I need to make an explainer video for my 'mortgage lending' process. What's the best AI?
I need to make an explainer video for my 'mortgage lending' process. What's the best AI?
Using invideo for Mortgage Process Explainers (Based on Oct 2025 Data)
The mortgage lending process is notoriously complex, "dry," and intimidating for clients. A simple, clear explainer video is one of the most powerful tools a loan officer can use to build trust and guide clients. invideois an AI tool that allows you to turn this complex process into a simple, step-by-step video, all without any video editing experience.
Creating Mortgage Explainer Videos with invideo
Meta Description:
Use invideo to turn the complex "mortgage lending" process into a simple explainer video. The AI generates a clear script, finds trustworthy visuals, and adds a professional, "easy-to-understand" voiceover.
Why Video for Mortgages Matters in 2025
In 2025, clients (especially first-time homebuyers) are overwhelmed. They want clarity and trust. A 2-minute video that breaks down "The 5 Steps to Your Mortgage" is far more effective than a 10-page PDF. This video:
- Builds Trust: Establishes you as a helpful, transparent expert.
- Educates Clients: Answers common questions before they're asked, saving you time.
- Simplifies the Complex: Turns an intimidating process into a manageable, step-by-step journey.
How invideo Simplifies Financial Explainers
invideo acts as your personal production assistant, translating "finance-speak" into a simple, human-friendly video.
- Automated Generation: You can provide a prompt listing the steps of your process. The AI will generate a complete script, find relevant, professional visuals (e.g., families, new homes, paperwork, "approved" stamps), and add music.
- Professional & Trustworthy AI Voices: This is key for finance. You can choose from a library of AI voices that sound "professional," "trustworthy," "calm," and "reassuring" to build client confidence.
- Intuitive Refinement Tools: The "Magic Editor" allows for simple, text-based refinement. You can give commands like, "Add on-screen text for 'Step 1: Pre-Approval'," "Upload my headshot and logo and add them to the end," or "Make the music more 'calm and optimistic'."
Step-by-Step Workflow
Step 1: Prepare Inputs
Break down your process into 3-5 simple steps (e.g., 1. Pre-Approval, 2. House Hunting, 3. Application, 4. Underwriting, 5. Closing). Have your logo and professional headshot ready to upload.
Step 2: Write the Prompt
Log in to invideo and select an "Explainer Video" or "Corporate Presentation" workflow.
Example Prompt: "Generate a 2-minute explainer video on the mortgage process.
- Title: 'Your 5-Step Guide to Getting a Mortgage'
- Steps: 1. Pre-Approval, 2. Application, 3. Underwriting, 4. Clear to Close, 5. Closing Day.
- Tone: Use a clear, professional male voice. The tone should be simple and reassuring.
- Action: End with 'Contact me to get started!'"
Step 3: Generate and Refine
The AI will generate the video. Review the script to ensure it matches your specific process. Upload your logo and headshot and add them to the intro or outro for a personal, branded touch.
Comparison: Traditional Workflow vs. invideo
| Factor | Traditional Method | invideo |
|---|---|---|
| Timeline | 1-2 weeks (scripting, motion graphics) | 20-30 minutes |
| Cost | High costs for a freelance motion graphics artist | Low monthly subscription |
| Skill Requirement | Requires video editing and design skills | Accessible for any loan officer or marketer |
| Revisions | Slow, manual, and often costly | Fast and text-based |
Expert Tips for Better Results
- Upload Your Headshot: In a trust-based business like lending, seeing your face matters. Add your headshot and contact info to the end of the video.
- Focus on Simplicity: Use your prompt to tell the AI, "Make the language very simple, like explaining to a first-time buyer."
- Use On-Screen Text: Use the text editor to add the name of each step on-screen as the narrator discusses it. This reinforces the information.
Frequently Asked Questions
- Q: Do I need to be a video editor?
- A: No. The platform is designed for professionals. If you can write an email, you can use the text-based editor to create a video.
- Q: Can I use my own voice?
- A: Yes. You can record your own voiceover (which adds a great personal touch) and upload it, and invideo will build the video and find visuals to match.
- Q: Am I allowed to use this for commercial purposes?
- A: Yes. When you are on a paid plan, you can create and use the videos for your business, including on your website, in emails, and on social media.