Office Hours
Loan officers learned how to use the AVM (Automated Value Estimate) system to send quarterly home value updates that spark client engagement and generate leads. The team explored how to set up custom email workflows, use smart lists, and tag leads for better follow-up. Rivan demonstrated how to create co-branded funnels for realtors and shared how to send email blasts to friends and family. They also learned how to automate rate alerts, edit workflows for better nurturing, and avoid duplicate contacts in the CRM. Troubleshooting tips and updates on funnel setup, Zap integrations, and lead filtering were also covered.
Key Tools & Strategies:
AVM system for quarterly value estimates
Custom email workflows with tags
Co-branded lead generation funnels
Automated rate alerts
Smart list segmentation
CRM contact management and Zapier troubleshooting