AI Marketing is email marketing for mortgage brokers and lenders: create a campaign, filter the contacts it goes to, such as past borrowers or real estate agents, and the AI writes each e-mail from your company knowledge in each contact's language. Only contacts whose consent allows it are mailed, and a reply is answered or handed to a loan officer.
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7 days free · per company, never per seat · nothing to install


Campaigns
Send an announcement, an invitation or a thank-you to the list you pick, and the AI still writes each contact a personal e-mail, within your daily limit.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Tell our past borrowers about the homebuyer seminar on the 14th.”
Lisa“I wrote the seminar campaign for past borrowers whose consent allows it, in their languages. Send it on your yes?”
You talk. Lisa sets it up. Applied only on your yes.
How Mortgage & Lending use it
A spring note to past borrowers about your first-time buyer seminar goes only to contacts whose consent allows it.
Referral partners tagged real estate agent receive a monthly newsletter, each e-mail in the agent's own language.
A past borrower replies asking about a refinance; the reply reaches a loan officer and a follow-up starts by itself.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to AI E-mail or get it inside a solution · See pricing › · Per company, never per seat.
Campaigns
An anniversary note, a seminar invitation or a new office: one campaign to the past borrowers it concerns, filtered by tag, stage or the date of the last contact.
A newsletter to real estate agents and builders tagged as partners, written from your knowledge in each partner's own language.
A homebuyer seminar gets its invitation, its reminder and its thank-you, and each registration is tracked on the contact's record.
A question in a reply is answered from your knowledge through AI E-mail; an interested reply starts a follow-up and alerts a loan officer.
Set-up
She reads your pages, so every campaign is written from what your office really offers and how you say it.
Link your lending domain through AI E-mail; the page checks SPF, DKIM and DMARC live and shows when all three pass.
Name the loan officer who signs, the mailbox replies go to, how many e-mails leave a day and at what hours.
Send your first campaign to past borrowers inside the free 7-day trial, no credit card, after reading each e-mail.
Questions & answers
Yes. Tell Lisa what to announce and to whom; she writes the campaign from your website and your approved knowledge and waits for your yes. The person who reviews your advertising can read every language version in the preview before a single e-mail leaves.
Only what your knowledge allows, and a never rule about rates holds on every campaign. Campaigns can talk about events, the process and your team, and leave rates to a loan officer's own conversation.
The contacts you filter by tag, kind of contact, source, country, language, deal stage or the date of the last contact, and only those whose consent allows it. An unsubscribe is honoured at once and forever.
They are paced to protect it: at most 50 marketing e-mails a day to start, a pause of at least 90 seconds between two sends and each contact's own sending hours, and the deliverability report lists bounces and complaints beside your domain's health.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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