AI Marketing Campaigns for Loan Officers

Launch personalized SMS, email, and voice mortgage campaigns in minutes. AI writes in your voice, segments your book, and reports results automatically.

Launch a full mortgage marketing campaign in 60 seconds — written in your voice.

How AI Marketing Campaigns works

Pick a goal

Refi push, HELOC, new lead nurture, past-client reactivation, realtor outreach.

AI writes the campaign

Multi-touch SMS, email, and voice sequences generated in your tone.

Smart segmentation

AI selects the right borrowers using pipeline stage, equity, rate, and behavior.

Launch and measure

One click sends; live reporting shows opens, replies, and booked appointments.

Why it matters

60s — from goal to launched campaign
3 — channels — SMS, email, voice — in one send
Your — voice, not a generic template

Most LOs never launch campaigns because they don't have time to write them. AI Marketing Campaigns removes the writing step — you review and send.

Where loan officers use it

Rate-drop refi blast

AI drafts and launches a personalized refi campaign the day rates move.

Holiday touchpoint

One-click Thanksgiving campaign across your full book in your voice.

New product launch

Rolling out DPA or a new ARM product? AI drafts and sends the campaign.

FAQ

Is AI Marketing Campaigns included in the trial?

Yes — the $1 for 14-Day Trial gives you full access to every feature, including AI Marketing Campaigns.

Do I need to be technical to set it up?

No. Onboarding walks you through configuration and the AI is trained on your voice and workflow. If you can use email and SMS, you can use it.

Does it integrate with my LOS?

Yes — native integrations with Arive, LendingPad, and Byte, plus Zapier for 5,000+ apps.