Tim Stacey is the founder of Stacey Solutions, an award-winning mortgage brokerage serving Solano County, Northern California, and homebuyers across the state. As a wholesale mortgage broker licensed in California, Tim specialises in helping first-time homebuyers 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 simpler to understand.

Education is a major part of that, particularly for veterans and active-duty service members. Every borrower has a different financial situation, 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.

Making the mortgage process more empathetic

Tim understands the importance of mortgage education through personal experience. When he purchased his first home, he does not recall ever meeting his loan officer. He ended up with a financial product that did not meet his needs and eventually lost the house to foreclosure.

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

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

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

“A significant part of my work involves educating and informing people, so I empower them to make informed real estate purchases,” 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 they are looking to buy.”

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 real estate agents, financial advisers, CPAs and referrals from past clients, and he uses video to keep everyone informed throughout the loan process.

Tim creates evergreen videos for common milestones and referral partners, while using personalised videos when a borrower's situation requires more specific guidance.

This level of communication helps Tim stand out 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 numbers behind it, as I was able to explain everything to them," Tim said. "Or rather, I should say my avatar was able to explain it to them."

Before HeyGen, delivering that experience through video required Tim to manage the entire production process himself. He had to appear on camera, set up the lighting and background, record the video, and often do multiple takes. Even a minor change could require him to record it again.

“Making those videos took a great deal of time and required many retakes,” Tim said. “Now, I can keep improving without having to step behind the camera and handle all the necessary tasks.”

A video that once 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 from start to finish. Now, I can do it in under ten minutes," Tim said. "It certainly saves me a great deal of time."

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

Expanding his reach beyond one-to-one conversations

Tim's use of HeyGen is already expanding beyond his own clients. Tasks that once required several rounds of calls and emails now take just a few minutes. He sends updates to around 10 clients every week and estimates that this saves him 10 hours.

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

When real estate agents watch his videos, they often ask how he creates them. This has prompted him to show other professionals how AI video can help them produce property walkthroughs and educational content without relying on traditional production methods.

“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 plans to share more educational content on YouTube, Instagram, Facebook and TikTok, bringing the same approach he uses with clients to a wider audience.

“Once you have it figured out, your processes and everything else improve tenfold,” Tim said. “It takes a little time to set it up, but once that is done, everything runs smoothly from there.”