This session focuses on how loan officers can use webinars combined with co-op advertising to attract, partner with, and generate consistent business from real estate agents. Brady DeVoe walks through a complete marketing ecosystem powered by Gearbox Agency, emphasizing automation, AI integration, and scalable co-marketing strategies.
The core concept:
👉 Use webinars to attract agents → provide value/tools → convert them into co-op marketing partners → generate shared leads (paid + organic).
Brady DeVoe Background & Strategy Philosophy
30+ years in mortgage industry
Experience includes:
Traditional marketing (flyers, office campaigns)
Realtor coaching & accountability partnerships
Hosting 17–18+ webinars
Co-op advertising systems
Strong focus on AI-driven automation for future scalability
Key mindset:
“What can I build for my client’s client?”
Loan officers serve real estate agents → agents serve buyers/sellers → tools should support both levels.
Gearbox Agency Platform Overview
Brady introduces Gearbox Agency as the central platform powering the strategy.
Core Features:
Branded mortgage websites
Secure document uploads (W2s, paystubs, bank statements)
Mortgage calculators (embeddable on realtor sites)
Co-branded realtor websites
Property listing pages
Full loan process tracking
Milestone updates & automation
CRM Philosophy:
“The best CRM is the one you’ll actually use.”
Upcoming/Advanced Features:
Task system with gamification
Earn points for activity
Redeem for rewards/cash
Marketplace for on-demand marketing services
Daily live Q&A support sessions
AI & Automation Tools
Built-In Tools:
Power dialer (with DNC compliance)
AI web chat widget
AI-generated websites
AI ad management tools
Social media content generator & planner
Appointment booking system
Mobile app integration
Pre-Qualification AI Bot:
Captures:
Buyer motivation
Income estimate
Credit score range
Target payment
Books directly into LO’s calendar
Can be embedded on:
Realtor websites
Landing pages
Co-op campaigns
Free AI Widgets (Gift):
Banners, chat tools, engagement widgets
Can be added to existing websites
Enhances lead capture and user experience
Core Strategy: Webinar → Relationship → Co-Op Advertising
Step 1: Approach Real Estate Offices
Contact office or training coordinator
Offer to present:
Webinar OR in-person seminar
Provide a list of available topics
Step 2: Deliver Value Through Webinars
Educate agents or buyers
Build authority and trust
Step 3: Leave Behind a “Realtor Tools Website”
Includes:
Mortgage calculators
Marketing flyers & postcards
Scripts for agents
Booking calendar for follow-ups
This positions you as a marketing partner, not just a lender.
Realtor Tools Website (Key Asset)
Features:
Branded to the loan officer
Contains:
8+ mortgage calculators
Marketing resources for agents
Referral system
Calendar scheduling
Automation:
Realtor submits referral
Borrower receives notification
Prompts application or appointment booking
Co-Op Advertising System (Main Focus)
After webinar + value delivery:
👉 Introduce co-op advertising partnership
Lead Generation Model
Two Types of Leads:
Organic Leads
Paid Leads
Round Robin Distribution:
Leads are distributed among participating agents
Example:
Agent 1 generates → Agent 2 receives
Agent 10 generates → Agent 1 receives
Encourages participation and fairness.
Organic Lead Strategy
Agents promote campaigns in:
Facebook groups
Community pages
Local business groups
Neighborhood forums
Examples:
“Yard Sale” groups
“City Business” groups
Landing Pages & Campaign Assets
System Includes:
13 customizable landing pages
High-converting templates (e.g., “Dream Home Alert”)
Editable like PowerPoint
Landing Page Elements:
Pain-point-driven messaging
Process explanation:
Consultation
Home search
Negotiation
Closing
Forms triggering drip campaigns
Option to embed:
Pre-qual bot
Surveys
Lead forms
Marketing Content for Realtors
Each campaign provides:
Pre-written ad copy
Canva-editable graphics
High-definition videos (23 total)
Agents can:
Click “Copy”
Edit Canva designs
Post immediately
This removes friction and ensures consistency.
Paid Advertising Model
If agents subscribe to Gearbox:
20% of their subscription is credited toward ads
Ads are run at no cost to the loan officer
Scales as more agents participate
Video Library
23 high-definition marketing videos
Used in:
Landing pages
Social media campaigns
Co-op ads
Purpose:
Increase engagement
Improve conversion rates
Weekly Market Updates
System provides:
Rate updates (via Optimal Blue)
Mortgage news
Purchase/refi surveys
Call-to-action to schedule appointments
Helps LOs stay relevant and consistent in communication.
Website Ecosystem
Loan officers receive:
3 main website options
5 co-branded realtor websites
“Just Listed” property sites
Realtor tools site
All include:
Forms
Surveys
Chat widgets
QR code capability
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