic.com. Rebecca emphasizes the importance of tailoring content to address the questions and concerns of the audience.

Managing Audience Engagement:

The hosts inquire about how Rebecca manages audience engagement and responds to comments and messages. Rebecca describes her approach, which includes monitoring direct messages (DMs), funneling inquiries towards scheduling intake calls, and using tools like Calendly. She emphasizes the importance of providing a personal touch to build trust with clients.

The Authenticity Factor:

The hosts discuss the significance of authenticity and being consistent with one's online persona. Rebecca shares that her online and offline personas are the same, which helps build trust with clients. She highlights the importance of maintaining consistency in how you present yourself online.

Embracing Social Media:

The hosts ask Rebecca if loan officers are putting anything at risk by not embracing social media. Rebecca explains that the potential risks depend on individual goals but emphasizes the benefits of social media exposure and connection with clients. She encourages loan officers to consider their client base and adapt their social media strategy accordingly.