A tour of the new Marketing Hub — campaign analytics, deeper tracking, and an AI template library that gives you a running start on every message.
The updated mortgage marketing hub gives loan officers a clearer view of campaign performance, link activity, and message creation. You can review sends, replies, opens, clicks, and longer performance windows, plus use AI to create new email and SMS templates faster.
The Marketing Hub now reports on every campaign in one view — opens, clicks, replies, and appointments booked — so you can double down on what's converting.
Start from mortgage-specific AI templates for rate updates, past-client check-ins, and new-lead intros. Edit to your voice and ship.
LoanOfficer.ai’s updated mortgage marketing hub gives loan officers a more complete view of what is happening inside their marketing activity. Instead of sending campaigns and guessing what worked, the updated Marketing section now brings campaign performance, tracking links, QR code tracking, and AI-assisted templates into a more useful workflow.
The focus of this update is visibility. You can see who a campaign is targeting, how it is performing, and what actions contacts are taking after messages go out. You can also move faster when creating email and SMS templates by using the built-in AI generator to draft new messaging from a prompt.
For a busy loan officer, this means less time piecing together results manually and more time improving follow-up, content, and conversion.
Mortgage marketing is only valuable if you can understand what is happening after you send a message. Opens, replies, clicks, and link activity help you see whether your audience is engaging. Without that visibility, it is hard to know if a campaign should be continued, adjusted, or replaced.
The updated mortgage marketing hub helps solve that by making performance data easier to access. From the campaign section, you can review a summary of each campaign, see who it is targeting, and view analytics that show activity over time.
This matters because loan officers often run multiple types of outreach at once. You may be sending emails to leads, SMS messages to active prospects, educational content to past clients, or promotional links to referral partners. When those efforts are tracked in one place, you can make better decisions about what deserves more attention.
The AI template update also matters because speed and consistency are important in mortgage marketing. You may need a refinance follow-up, a purchase nurture message, a partner update, or a quick SMS reminder. Starting from a prompt can help you get a usable draft faster, then refine it for your brand, audience, and compliance requirements.
The updated Marketing section includes three major areas highlighted in this release: campaign analytics, tracking link reporting, and email/SMS template creation.
In the campaign area, the layout has been refreshed to show more context at a glance. Each campaign now includes a summary of what is happening and who the campaign is targeting. This helps you understand the purpose and audience before digging into the numbers.
From there, you can open campaign analytics to see more detailed activity. The analytics view shows performance information such as the number of sends, replies, opens, and related campaign activity. This gives you a better sense of the sequence and what is happening behind the scenes.
You can also expand the reporting window to longer time periods. The transcript references 90, 120, and 180-day views, which are useful when evaluating campaigns that run over a longer nurture cycle. Mortgage leads do not always convert immediately, so longer views can help you spot patterns that a short time frame might miss.
The tracking link section has also been updated. Tracking links now show more detailed statistics on how often links are clicked through marketing, emails, and text messaging. This is especially helpful when your goal is to drive a borrower, prospect, or partner to a specific destination.
The update also supports QR code creation and tracking. QR codes can be useful for online marketing or promotional use cases where you want a scannable path to a link and still want visibility into engagement.
Finally, the email and SMS template area now includes a library of categories. This makes it easier to organize templates by type, purpose, audience, or campaign theme. You can also launch directly into the AI generator, enter a prompt, and generate a new template.
1. Open the Marketing section in LoanOfficer.ai.
Start in the Marketing area of the platform. This is where the updated layout, campaign reporting, tracking links, and templates are available.
2. Review the campaign summary.
In the campaign section, look at the campaign overview to understand what the campaign is doing and who it is targeting. Use this as your starting point before reviewing deeper analytics.
3. Open the analytics view.
Select the option to view campaign analytics. This gives you more detail on campaign activity, including sends, replies, opens, and other performance indicators.
4. Adjust the reporting window.
If you want to evaluate a longer period, expand the analytics view to a larger date range such as 90, 120, or 180 days. Longer windows can be helpful for mortgage nurture campaigns and relationship-based follow-up.
5. Review tracking link performance.
Go to the tracking link section to see how often your links are being clicked. Use this data to understand which emails, text messages, or marketing efforts are driving engagement.
6. Create and track QR codes when needed.
If you are using QR codes in your marketing, create them in the tracking link area so click and scan activity can be tracked. This helps connect offline or promotional engagement back to measurable activity.
7. Organize templates by category.
In the email and SMS templates area, use categories to keep your message library easier to manage. Organized templates are easier to reuse and improve over time.
8. Generate a new template with AI.
Launch the AI generator, enter a clear prompt, and generate a draft template. Review and edit the output before using it in live outreach.
Use analytics as a decision-making tool, not just a reporting screen. A campaign with high sends but low replies may need a better call to action. A message with opens but limited clicks may need a stronger reason to take the next step. A campaign with steady engagement over a longer time frame may be worth continuing or expanding.
Review different metrics together. Opens can show initial interest, replies can show direct engagement, and link clicks can show intent. No single number tells the entire story. Looking at campaign analytics and tracking link data together gives you a clearer picture.
Use longer reporting windows for mortgage nurture campaigns. Borrowers often take weeks or months to act, especially for purchase education, refinance timing, or past-client reactivation. A 90, 120, or 180-day view can reveal momentum that shorter windows may not show.
Keep your template library organized. Categories help prevent duplicate work and make it easier to find the right message when you need it. For example, you might separate templates by audience or use case, such as leads, past clients, agents, refinance, purchase, or general follow-up. Only use categories that make sense for your business.
When using AI to generate templates, provide a specific prompt. Include the audience, goal, tone, and any important context. A prompt like “Create a friendly SMS follow-up for a borrower who clicked a refinance link but has not replied” will usually produce a more useful starting point than a vague prompt like “Write a mortgage text.”
Always review AI-generated content before sending it. Edit for accuracy, your personal voice, and any required compliance language. AI is a drafting tool, not a substitute for professional review.
One common mistake is only looking at campaign sends. Sends tell you that messages went out, but they do not tell you whether people engaged. Review replies, opens, and clicks to understand actual performance.
Another mistake is judging a campaign too quickly. Mortgage decisions are often not immediate. If the campaign is designed for education or nurture, use longer analytics windows to evaluate performance more fairly.
Some users may overlook tracking links and rely only on email or SMS engagement. Link clicks can be a strong signal of interest because they show that someone took an action beyond reading the message.
It is also easy to let template libraries become cluttered. If templates are not categorized, your team may waste time searching or recreate messages that already exist. Keep your template structure simple and useful.
Finally, avoid sending AI-generated templates without review. AI can help you move faster, but every message should still sound like your brand and fit the specific borrower or partner relationship.
Imagine you are running a refinance education campaign for past clients. You open the Marketing section and review the campaign summary to confirm the audience and purpose. Then you open analytics to see how the campaign is performing.
You notice the campaign has a healthy number of sends and opens, but replies are lower than expected. You check the tracking link section and see that the refinance education link is receiving clicks. That tells you people may be interested, even if they are not replying directly.
Next, you expand the reporting window to 90 or 120 days to see whether engagement is building over time. If clicks continue but replies remain low, you may decide to create a new follow-up template with a stronger call to action.
You go to the email and SMS templates area, open the AI generator, and enter a prompt for a short follow-up message to past clients who clicked a refinance-related link. The AI creates a draft. You review it, make it sound more like you, and ensure the message is appropriate before using it.
If you are also promoting the same campaign through another channel, you create a QR code that points to the same tracked destination. As people scan or click, you can review activity in the tracking link section and compare engagement across channels.
This workflow gives you a loop: send, measure, learn, improve, and repeat.
The updated mortgage marketing hub gives loan officers better visibility into campaign performance and more tools to create effective outreach. Campaign analytics now show more detail on sends, replies, opens, and activity over time. Tracking links provide clearer click reporting across marketing, email, and SMS, and QR codes can also be created and tracked.
The template updates make it easier to organize email and SMS messages and use AI to generate new drafts from prompts. Together, these updates help you move faster, understand engagement more clearly, and make smarter decisions about your mortgage marketing.
Go to the Marketing section in LoanOfficer.ai to access the updated layout, campaign analytics, tracking links, and template tools.
Look at the campaign summary to understand what the campaign is doing and who it is targeting before reviewing performance.
Open the analytics view to see activity such as sends, replies, opens, and other behind-the-scenes campaign performance data.
Use longer reporting windows, such as 90, 120, or 180 days, when you want to evaluate performance over a longer period.
Review the tracking link section to see how often links are clicked through marketing, emails, and text messaging.
Use QR codes when you want to promote a link in a scannable format while still tracking engagement.
Use template categories to keep email and SMS messages easier to find, reuse, and improve.
Launch the AI generator, enter a clear prompt, and review the generated email or SMS template before using it.
The Marketing section now includes an updated layout, campaign summaries, deeper campaign analytics, improved tracking link stats, QR code tracking, and AI-assisted email and SMS template creation.
The analytics view shows activity such as sends, replies, opens, and other campaign performance details happening behind the scenes.
Yes. The updated analytics view can be expanded to longer windows, including 90, 120, and 180 days.
The tracking link section shows statistics on how often your links are clicked through marketing, emails, and text messaging.
Yes. You can create QR codes and track them, which is useful for marketing efforts where you want a scannable link with measurable engagement.
Yes. The template area includes email and SMS templates, and you can launch the AI generator to create a new template from a prompt.
Use AI-generated templates as a starting point. Review the message, adjust the tone, confirm accuracy, and make sure it fits your intended audience before sending.
The transcript mentions update notifications inside the app, the private Loan Officer AI Facebook group, and daily training calls at 11:00 Pacific time.
[00:00] So on today's call, I wanted to go over some of the updates we just recently rolled out under our Marketing section. If you come into Marketing, you'll see that there has been an update to the layout and design, as well as the tracking for campaigns. [00:23] Now you're going to see a summary of what is happening on the campaign and who the campaign is targeting. We're also going to get some statistics on the performance. If we scroll down and go to view the analytics, you're going to be able to see a little more detail on what is happening behind the scenes. [00:46] You can see the number of sends, the number of replies, opens, and more. You're going to get more of the sequence showing you what is happening behind the scenes on any given campaign. You can also expand it to view longer periods, including 90, 120, or 180 days. [01:09] That is all part of the new updates rolled out under the campaign section. In addition, we have added some updates to the tracking link section. The tracking link section is now going to give you the same type of detail, with more stats on how often your links are being clicked through your marketing, emails, and text messaging. [01:32] That is all going to be tracked here. You'll also be able to create QR codes and track those as well for any sort of online marketing that you're attempting or working on. [01:55] There are also updates to the email and SMS templates. Under templates, you have a library of categories where you'll be able to categorize them. You'll also be able to launch right into the AI generator to create a new template. [02:18] If you want to launch new templates, you can come in here, give your prompt, and hit generate. AI will create that template for you. These are the main updates that I wanted to go over with everybody today. [02:41] We're rolling out new updates every week, so keep in touch through your notifications as well as in our private Facebook community. If you haven't joined that yet, please join the Loan Officer AI Facebook group. It is an AI community where we go over tips for the platform, best practices, and things that are working. [03:04] I just wanted to go over all of that with you today. Feel free to reach out if you have any questions. Again, we do our daily training calls at 11 o'clock Pacific time. [03:27] You can launch that call directly here in the application by clicking the button at the top. I look forward to seeing you and chatting with you again soon. Thanks so much.