Tim Stacey is the founder of Stacey Solutions, an award-winning mortgage brokerage serving Solano County, Northern California, and homebuyers across the state. A wholesale mortgage broker licensed in California, Tim specialises in helping first-time buyers and military families navigate VA, FHA, conventional and jumbo loans.

Named Mortgage Broker of the Year by the National Association of Mortgage Brokers in both 2024 and 2025, Tim has built his business around making mortgages easier to understand.

Education is a major part of that, particularly for veterans and serving members of the armed forces. Every borrower has different financial circumstances, and Tim wants clients to understand the strategy behind their mortgage.

Today, Tim uses HeyGen to turn that expertise into personalised videos without spending hours in front of a camera.

Bringing a human touch to the mortgage process

Tim understands the importance of mortgage education from personal experience. When he bought his first home, he does not remember ever meeting his mortgage adviser. He ended up with a financial product that did not meet his needs and eventually lost the house through repossession.

Drawing on his own experience as a borrower, Tim understands the value of clear guidance. With HeyGen, he can guide clients through their particular circumstances and mortgage options without having to record a new video from scratch each time.

'It’s more personalised too,' Tim said. 'It’s tailored more specifically to them than a generic video.'

That's particularly valuable for his work with veterans and serving members of the armed forces.

‘A large part of my work involves educating and informing people, so I give them the knowledge they need to purchase property,’ Tim said. ‘Much of my work is with veterans and active-duty service members, so I support them and provide all the information they need to feel confident when looking for a property.’

Keeping borrowers informed without the production workload

Video was already an important part of how Tim communicated with borrowers and those who referred them. His clients come through estate agents, financial advisers, accountants and referrals from previous clients, and he uses video to keep everyone informed throughout the loan process.

Tim creates evergreen videos for common milestones and referral partners, whilst using personalised videos when a borrower's circumstances require more specific guidance.

That level of communication helps Tim distinguish himself from other lenders by giving borrowers a clearer understanding of their options and the figures behind them.

‘It helps them feel confident when they are out there because they understand the figures behind it, as I was able to talk them through them,’ Tim said. ‘Or rather, I should say my avatar was able to talk them through them.’

Before HeyGen, delivering that experience through video meant Tim had to manage the entire production process himself. He had to appear on camera, set up the lighting and background, record the video and often film several takes. Even a minor change could require another recording.

‘It took a lot of time to make those videos and required a lot of retakes,’ Tim said. ‘Now, I can keep improving without having to step behind the camera and do everything that entails.’

A video that previously took Tim around two hours to complete can now be produced in under 10 minutes.

‘If I wanted to make one video, the entire production process would take me two hours. Now, I can do it in less than ten minutes,’ Tim said. ‘It definitely saves me time.’

With the production workload reduced, Tim can spend more time supporting clients whilst continuing to provide borrowers and referral partners with the consistent communication they expect.

Extending his reach beyond one-to-one conversations

Tim's use of HeyGen is already extending beyond his own clients. What once required several phone calls and emails now takes just a few minutes. He sends updates to around 10 clients each week and estimates that this saves him 10 hours.

'HeyGen lets me scale. I can maintain a personal connection with every client and referral partner without adding hours to my day or employing more staff,' Tim said. 'Loan updates, milestone check-ins and short educational videos all go out consistently now, rather than only when I happen to find the time. More points of contact, still me, greater volume.'

When estate agents see his videos, they often ask how he makes them. This has prompted him to show other professionals how AI video can help them create property walk-throughs and educational content without conventional production.

‘Many of them don’t know where to begin,’ Tim said. ‘They don’t need to spend thousands of dollars on video editors and production teams when they can create videos at scale with HeyGen.’

Next, Tim wants to bring more educational content to YouTube, Instagram, Facebook and TikTok, extending the same approach he uses with clients to a wider audience.

‘Once you've got the hang of it, your processes and everything improve tenfold,’ Tim said. ‘It takes a little time to set up, but once you've done it, it's plain sailing from there.’