Larry Le Helped with his SaaS Automated Lead Follow Up CRM System and Got me to 10-15 Closings a Month

10-15 Closings a Month Converting Online Leads

June 23, 20245 min read

“When I am fully up and running 2-5 in this market 10-15 in a regular market.”

Dmitriy Bleynis
Vice President & Branch Manager

Magnolia Bank Mortgage

Client: Dmitriy Bleynis NMLS #15291
Channels: Email and SMS Marketing
Value Proposition: Automation Technology and Email/SMS Outbound Copywriting providing "Turnkey" Solution for Client

Overview:
Dmitry signed up for my SaaS product FUBots that was designed to do database marketing by sending automated, prewritten and prescheduled emails and SMS messages to a list of leads. He had several lead sources he was having success with but could only follow up so much since he was "playing the numbers" in terms of how many leads he can purchase and actually physically follow up on his own. He needed automation so he could scale.

Larry Le's Automated Follow Up Drip Campaign CRM FUBots helps Loan Officer achieve 10 to 15 units monthly

Problem the client needed solving:

Dmitriy found that not only does he have to try to follow up with the lead as fast as he generates it, but he also has to touch them multiple times sometimes taking more than a year of follow up. This was humanly impossible when dealing with leads in the thousands. He was converting the ones he did manage, but he realized he was losing deals because he'd let them fall through the cracks. He wanted to scale his production and he knew that meant he had to scale up his follow up efforts. He also did not have the time to write his own scripts, customize them, or implement them to his leads.

Solution I provided:

I signed up Dmitriy to my Saas product FUBots Follow Up CRM and immediately onboarded him and introduced him to my team who could help him with the customization of his scripts and implementation. I personally wrote his first few SMS and email scripts to be tailor made to his lead sources so it didn't seem generic or spammy. The rest of the campaign was plug and play with ones I had already written that had 600 days with over 100 prescheduled SMS and email messages. We also discussed other ways to leverage his database and the automated solutions I provided, writing more
scripts and drip campaigns.

Key Objectives

Contact all leads as fast as possible and consistently: Dmitriy found that not only does he have to try to follow up with the lead as fast as he generates it, but he also has to touch them multiple times. This was humanly impossible when dealing with leads in the thousands.

Educate the audience: Dmitriy was purchasing leads from sources where the clients we're typically unique in terms of qualifying. Dmitriy worked for private lenders who had special programs and financing that could help where traditional Fannie/Freddie lenders could not. He needed to communicate this to his database in a fast, efficient, but professional manner.

Drive interest in working with Dmitriy: Generate conversations about loan products that are able to help clients qualify if they've been denied before. The idea was not only promote these products, but brand Dmitriy as the go to expert in these type of products and to stay top of mind. Ultimately to convert leads into loan applications.

Target Audience

Online leads from sources like Lending Tree who are looking for "creative" loan products since they most likely were denied by traditional bankers and lenders.

Key Messaging

Introducing alternatives to traditional loan products: By doing so, he now becomes top of mind to anybody who receives and reads his automated emails and SMS messages.

Relevant and up to the minute outreach: Leveraging major events such as rate increases/decreases or Fed Meeting Announcements, Dmitriy would brand himself the expert with immediate solutions to most clients pain points, especially ones that are rate sensitive. I had to ensure he had the capacity in terms of budget/costs for the blasts as well as the capacity the providers allowed such as Twilio and Sendgrid.

Real-World Applications: Dmitriy would qualify clients who were denied by their original lender, some who were referred by a real estate agent. Dmitriy would convince the applicants they should trust him to find a better real estate agent and then would have a fully pre-approved referral to provide to his current real estate agent referral partners or to use as bait to find new ones. This grew Dmitriy's referral network.

Next Steps

Consistently seek out potential lead sources that require a lot of nurturing and would be interested in alternative options for loan qualifying. Increase investment in lead sources spend, allow the FUBots automation to do it's work, and increase amount of closings every month. Hire and train loan officer assistants as needed. Build a team.

Business Results

ROI for 6 years straight
Consistently achieving 2-5 Loans Closed in a tough market with my help
Consistently achieving 10-15 Loans Closed in a regular market with my help

Dmitriy Bleynis Does 10 to 15 Loans With Larry Les Help 2

Current Client Success

Consistently doing 3 units for 1.6M a month in a tough market

Larry Le Helps Cassie Samons Get 11 Listings and 100s of Leads and 20 Buyers Top Producer 2018 to 2024 1 Percent DFW

Key Takeaways

Automation allows for massive immediate growth: When Dmitriy first started, he was purchasing only a few leads a month and noticed he was letting things fall through the cracks the more leads he added to his database. This made so that his growth was very slow. After employing my SaaS product FUBots - he ramped up his lead purchasing and even started signing up for additional lead sources. At one point he was sending blasts to over a 1,000 leads in one motion because he was that confident in the system to follow up consistently and respond on autopilot. He even signed up for 3 additional FUBots account so he can do more mass blasts without getting flagged by the service providers such as Twillio and Sendgrid. Managing this was definitely very involved and next level, but I helped Dmitriy achieve a smooth mutli-database blast without getting flagged or shut down by the providers.

Discussions of additional services proving quality account management increases sales: After 6 years of working with me, Dmitriy is hungry for more leads so he actually inquired about my other "done for you" marketing services including building lead generation systems. This would possibly 10-20x the amount of business I receive from him on a monthly basis.

Dmitriy Bleynis wants to hire me to build lead generation systems to create online leads my Saas Product FUBots could convert for him

Testimonial

“When I am fully up and running 2-5 in this market 10-15 in a regular market.”

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The fintech content-creating, digital marketing, sales closing teammate you didn't know you needed.

Larry Le

The fintech content-creating, digital marketing, sales closing teammate you didn't know you needed.

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