Roberto Meza is the owner of Meza Mortgage Consulting, a mortgage brokerage serving clients across the United States, with a particular focus on Florida and Tennessee. Roberto assists homebuyers, investors and foreign nationals in securing finance for residential and commercial properties.
Many of his clients are from Latin America, making education 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. However, in today’s environment, we see many other firms that do not 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 compelled us to follow suit.”
He knew video was important, 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 consistently share his expertise through realistic avatar videos, allowing him to focus on running the business.
Replacing production hassles 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 biggest obstacle remained unchanged.
"At first, it was just me and a camera that I had paid a thousand dollars for. I would work on 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. Eventually, I hired someone. It was a lengthy and expensive process," Roberto said.
Even after investing in equipment and outsourcing the editing, the biggest obstacle remained unchanged.
"My main burden wasn't really the cost. What troubled me most was being in front of the camera. The entire process 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 consistency. His goal was to publish three educational videos each week, but in practice, he was producing only about 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 that he evaluates financial products: by comparing the available options.
He subscribed to three different avatar platforms before deciding which one was best suited to his business.
“With HeyGen, I felt most at ease. It was easier to manage, and the user interface was very user-friendly,” 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 create the final videos.
“Everything is done entirely in HeyGen,” Roberto said.
His team uses a combination of Video Agent and AI Studio to refine every video, ensuring that each one aligns with his brand and educational style. For Roberto, HeyGen has become far more than just 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-related questions with clear, practical advice.
"When people genuinely want the truth about certain things, without the hype or someone simply trying to lure them into making a call, they turn to our content,” he said.
At first, he was concerned that audiences would immediately recognise his avatar. His family noticed, but no one else could tell the difference.
"I spoke with a couple of friends and asked them, 'What do you think of my new videos?' They said, 'Oh my goodness, you look great. It must take you a lot of time to make them.' 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 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 feels as though I am actually sharing it myself—which, in a way, I am," he said.
Transforming operational efficiency into business growth
The biggest change was not simply producing more videos. It was finally being able to produce them consistently.
Since adopting HeyGen, Roberto has increased his publishing schedule from one video every three weeks to three videos each 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 comprised people who were following us. Now, it is split 50-50. That is changing too," he said.
For Roberto, however, the greatest benefit has been operational efficiency. Mortgage brokers spend much of their day working behind the scenes to process loans, communicate with lenders, and support clients through complex transactions.
“For me, it has been transformative because I now have the time to sit down with those real estate agents without neglecting my back-office work,” he said.
With HeyGen, Roberto can consistently educate his audience while focusing his time where it delivers the greatest value.
