The Homebot Masterclass: The Framework Behind $80M of Wally's $200M Production
Wally Elibiary funds more than $200M a year, and $80M of it comes out of the database he already had. He walks through the six-lane highway framework he runs on Homebot, the 300 triggers a month it sends him, and what he says on the call that follows.
Wally Elibiary
Wally Elibiary has funded more than a billion dollars in loans over the last five years out of Dallas, and he still closes every week. He wrote 24-7 Mindset, sold 91,000 copies, and has taken more than 3,100 loan officers through his academy. He is joined here by Kai McBride, president of his coaching division, who walks through the math behind the framework.
His database holds 28,000 households. He has only closed 4,000 loans.
The other 24,000 came from his partners. Wally adopted the databases of his realtors, CPAs, financial advisors, family will attorneys, and insurance agents into his Homebot, and that combined list now sends him more than 300 triggers a month. Last year it produced $80M of his $200M in fundings and more than $1M in commissions.
He gives away the whole framework in this session: how he gets a partner to hand over a list, which partners have to opt in instead, what he says on the call a trigger sets up, and how he turns one closing into three commissions. Kai McBride then breaks down the math. Out of 25 database calls, one person needs a mortgage. The other 24 have financial needs worth referring out, and at a three to one ratio those referrals come back as four more mortgages.
Four parts of the framework, all running on Homebot.
Every one of these runs on the Homebot account you already pay for.
The Six-Lane Highway
The six referral streams Wally runs at once: his database, realtors, CPAs, financial advisors, family will attorneys, and insurance agents. He refers out about 120 clients a month and gets 50 to 60 back.
Database Adoption
How he went from 2,000 to 28,000 households in Homebot, which partners can send a list outright, and the opt-in email he records with the partners who cannot.
The 19 Triggers
The Homebot triggers that tell him a client raised their hand, and the onboarding call he books off the back of one.
The Annual Mortgage Review
Why he never calls a past client to pitch a refinance, and the eight referral openings he looks for on every call instead.
One call, three commissions.
A way to make every past client worth more than one closing.
You leave with the post-closing schedule Wally runs at seven days, 30 days, six months, and one year, the questions he asks to surface a partner referral, and the trade that keeps his partners sending business back. He referred out $2.72M in commissions to his partners last year, and it is the reason 76 financial advisors and 14 CPAs feed him deals.
Runs inside your existing HomebotBuilt for producers sitting on a database they stopped calling.
Loan officers who stopped working their database because 24 out of 25 calls end in a no.
Producers already paying for Homebot who have never worked the triggers it sends them.
LOs who want referral streams outside of realtors, from CPAs, financial advisors, attorneys, and insurance agents.
