Email & SMS
Reach the right people on the right channel.
Marketing
Mortgage Marketing Made Easy.
Create. Automate. Track. Grow.
All your marketing tools in one place. Design professional flyers, send emails and SMS, automate campaigns, and track results that help grow your mortgage business.
Ready-to-Use Templates
Professionally designed for mortgage professionals.
Drip Marketing Automation
Stay top of mind with automated campaigns.
Track & Improve
Measure, optimize, and grow engagement.
Campaign Analytics
Track results in real time
Ready-to-Use Designs
Create campaigns faster
Built for Mortgage Professionals
Professional tools designed for brokers and loan officers.
Compliant & Professional
Industry-focused content your team can trust.
Save Time
Automate your marketing and focus on what matters.
Grow Your Business
Improve engagement and generate more opportunities.
Why It Matters
Why Mortgage Teams Choose Marketing
Marketing centralizes all your campaign tools, templates, and automation in one platform so you can connect, engage, and grow your business with ease.
Save Time & Stay Efficient
Create, automate, and schedule campaigns in minutes. Spend less time on manual tasks and more time closing loans.
Automate. Schedule. Focus on what matters.
Professional & On-Brand
Access mortgage-specific flyers and templates designed by experts to help you communicate with confidence.
Polished, compliant, and on-brand.
Automate & Stay Consistent
Drip marketing and scheduled campaigns keep your clients, partners, and team engaged automatically.
The right message. At the right time.
Mortgage-Focused & Relevant
From loan programs to recruiting, our tools are built specifically for mortgage professionals like you.
Built for your industry. Built for your success.
Features
Everything Included in Marketing
Powerful tools and templates designed for mortgage professionals. Create, automate, and track campaigns that drive real results.
Design Center
Create custom flyers, emails, and templates with an easy-to-use design center.
Email Campaigns
Send professional, compliant emails to clients, partners, and more.
SMS Campaigns
Reach your audience instantly with targeted SMS text campaigns.
Drip Marketing
Automate email and SMS campaigns for birthdays, follow-ups, and important milestones.
Ready-to-Use Flyers
Access a library of mortgage-specific flyers for any marketing need.
Social Media Templates
Prewritten, professionally designed posts for LinkedIn, Facebook, Instagram, and more.
Smart Filters
Target the right people with advanced filters for leads, clients, partners, and more.
CRM Integration
Pull contacts directly from your CRM and keep your campaigns in sync.
Campaign Scheduling
Schedule campaigns once or set them to run daily, weekly, monthly, or on special dates.
Analytics & Tracking
Track campaign performance, engagement, reach, and audience activity.
READY TO GET STARTED?
Start Running Your Mortgage Business the Right Way
All-in-one platform designed to simplify your workflow, increase productivity, and help you close more loans.
Save Time
Automate tasks and streamline your workflow.
Close More Loans
Get better visibility and move faster.
Stay Compliant
Built-in compliance tools keep you audit-ready.
Scale Effortlessly
Grow your business with confidence.
01 General Is the Marketing platform cloud-based?
Yes. The platform is cloud-based and can be accessed through a supported browser from your computer, tablet, or mobile device.
02 General How long does onboarding take?
Onboarding time depends on your company setup, team size, and selected features. Most basic accounts can be configured quickly.
03 General Can I customize templates and campaigns?
Yes. You can customize text, images, colors, contact details, branding, and other campaign elements.
04 General Do you provide training?
Yes. Training options can include onboarding guidance, product demonstrations, and additional support resources for your team.
05 General Is my marketing data secure?
The platform uses security controls designed to help protect company, user, customer, and campaign information.
06 General Will it replace my current marketing tools?
It may replace several separate marketing tools by bringing templates, campaigns, scheduling, contacts, and reporting into one platform.
07 General Can I add multiple branches and users?
Yes. Companies can organize users, teams, departments, and branches based on their account configuration.
08 General What kind of support do you provide?
Support may include product assistance, setup guidance, troubleshooting, and help with platform-related questions.
09 General Is there a mobile app?
The platform is designed to work on responsive devices. Mobile application availability may depend on the selected service or account plan.
10 General Do you offer integrations?
Yes. Available integrations may include CRM data, communication tools, contact lists, and other connected 1 Solution features.