For mortgage brokers and loan officers
Mortgage broker marketing software and loan officer marketing automation
AiMarketer writes the marketing a busy loan officer never gets to: realtor partner updates, past client campaigns and local ads for purchase and refinance leads. Each piece is drafted in your voice and goes live only after you approve it.
The agent drafts a real starter campaign for your business: the angle, three ads, a five-post calendar and a budget split. One free run, about 30 seconds.
You have had your free run here. Create your account and the agent writes you a full 90-day marketing plan for your business.
Campaign for . Describe your own business above to run yours.
Campaign angle & audience
Ready-to-run ads
Suggested budget split
First week of content
This is a live generated draft. Want AiMarketer to actually launch and optimize it for you? Describe your business above to run this on yours, or have AiMarketer launch and optimize the campaign for you. You have had your free run on your own business. Create your account and the agent writes you a full 90-day marketing plan for it.
No card required for the demo. Nothing goes live without your approval, so rate language and disclosures get your review first.
The short answer
Mortgage broker marketing software comes in two kinds. A mortgage CRM such as Surefire, Total Expert or Jungo runs the pipeline and the automated emails, and is priced by quote per user. An AI marketing agent writes the ads, realtor updates and past client campaigns the CRM leaves to you, for $49 to $499 a month.
CRM vendors that only quote are named without a number, because the figures published elsewhere do not agree.
What the agent drafts each month
- Realtor partner updates. A short local market note for the agents who send you purchase borrowers, so you stay visible between deals.
- Past client campaigns. Anniversary and refinance check-in emails to people you already closed, the cheapest leads you have.
- Local lead ads. Search and social ads for first-time buyers, refinance or self-employed borrowers, one audience at a time.
- Closing thank-yous. A note and a review request after funding, written the same way each time.
What mortgage marketing software costs a month
The two layers a broker or loan officer pays for. The CRM tracks loans and sends the sequences you build. Only the last row writes new campaigns and ads. Ad spend sits on top in every case.
Mortgage CRM
Surefire
Quote only
Pipeline, borrower records and automated milestone and marketing emails. No firm price is published, and third-party estimates differ widely.
Mortgage CRM and marketing
Total Expert
Quote only
Built for lenders and banks, with journeys and co-branded content. Priced on request, and estimates found online do not agree.
Salesforce based CRM
Jungo
Quote only
Runs on Salesforce, so the Salesforce seat is a separate line item. Ask for the all-in per-user number.
AI marketing agent
AiMarketer
$49 to $499
A month. Drafts ads, realtor and past client campaigns and partner updates for you to approve. Works next to the CRM you already use.
Ask each CRM vendor for a written all-in per-user quote, including any platform license and onboarding fee, before you compare it with anything.
Where the mortgage CRM stops and marketing starts
A mortgage CRM is the system of record for borrowers, loan stages and milestone messages. A broker should keep one. What it does not do is decide this month's message, write it, or notice that a realtor who sent you four loans last year has gone quiet.
Most loan officers know that referral partners and past clients are the cheapest source of loans, and most still skip the monthly touch when the pipeline is full. That is when the pipeline empties two months later. The agent drafts the touch every month so the decision for you is only approve or edit.
Mortgage advertising also carries rules a general marketer ignores. Ads generally need the originator and company NMLS identifiers, and any ad that states a rate, payment or term can trigger Regulation Z disclosures. Put your required disclosures in your brand profile, keep rate language out of drafts unless you add it, and have your compliance contact review before you approve. The agent drafts, you decide, and nothing is published without that approval. This page is not legal advice.
Who this fits
Independent brokers
A one or two person shop where the owner is also the processor and the marketer. You get a monthly plan instead of a blank page.
Loan officers on a team
Producers who build their own book inside a bigger lender and need personal referral and past client marketing the corporate templates do not cover.
Owners comparing CRM add-ons
If a CRM vendor quoted a marketing module on top of seats, weigh it against a flat plan that writes and launches the campaigns for you.
AI marketing agent
Get next month's realtor updates and past client campaigns drafted this week
Create your account. We will email you a 6-digit code to confirm, and you are in.
No card required. Your data stays yours.
Questions about mortgage broker marketing
What is the best marketing software for mortgage brokers?
It depends on the job. A mortgage CRM such as Surefire, Total Expert or Jungo holds the pipeline, borrower records and milestone emails. An AI marketing agent covers the part a CRM leaves to you: drafting rate-neutral ads, referral partner updates and past client campaigns, then waiting for your approval before anything goes live.
How much does mortgage marketing software cost?
Mortgage CRMs usually price per user per month and most do not publish a firm number. Surefire, Total Expert and Jungo are quote-based, and third-party estimates conflict widely, so get a written quote. An AI marketing agent costs $49 to $499 a month on published plans, with ad spend extra.
Can a loan officer use AI to write marketing?
Yes, as a drafting tool. The agent writes ads, emails and referral partner updates in your voice, and you approve each piece. A loan officer or compliance contact should still review anything that quotes a rate, payment or term, because advertising disclosure rules apply to the loan officer, not the software.
Do mortgage ads need an NMLS number?
Yes. Mortgage advertising generally has to carry the originator and company NMLS identifiers, and ads that state a rate or payment trigger further Regulation Z disclosures. Treat the agent as a drafter: put your required disclosures in your brand profile and have your compliance contact review rate and payment language before approval.
How do mortgage brokers get more referrals from realtors?
Brokers get more realtor referrals by staying visible between deals: a short monthly market update, a fast reply on pre-approval questions, and a thank-you after each closing. Most brokers know this and skip it when a pipeline is busy, which is the work an agent can draft each month for approval.
Is a mortgage CRM enough for marketing?
Usually not. A CRM sends the drip sequences you build and tracks the loan pipeline, but someone still writes the campaigns, ads and partner updates. If you already pay for a CRM, add the marketing layer on top rather than replacing it. No data migration is needed.
Related reading
Other referral-driven professions face the same problem: see marketing automation for financial advisors, AI marketing for real estate and marketing automation for credit unions. Past client campaigns are email work, covered in AI email marketing, and every plan is on AiMarketer pricing.