Roberto Meza is the owner of Meza Mortgage Consulting, a mortgage brokerage serving clients across the US, particularly in Florida and Tennessee. Roberto helps homebuyers, investors and foreign nationals arrange finance for residential and commercial properties.
Many of his clients come from Latin America, so providing clear information is a vital part of every conversation. This educational approach naturally led him to video. He wanted to inform buyers and establish his firm as a trusted resource.
‘I’m averse to video. I hate being in front of the camera. But in today’s environment, we see many other firms that cannot compete with us in terms of revenue gaining market share by maintaining a constant presence on social media and using videos to establish themselves as subject-matter experts,’ Roberto said. ‘That forced us to follow suit.’
He knew video mattered, but every attempt to produce it became a source of stress rather than a means of growth.
Rather than spending hours recording and editing videos, Roberto uses HeyGen to share his expertise consistently through realistic avatar videos, allowing him to focus on running the business.
Replacing production difficulties with a repeatable workflow
Before HeyGen, producing even a short educational video was a lengthy process. Even after investing in equipment and outsourcing the editing, the main obstacle remained.
'At first, it was just me and a camera that I paid a thousand dollars for. I would work through a short 30-second video, but it would take me two hours to get the script right without making any mistakes. Then I would have to edit it, which took more time. Eventually, I hired somebody. It was a lengthy and expensive process,' Roberto said.
Even after investing in equipment and outsourcing the editing, the main obstacle remained the same.
'My main burden wasn't really the cost. What troubled me most was being in front of the camera. The whole experience was an ordeal for me, and I wasn't comfortable with it,' he said.
The complexity of the workflow made it nearly impossible to maintain a consistent schedule. He aimed to publish three educational videos each week, but in practice, he was producing only around one video every three weeks.
Creating an AI-powered marketing system
When Roberto began researching AI avatars, he approached the decision in the same way as he approaches financial products: by comparing the options.
He subscribed to three different avatar platforms before deciding which one best suited his business.
‘With HeyGen, I felt most at ease. It was easier to manage, and the user interface was very straightforward,’ he said.
Today, his workflow looks entirely different.
Today, Roberto writes his scripts, records the narration in his own voice, and his social media manager uses HeyGen to produce the finished videos.
‘Everything is done entirely in HeyGen,’ Roberto said.
His team use a combination of Video Agent and AI Studio to refine every video, ensuring each one reflects his brand and educational style. For Roberto, HeyGen has become far more than simply a video tool.
Earning trust through educational content
Unlike many financial firms that use social media mainly for promotion, Roberto focuses on answering common mortgage questions with clear, straightforward advice.
‘When people genuinely want the truth about something, without the hype or someone simply trying to entice them to ring, they look at our content,’ he said.
At first, he worried audiences would immediately recognise his avatar. His family noticed, but no one else could tell the difference.
‘I spoke to a couple of friends and asked them, “What do you think of my new videos?” They said, “Goodness, you look great. They must take you a long time to make.” When I told them it was an avatar, they could not believe it. That gave me the confidence to carry on,’ Roberto said.
Even after learning that the videos had been created using AI, people engaged with them just as they had before.
'They still watch the videos, and they still comment on them. They say, "This is excellent content." It is as though I were sharing it myself, which, in a way, I am,' he said.
Using operational efficiency to drive business growth
The most significant change was not simply producing more videos, but finally producing them consistently.
Since adopting HeyGen, Roberto has increased his publishing schedule from one video every three weeks to three videos a week. This consistency is beginning to deliver measurable results.
A recent educational video received approximately 13,700 views, with 30% of viewers remaining engaged for around 22 seconds. The content is also reaching completely new audiences.
'Usually, the largest group was people who followed us. Now it's split 50-50. That's changing too,' he said.
For Roberto, however, the greatest benefit has been greater operational efficiency. Mortgage brokers spend much of their day behind the scenes processing loans, liaising with lenders and supporting clients through complex transactions.
‘For me, it has made a real difference because I now have the time to sit down with those estate agents without neglecting my back-office work,’ he said.
With HeyGen, Roberto can consistently inform his audience whilst focusing his time where it delivers the greatest value.
