Digital marketing for mortgage
The marketing director every loan officer needs but could never hire. Tell it your goal: grow your pipeline, win agent partners, own your market. It builds the plan, runs it everywhere borrowers are, and gets smarter with every result.
47
Contacts
$19
CPL
$1.2M
Loan pipeline
Borrower contacts, last 30 days
Channel mix
And a business needs marketing that works. But the way most loan officers market today is broken: bought leads, borrowed referrals, and a stack of tools that don’t talk to each other. Here’s what stands between you and a pipeline you actually own.
Build first-party borrower demand that’s yours to keep: local awareness, traffic, and retargeting audiences that compound. Portal leads are the opposite. The same name gets sold to a dozen LOs and disappears the moment you stop paying.
Show up to agent partners with co-branded marketing and a shared pipeline instead of just asking for referrals. As consolidation thins out referral sources, the LOs with real partnerships keep winning when the calls slow down.
Your ads, CRM, website, and follow-up working together in a plan that learns. Today they’re scattered across vendors that don’t talk to each other, so you get activity instead of compounding.
Get the strategy and coordination of a senior marketing director, scaled to every LO. Hiring one costs $150K a year and no lender can scale that across thousands of officers, so most market without anyone directing it.
The loan officers who own their markets have a marketing director who knows exactly what to do for their market, their brand, their borrowers. That’s Evocalize.
How Evocalize works
Pick a goal
It plans
An always-on awareness plan for the zip codes you want to own.
Goal: grow my pipeline Built in 0:42 · 0 manual steps
The Director
Composing your plan...
It generates
Branded video and image creative that builds recognition for your name and face.
On-brand
From your photos — no filming, no editing.
It launches
Display and social reach across the feeds and sites borrowers already spend time on, plus neighborhood mailers that put your brand on the right doors.
5 channels live · launched in 1 click
Targeted to your local market
It retargets
Everyone who engages, so your name keeps showing up wherever they go next.
Retargeting
Your name keeps showing up across Google, FB & IG.
It measures
Reach, frequency, and how your visibility is growing across your local market.
63
Contacts
$18
CPL
$1.2M
Pipeline
+38%
vs last month
It learns
It doubles down on the creative and placements people actually respond to.
Shifted budget to Google — CPL down 22% $19
CPL, improving
It plans
A rolling plan for your market, loan products, and budget across purchase, refinance, FHA, VA, and first-time buyer.
Goal: grow my pipeline Built in 0:42 · 0 manual steps
The Director
Composing your plan...
It generates
Every asset the plan needs: branded search and social creative plus video, sized automatically for every platform they run on.
On-brand
From your photos — no filming, no editing.
It builds
A mortgage landing page that turns every click into a contact and a retargeting audience you own.
New contact captured
Added to an audience you own
It launches
Hyper-local programs across Google, Facebook, Instagram, TikTok, YouTube, and direct mail, with every mailer carrying a QR code back to your landing page.
5 channels live · launched in 1 click
Targeted to your local market
It engages
Every new borrower called and texted within seconds by LeadsConcierge AI, then booked on your calendar or sent to you warm.
Connected in 0:08
Every inquiry answered in seconds — day or night.
It learns
It watches what converts, shifts budget there, and gets sharper every month.
Shifted budget to Google — CPL down 22% $19
CPL, improving
It targets
The agents and partners in your market worth building relationships with.
It finds the partners worth your time — automatically.
It generates
Creative that positions you as their go-to lending partner.
On-brand
From your photos — no filming, no editing.
It nurtures
Those relationships with consistent, automatic touchpoints that keep you top of mind.
Intro email Sent 
Friendly text Sent 
Branded postcard Scheduled 
Quarterly check-in Queued 12 touchpoints this quarter — 0 to remember.
It launches
Programs that put you in front of the agents you want to work with.
5 channels live · launched in 1 click
Targeted to your local market
It reports
What each partnership is actually producing, so you know where to invest.
63
Contacts
$18
CPL
$1.2M
Pipeline
+38%
vs last month
It learns
It focuses on the relationships driving real business.
Shifted budget to Google — CPL down 22% $19
CPL, improving
It invites
Your agent partner into a co-branded program in a few clicks.
Rachel K.
REALTOR® · your partner
No emails. No paperwork. No scheduling.
Approve once — the rest is handled.
It co-brands
Both names and both brands on every ad, automatically.
Just listed Get pre-approved before you fall in love with the house.
Both names, both brands — on every ad.
It splits
The cost 50/50, calculated and handled, built RESPA-compliant for housing.
You pay
$390
Partner pays
$390
No invoices · no chasing payments · no reconciling
Calculated and charged automatically.
It launches
Across Google, Facebook, and Instagram in both of your markets at once.
5 channels live · launched in 1 click
Targeted to your local market
It delivers
Contacts to both partners at the same moment, so no one waits.
To you
same moment
To your partner
same moment
No one waits. No one owns it. Both follow up.
Both of you, instantly.
It learns
It sharpens targeting and creative for both of you over time.
Shifted budget to Google — CPL down 22% $19
CPL, improving
It plans
A recruiting campaign aimed at the loan officers or agents you want to attract.
Goal: grow my pipeline Built in 0:42 · 0 manual steps
The Director
Composing your plan...
It generates
Employer-brand creative that sells why people should join you.
On-brand
From your photos — no filming, no editing.
It builds
A recruiting landing page that captures interested candidates.
New contact captured
Added to an audience you own
It launches
Targeted reach across the channels professionals spend time on.
5 channels live · launched in 1 click
Targeted to your local market
It engages
Every candidate inquiry instantly, so strong prospects never go cold.
Connected in 0:08
Every inquiry answered in seconds — day or night.
It learns
It optimizes toward the sources producing real recruits.
Shifted budget to Google — CPL down 22% $19
CPL, improving
The most valuable thing in mortgage marketing isn’t a lead. It’s owning the demand that produces pipeline and closes more loans month after month.
Without Evocalize
With Evocalize
Evocalize is the digital marketing platform for mortgage that orchestrates every borrower touchpoint from one rolling plan.
Create & Reach
AI-optimized programs across Google Search, Google Display, Facebook, Instagram, and YouTube, locally targeted to borrowers in your markets, running 24/7. Purchase, refinance, FHA, VA, and first-time buyer themes built in.
ListingMotion
Professional, on-brand video built automatically for social and paid. No filming, no editing. Put your face and your message in front of borrowers where they spend their time.
Neighborhood mailers coordinated with your digital programs. Each mailer carries a QR code to a landing page Evocalize builds, so you know exactly who responded and can retarget them online.
Capture & Convert
SmartSite
Branded, conversion-optimized landing pages that capture every visitor into a retargeting audience you own. Your page. Your borrowers. Your data. No developer needed.
LeadsConcierge AI
An AI concierge that responds to every new borrower inquiry the moment it arrives, day or night: qualified, answered, and handed to you warm or booked on your calendar.
A patented, RESPA-compliant co-marketing network. Co-brand programs with your agent partners, split costs 50/50, and receive contacts simultaneously. Show up as a partner, not a vendor.
Optimize & Retain
LeadsIntelligence AI
Real-time AI scoring that surfaces your highest-intent borrowers, filters out tire-kickers, and continuously refines targeting as it learns what actually closes.
Works with what you already use. CRM connectors including Total Expert, Follow Up Boss, Salesforce, and CINC. Lead-source connectors for Zillow, Realtor.com, and Ylopo. The Director orchestrates the stack you’ve already built.
Automated nurture that keeps you in front of borrowers and past clients at the right moment: refis, anniversaries, rate drops. Consistent touchpoints, zero manual work.
Developers: connect your stack via native connectors and our API. Read the API documentation →
When Rate, the #2 retail lender in the country, put Evocalize in the hands of its loan officers, the results showed up fast.
$0B+
in loan pipeline
0
closed loans in 12 months
$0M
in funded loan value
Real results from real loan officers
5x+ ROI
~70 loan applications in the Chicagoland market on $5,100 of brand + sphere spend.
Dan Rogers
Rate
$1.5M
Two pre-approvals totaling ~$1.5M in volume in his first three months back with Evocalize.
Oscar Campa
Guild Mortgage
Team-wide
Equipped mortgage bankers to build personal brands, grow their pipelines, and recapture their databases.
Hannah McManus
Atlantic Bay Mortgage
“Evocalize put Rate on a whole new trajectory for growth. The impact for our LOs to target and engage real estate agents and borrowers in specific areas is absolutely game changing.”
Jeff Smith
VP of Marketing, Rate
From a solo loan officer launching a first program to a national lender deploying across thousands of LOs: the same AI Marketing Director, scaled to fit.
For individual loan officers
For teams, branches & broker owners
For enterprise lenders & brokerages
Your central marketing team sets the brand, themes, and compliance rules. Evocalize deploys them consistently across every loan officer and market: no extra headcount, no marketing chaos, no compliance risk.
Every program is generated with your NMLS ID and required disclosures. Fair-lending and channel targeting rules are enforced automatically, and co-marketing uses a patented, RESPA-compliant structure. Evocalize is built for RESPA, TCPA, and the FCC’s lead-generation rules, so you and your compliance team can move fast without taking on risk.
Got questions?
Evocalize is a digital marketing platform for mortgage loan officers that works as an AI Marketing Director. You tell it a goal (grow your local pipeline, increase your visibility, promote an event), and it builds a personalized marketing plan and runs it automatically across Google, Facebook, Instagram, TikTok, and more.
It generates the creative, builds a mortgage-optimized landing page, launches and optimizes the ads, qualifies inbound borrowers through AI calling and texting, and learns from every result. Evocalize powers loan officers at lenders including Rate, Mutual of Omaha Mortgage, CMG Financial, Guild Mortgage, Synergy One Lending, and Embrace Home Loans.
An AI Marketing Director performs the full range of work a human marketing director would do for a loan officer, automatically and at scale. It takes a goal, creates a multi-channel marketing plan, executes across Google, Meta, and other channels, qualifies inbound borrower inquiries, retargets visitors, and improves with every result.
A human marketing director costs $150,000 or more per year, and no lender can scale one across thousands of loan officers. An AI Marketing Director does this work automatically, for every loan officer on the platform at the same time.
Lead portals sell the same lead to multiple loan officers at once: you’re competing on price the moment it arrives, and you never own anything beyond a name and a phone number. Portals sell outcomes; Evocalize builds an asset.
With Evocalize, you generate first-party borrower demand exclusively for you. You build local awareness, website traffic, retargeting audiences, and brand trust that compound the longer you run. 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.
Creating an Evocalize account is free. There’s no monthly platform fee for individual loan officers. You only pay for the ad spend inside your programs, and Evocalize earns a margin on that spend. Programs typically start around $49–$499 per month in ad spend depending on the goal.
Enterprise deployments for lenders and brokerages are priced separately and can include corporate-funded programs, custom branding, and managed onboarding.
Yes. Compliance is built into every program. Creative is generated with your NMLS ID and required disclosures, fair-lending and channel targeting rules are enforced automatically, and co-marketing uses a patented, RESPA-compliant cost-sharing structure.
Evocalize is built for the realities of mortgage marketing, including RESPA, TCPA, and the FCC’s lead-generation rules, so loan officers and lender compliance teams can move fast without taking on risk.
Yes. Evocalize connects to the tools loan officers already use — CRMs like Total Expert, Follow Up Boss, and Salesforce, plus lead sources and the major ad channels — through native connectors and an API, so it orchestrates your existing stack rather than replacing it. Developers can see the full integration surface in the API documentation.
The audiences, contacts, and first-party data your programs generate are yours to own and reuse, and enterprise deployments add centralized brand and compliance controls.
Evocalize runs paid digital programs across Google Search, Google Display, Facebook, Instagram, and YouTube, coordinated as one marketing plan. It generates branded ads and video (ListingMotion), builds mortgage landing pages (SmartSite), and qualifies inbound borrowers with AI calling and texting (LeadsConcierge AI).
It also scores lead quality in real time (LeadsIntelligence AI), enables RESPA-compliant co-marketing with real estate agents, and connects to CRMs and lead sources including Total Expert, Follow Up Boss, Salesforce, CINC, Zillow, and Realtor.com. Direct mail runs through the same plan, with each mailer carrying a QR code to a landing page Evocalize builds, so responses are measurable and feed retargeting. Email nurture is in development.
Yes. Evocalize includes a patented, RESPA-compliant co-marketing network built for housing. A loan officer and an agent partner co-brand a program, split the cost 50/50 automatically, and both receive contacts at the same time.
It lets loan officers show up to agent partnerships with marketing budget and a program already built. A partner, not a vendor. The co-marketing capability is protected by U.S. Patent US12061626B2.
Most programs generate initial borrower volume within the first few weeks. The compounding value (sharper targeting, stronger AI optimization, and real brand recognition in your market) typically builds over 6 to 12 months.
Evocalize is built for loan officers building a durable pipeline, not buying one-off leads. The platform learns from every result and improves continuously, so a program running for six months will significantly outperform the same program in its first week.
Spend your time closing, not marketing, while your reputation reaches everyone in your market who should already know your name.
“This is the future. Once I saw Evocalize, the question wasn’t “if,” but “when” we would find a way to leverage this platform. It empowers our LOs to drive better results and grow business in their local markets with much less effort than before.” 
“This technology puts the power of demand generation directly in our loan officers’ hands — eliminating the need to rely on costly third-party lead portals. We’re empowering our team to take control of their own success and strengthen local relationships.”