Practical mortgage marketing lessons for loan officers: evergreen campaigns, past-client outreach, email and SMS that convert. Campaigns, email, SMS,.
Ship campaigns that actually get replies. Learn evergreen campaign structure, past-client marketing, rate updates, and messaging that converts across email and SMS.
Lessons in Marketing
Brand Colors for AI-Designed Emails — Set primary and secondary brand colors in Company Settings so AI-designed campaign emails and your booking page match your mortgage brand.
AI Campaign Builder Upgrade: Sample, Map, and Build — Build mortgage campaigns with upgraded triggers, sending windows, stop rules, sample feedback, a weekly campaign map, and editable AI-generated sequences.
Mailer Center: Track Direct Mail to Closed Loans — This walkthrough shows how Mailer Center takes a direct-mail campaign from setup and print-ready validation through recipient response and closed-loan attribution.
Refer a Friend and Earn 20,000 AI Tokens — This walkthrough shows where to find your unique referral link, how to share it, and when the 20,000 AI-token reward is added.
Social Planner: Schedule Social Posts in 90 Seconds — This focused Social Planner walkthrough shows how to open a new post, choose connected social channels, upload an image or video, add a caption, review the live preview, select a feed, Reel, or Story format, and publish immediately or schedule a date and time.
Marketing Suite: Campaigns, Evergreen, Property Pulse, Social Planner, and Reviews — This complete Marketing Suite training walks through campaign triggers and settings, stop-on-reply and re-entry rules, the AI scheduler and its sales objective, round-robin assignment, sending days and audience filters, extra campaign actions, campaign analytics, evergreen campaigns that write fresh content on a schedule, AI Assistant message recommendations, tracking links, email and SMS templates, Property Pulse reports and opportunity scanning, the Social Planner, and review request routing.
AI Template Creation Is Now Available — Generate mortgage-ready email and SMS templates with AI. Describe what you need in plain English and get a first draft you can polish and send.