Roberto Meza is the owner of Meza Mortgage Consulting, a mortgage brokerage serving clients across the U.S., with a focus on Florida and Tennessee. Roberto helps homebuyers, investors, and foreign nationals secure financing for residential and commercial properties.
Many of his clients come from Latin America, making education a critical part of every conversation. That educational approach naturally led him to video. He wanted to educate buyers and position his firm as a trusted resource.
"I'm video averse. I hate being in front of the camera. But in today's environment, we're seeing many other firms that don't compete with us in terms of revenue gain market share by maintaining a constant presence on social media and using videos to position themselves as subject-matter experts," Roberto said. "And that forced us to jump on the bandwagon."
He knew video mattered, but every attempt to produce it became a source of stress rather than a tool for growth.
Instead of forcing himself to spend hours recording and editing videos, Roberto uses HeyGen to consistently share his expertise through realistic avatar videos, so he can focus his time on running the business.
Replacing production headaches with a repeatable workflow
Before HeyGen, producing even a short educational video was a lengthy process. Even after investing in equipment and outsourcing editing, the biggest obstacle remained unchanged.
"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 even more time. Finally, I hired someone. It was a lengthy and expensive process," Roberto said.
Even after investing in equipment and outsourcing editing, the biggest obstacle remained unchanged.
"My main burden wasn't really the cost. What bothered me most was being in front of the camera. It was a whole 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. His goal was to publish three educational videos each week, but in reality, he was only producing about one video every three weeks.
Building an AI-powered marketing system
When Roberto began researching AI avatars, he approached the decision the same way 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 the most at ease. It was easier to manage, and the user interface was very friendly," he said.
Today, his workflow looks completely different.
Today, Roberto writes his scripts, records the narration in his own voice, and his social media manager uses HeyGen to generate the finished videos.
"Everything's done entirely in HeyGen," Roberto said.
His team uses a combination of Video Agent and AI Studio to refine every video, ensuring each one aligns with his brand and educational style. For Roberto, HeyGen has become much more than a video tool.
Building trust through educational content
Unlike many financial companies that use social media primarily 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 call, they turn to our content,” he said.
At first, he worried audiences would immediately recognize his avatar. His family noticed, but no one else could tell the difference.
"I spoke with a couple of friends and asked them, 'How do you like my new videos?' They said, 'Oh my gosh, you look great. It must take a lot of time for you to do.' When I told them it was an avatar, they could not believe it. That gave me the confidence to keep going," Roberto said.
Even after learning the videos were created with AI, people engaged with them exactly as they had before.
"They still watch the videos, and they still comment on them. They say, 'This is great content.' It's as though I were actually sharing it—which, in a way, I am," he said.
Turning operational efficiency into business growth
The biggest change wasn't simply producing more videos. It was finally producing them consistently.
Since adopting HeyGen, Roberto has increased his publishing schedule from one video every three weeks to three videos every week. That consistency is beginning to translate into measurable results.
A recent educational video received approximately 13,700 views, with 30% of viewers remaining engaged for roughly 22 seconds. The content is also reaching entirely new audiences.
"Usually, the largest group was people who were following us. Now it's split 50-50. That's changing too," he said.
For Roberto, however, the greatest return has been improved operational efficiency. Mortgage brokers spend much of their day behind the scenes processing loans, communicating with lenders, and guiding clients through complex transactions.
"For me, it’s made a real difference because now I have time to sit down with those real estate agents without falling behind on my back-office work," he said.
With HeyGen, Roberto can consistently educate his audience while focusing his time where it creates the most value.
