You will have a website built for you, including hundreds of articles
We will be working to integrate the tech that you use every day
Nothing matters more than data and this is just the beginning...
Knowing how to market and having things to share with your sphere are key
The highest level of customer and referral partner communication
Meet people and MATRIX will handle the relationship building
1. Sign up for MATRIX or automator
2. Understand the platform better by watching our videos.
3. Respond to requests from the onboarding team if they have follow-up.
4. Format and upload your database.
5. Opt into automatic assignment of the following groups:
a. All closed borrowers receive monthly communication
b. All agents receive monthly marketing
c. Best agents receive weekly marketing on Friday
6. Attend training or view systems training video.
7. Set up phone number for texting and understand text messaging here.
8. Website launches.
9. CRM account activated.
10. Crush more sales.
You are going to get an awesome website built that will give you more editing capabilities than traditional websites. Click "websites" up top for more information!
Your account, signature, and sytem will be set up for you inside of AIDIUM. This will be the main hub of MATRIX.
View the instructions in the "Set Up" sections of each account below to sign up for MATRIX vendors partners:
Aidium
Automator
Finlocker
Updater
Homebinder
Experience.com
Homebot
Save this website for training videos!
Fill out the Matrix Intake Form and in the "choose your package" section, elect "Only Automator CRM".
You will need to make sure you are signed up for all accounts below.
Step 1: Complete the Matrix Intake Form
Step 2: Go to the "Set Up" section of each vendor account below and follow the instructions to sign up for your accounts.
AIDIUM CRM
The HUB of MATRIX can be found inside the AIDIUM platform. Here, you will find the tools that you need in order to build more business and more relationships.
In AIDIUM, you will have access to your leads and your loans. Dashboards and teams can be configured to help your business thrive.
Have a Strategy
AIDIUM will allow you to build and nurture relationships as well as grow your database and manage your pipeline! Our sophisticated and easy-to-use CRM has everything loan officers need in one place: at-a-glance pipeline views, partner referral management, industry leading marketing automation, seamless data integration and enterprise level roles and permission, and more!
With Aidium, you get:
You won’t find a more comprehensive CRM designed specifically for loan officers.
How does your team work?
Do you have LOAs? Do you have multiple LOs on your team? We have accounts for everyone!
The recommended setup for all team accounts is for each LO to have their own MATRIX account with the option to customize team co-branded email signatures and headshots as desired.
Note: Due to the MATRIX system being connected through Encompass integrations and the Encompass User ID which triggers automations, account creations and communications at different stages throughout the client journey, the accounts need to be tied through each LO's Encompass User ID.
If you have an LOA looking to assist with communications but is not originating loans, then there are a few options for an account setup at either $50 or $200 per month, depending upon your needs. Please contact matrixhelp@goluminate.com for further assistance with team setup related questions.
Sign Up
When you sign up for MATRIX, you are signing up for AIDIUM too! If you haven't yet filled out the MATRIX Intake form, click Sign Up below.
Download Contact & Loan Import Template
Note: There are two tabs within this spreadsheet
Training is IMPORTANT
We want you to be successful in using the platform and so does AIDIUM. See their support center for answers!
Redefine Communication Expectations
automator is like having a team of people who are helping you build business, as the communication strategy is created to automate the best intentions of the loan officer.
Integrated Mortgage Marketing WORKS
What is the sequence in which you present your messaging to your customers?
Mortgage marketing automation is a vital component of a loan officer’s success strategy. Far beyond daily assignments and accountability, LOs need a platform that truly performs without constant user input.
automator partners with AIDIUM to effectively use consumer data to drive every aspect of the marketing and sales cycles. Time is valuable, and your tech stack should reflect the best in class for mortgage technology without doubling up or even missing tasks.
Change the expectations of the customer
Serving your customer at the highest level is the key component of the system. The goal is to provide the most trusted advice, education, and direction that set the industry standard.
WOW the agents in your sphere
Any system can update your agent, but it takes strategy to truly align with the expectations of the real estate agent. Our Realtor marketing will set you apart.
Make sure you work with the team to assign WEEKLY and MONTHLY marketing to your agents!
Sign Up
If you are looking to exclusively work with just AIDIUM and automator, click below to fill out the intake form!
Home Readiness & Credit Tools
NEO Experience gives you all the tools and resources needed to:
✔️ Expand and protect your sales database
✔️ Connect with homebuyers earlier in the process, where it matters most
✔️ Manage and nurture a larger pipeline
✔️ Accelerate mortgage readiness of first-time homebuyers
✔️ Recover turned down applications
✔️ Create a customer for life program that keeps past clients connected to you
Planning Strategy
Show your customer a DEMO!
flterryjames+neo@gmail.com
Pass123!
Video you can use for your customers!
How to use the app
TONS of good info here!
Enhanced lead generation
Increased engagement & conversion
Build valuable realtor relationships
Create customers for life
Ready to go?
Email customersuccess@finlocker.com
Success Guaranteed
Want personalized training? CustomerSuccess@finlocker.com can be reached for any questions or deep dive training.
Making Moving Easier
Updater makes moving easier for your homebuyers by providing the information they need to change their utilities, mailing address, and much more!
A great asset for homebuyers
All your moving tasks in one place
From booking movers to forwarding your mail: stay on top of everything you need to do in one app.
Receive helpful moving tips and timely reminders.
Personalized, human assistance
Yes, you can talk to a human! Updater blends the best of in-person service with intuitive technology.
Our experienced team is on hand to assist you when you need it.
Shop and compare with confidence
Compare options from the nation's top providers of internet, TV, insurance and even movers.
Make the selection that's right for you without ever having to leave the app.
The co-branded aspect will still be a manual process for the Loan Officers. They will need to add their Realtor to the invite before the invite goes out.
Get Your Account
As an LO, you will automatically be signed up for Updater when your first loan hits "disclosure sent" in Encompass. Updater will create an account and send you an invitation to get started.
Safely Owning a Home
Home Value. Centralized.
HomeBinder improves home value through a centralized management platform provided exclusively by authorized professionals.
Help your Homebuyers
For your homeowners, HomeBinder makes centralized home management effortless.
Deliver Peace of Mind
Whether it's ongoing maintenance, appliance recalls, or a fire/theft, HomeBinder's here to reduce common homeowner headaches.
handHome
Property Specific Support
We combine property-specific info, localized expertise, and our suite of tools to help homeowners improve the value of their largest asset.
Prevent Repairs + Save Money
We help homeowners take the necessary steps to prevent emergency repairs so they can spend $10 today to save $1000s later.
Partner in a better way
Co-brand with your agents! Connect with the team at HomeBinder to learn more about co-branding options.
You are already added!
Each LO is automatically added via Encompass when their first loan is processed. If you have not received your invite, email Support@homebinder.com.
Learn more
We want you to be successful using Homebinder. Visit the help center below or contact support@homebinder.com with questions.
HomeBinder for Homeowners - click here for video
HomeBinder for Realtors - click here for video
HomeBinder Seller Report for Homeowners - click here for video
HomeBinder Seller Report for Realtors - click here for video
Sample HomeBinder Seller Report
Homeowner Dashboard Tour - click here for video
Client & Referral Feedback
Making sure that we know how our referral partners and customers feel about their experience is everything.
Customer feedback
Mid-Process Campaign
Sent to the Consumer at "sent to processing" milestone
*If you do not want this email survey to go out, please ensure that you let Eddie know so he can opt your branch out.
Loan Closed Survey
Sent to borrower at CTC
How did they feel?
You want to know how your agents felt and their feedback should be great!
Let's go!
If you don't already have an experience.com account, please email kim.cowdell@neohomeloans.com
Create Value in Relationships
Review this Experience.com presentation below to better understand the survey content and timing of when the the surveys are sent to your clients.
Long-term Equity Strategies
Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth.
Planning Strategy
Customers are automatically enrolled to receive a monthly wealth digest from Homebot once they close their loan.
Homebot also offers a Buyers Digest which allows those searching for properties to search for homes in nearby zip codes.
Relationship Creation
Homebot helps you expand your reach with agent partners and positions you as the home value expert by putting automated home values to work for you - not against you.
Get Set Up
If you do not have a Homebot account setup, contact danielle.coene@homebot.ai at the link below.
If have an account you are paying for yourself, make sure you let Eddie know as he can roll you under the main plan!
Please see the Homebot article under TRAINING for tons of resources!
Training to Help you Succeed!
Facebook Mastermind Group for Lenders
Live Weekly Training Webinars
Getting Started with Homebot - Every Tuesday
Best Practices for Lenders - Every other Thursday
Landing Agent Partners - Every other Thursday
A Guide to Using Video - Every other Thursday
Have a question? We’re here to help.
1. Fill out the intake form.
2. Understand the platform better by watching the videos on this site.
3. Respond to requests from the onboarding team if they have follow up.
4. Format and upload your database.
5. Opt into automatic assignment of the following groups:
a. All closed borrowers receive monthly communication (example)
b. All agents receive monthly marketing (example)
c. Best agents receive weekly marketing on Friday (example)
6. Attend or view systems training video.
7. Set up phone number for texting and learn more about text messaging here.
8. Website launches.
9. CRM account activated.
10. Crush more sales.
You can use just automator and Aidium as a stand alone, but the rest of the stack is combined, so using MATRIX means using the whole stack.
Your brand monthly P&L will be charged for your account each month.
We always want you to be able to have your database, but if you move out of the MATRIX environment, you will have to start your own individual accounts with the vendors.
We can likely have you up and running in 5 business days provided that we have everything we need from you to set up your account.
The sign-up fee is $199
You can add:
FB pixels
Google Analytics
Video
Team
Blogs
Contact matrixhelp@goluminate.com for assistance with data uploads. You can begin to prepare your database using the templates above in the Aidium Vendor section.
Yes, you can use the MATRIX as a team. The recommended setup for all team accounts is for each LO to have their own MATRIX account with the option to customize team co-branded email signatures and headshots as desired.
Note: Due to the MATRIX system being connected through Encompass integrations and the Encompass User ID which triggers automations, account creations and communications at different stages throughout the client journey, the accounts need to be tied through each LO's Encompass User ID.
If you have an LOA looking to assist with communications but is not originating loans, then there are a few options for an account setup at either $50 or $200 per month, depending upon your needs. Please contact matrixhelp@goluminate.com for further assistance with team setup related questions.
Aidium & Automator $300
Experience.com $25
Updater $25
Homebinder $75 (without integration + implementation fee)
Homebot $200
Finlocker $225 (75 lockers & not white labeled as NEO- just shows Finlocker)
*Each additional 75 lockers cost an additional $90 a month
Pros: You get to pay for things yourself, manage your own accounts, create your own content, do your own training & build your own messaging and integrations
Cons: See above. Plus, your vendors email your real estate partners & customers
*(Tech completely customized & integrated with the NEO Experience process)
Aidium & Automator
Experience.com
Updater
Homebot
Finlocker – White labeled with the company brand on the app and in the app store& unlimited lockers
*Matrix is not opt-in or opt-out of pieces of the platform. Cost is for the entire platform whether you use a certain piece of tech or not.
Pros: Having your entire value proposition in one platform that you can easily show your clients and business partners. Having an Integrated tech stack moving toward API integration, personalized account manager to help you and your team, partner messaging, training portal, account management, plug & play
Cons: Having more business and needing to scale.
Aidium & Automator - $300
Experience.com - $25
Updater - $25
Homebinder - $75 (without integration + implementation fee)
Homebot - $200
Finlocker - $225 (75 lockers & not white labeled as NEO- just shows Finlocker) *Each additional 75 lockers cost an additional $90 a month
Pros: You get to pay for things yourself, manage your own accounts, create your own content, do your own training, and build your own messaging and integrations
Cons: See above. Plus, your vendors email your real estate partners and customers
*(Tech completely customized and integrated with the NEO Experience process)
Aidium & Automator
Experience.com
Updater
Homebot
Homebinder
Finlocker – White labeled with the company brand on the app and in the app store and unlimited lockers
*Matrix is not opt-in or opt-out of pieces of the platform. Cost is for the entire platform whether you use a certain piece of tech or not.
Pros: Having your entire value proposition in one platform that you can easily show your clients and business partners. Having an Integrated tech stack moving toward API integration, personalized account manager to help you and your team, partner messaging, training portal, account management, plug and play
Cons: Having more business and needing to scale
The beauty of a custom website without the cost of one. The automator team allows you control when it comes to updating your own sites, creating your own content, personalizing your website for your area, and much more.