Meet Evo, your
AI Marketing Director

Evocalize is a universal marketing platform for local businesses, from real estate agents and loan officers to franchise and multi-location brands, that functions as an AI Marketing Director.

The platform takes your goal (launching a listing, growing a local pipeline, building a brand, boosting same-store sales, or recruiting), builds a rolling, personalized marketing plan rather than a one-off campaign, and orchestrates it automatically across video, landing pages, social media, search, direct mail, and the tools already in your stack. Evocalize serves over 1 million local operators and enterprise organizations including Rate, Guild Mortgage, CMG Financial, eXp Realty, MoxiWorks, and Redline Athletics.

An AI Marketing Director is a system that performs the full range of tasks a human marketing director would handle, automatically and at scale, for any local business.

This means taking a specific goal, creating a rolling, multi-channel marketing plan, executing across video, landing pages, direct mail, paid media, and other touchpoints to your existing contacts, your local sphere, and new prospects alike, qualifying inbound inquiries through AI calling and texting, retargeting visitors, and learning from results to improve future performance. A human marketing director costs $130,000 or more per year and cannot scale across thousands of professionals or locations. An AI Marketing Director does all of this automatically, for everyone on the platform simultaneously.

Lead portals sell the same lead to multiple businesses simultaneously. You are competing from the moment the lead arrives.

Evocalize generates first-party demand exclusively for the business running the program. You also build an audience over time: retargeting pools, local brand recognition, and market visibility that compound in value the longer you use the platform. A purchased lead is yours, but it is only a name, and the flow stops the moment you stop paying. Demand built through Evocalize keeps compounding and belongs to you.

Both. Evocalize is built for individual operators and for the enterprise organizations behind them.

Individual professionals can start for free and run marketing plans independently through the self-service platform. Enterprise organizations (mortgage lenders, brokerages, and franchise and multi-location networks) use Evocalize to deploy consistent, branded, compliant marketing across their entire distributed network. For enterprise, Evocalize extends the reach of a central marketing team without adding headcount. Current enterprise clients include Rate, Guild Mortgage, CMG Financial, eXp Realty, MoxiWorks, and Side.

Yes. Evocalize acts as an AI Marketing Director for every location, running locally targeted marketing for each one while keeping every market on brand.

Headquarters sets the brand and strategy; Evocalize executes for every location with deterministic governance like budget floors and channel minimums enforced by the platform, and flexible roles from top-down control to location autonomy. Brands like Redline Athletics and Taziki’s use Evocalize to boost same-store sales and drive loyalty and brand awareness. See how it works for multi-location.

No. Evocalize connects to the tools you already use and orchestrates them as one marketing plan, rather than replacing them.

Your CRM, your listings, and your design tools plug in through native connectors and an API. Evocalize then acts on what it finds: it segments the contacts already in your CRM into audiences it can market to, re-engages your existing sphere to stay top of mind, and coordinates new-prospect programs alongside them. You can run the full plan or just one piece of it, like a single listing video, a direct mail drop, or a few social posts. Nothing to rip out, nothing to rebuild.

Most marketing programs start producing pipeline within the first few weeks. Compounding growth (stronger targeting, improved AI optimization, and deeper brand recognition in your local market) typically builds over 6 to 12 months.

Evocalize is designed for local businesses building a long-term pipeline, not short-term lead buying. The platform’s AI learns from every result and continuously improves targeting and performance over time, which means a program running for six months will significantly outperform the same program in its first week. Businesses that treat Evocalize as a growth engine rather than a lead source consistently see the highest ROI.

Evocalize runs the full range of local marketing as one plan: automated listing and brand videos (ListingMotion), branded landing pages (SmartSite), automated direct mail, AI lead calling and texting (LeadsConcierge AI), real-time lead scoring (LeadsIntelligence AI), RESPA-compliant co-marketing between business partners, and paid digital programs across Google Search, Google Display, Facebook, Instagram, TikTok, and YouTube, all reaching your existing contacts, your local sphere, and new prospects at the same time.

Every activity feeds the others. Each mailer carries a QR code to a SmartSite landing page, so responses are measured and feed your retargeting audiences, and the platform connects to your CRM, including Total Expert, through native connectors and an API. Email marketing is available through partner platforms Evocalize is built into, like Side and MoxiWorks, which include it natively.

Yes. Evocalize’s co-marketing capability is a patented, RESPA-compliant digital co-marketing network for real estate and mortgage.

Real estate agents and loan officers can co-brand programs, with cost-sharing built to stay RESPA-compliant, and receive contacts simultaneously, with compliance requirements built into every step of the process. The co-marketing capability is protected by U.S. Patent US12061626B2 (Techniques for managing a collaborative data management and delivery platform).