How Top Brokers Use Automation To Dominate the VA Loan Market

In this episode of The Loan Officer Playbook Podcast, we sit down with Benji Gecy, Broker Owner at Beaufort Lending and a top 1% mortgage broker who has leveraged AI and automation to build a high-performing VA loan business with a two-person team. Benji breaks down how his VA chatbot became a game changer by combining live rate data with guideline-accurate responses and shares how he integrates YouTube, Facebook, and Messenger to drive lead origination 24/7. He explains why automating the front end of the process is more important than automating the back end and how building a strong personal brand allows him to scale his business without sacrificing personal touch or work-life balance.

Key Takeaways

• Lead Origination Still Comes First
  Automation only works if you have leads; Benji focuses his tech stack on finding the deal, not processing it.
  
  

• Live Rate + Guideline Chatbots Create Instant Credibility
  Combining real-time rates with accurate VA guideline answers has increased consumer trust and engagement.
  
  

• Every Channel Should Loop Back Into the Business
  YouTube videos, Facebook posts, and Messenger funnels all drive traffic into the same lead conversion flow.
  
  

• Personal Branding Scales Better Than Company Branding
  Even with automation, clients want to work with a person. Benji uses content to position himself as the local expert.
  
  

• Build Trust Before You Automate
  Benji stresses that initial contact and consultation should be handled personally so borrowers feel supported before entering any automated flow.

For more insights from Benji Gecy listen to the full episode on The Loan Officer Playbook Podcast!