Inside Evocalize — 2025 Q2 Product Newsletter

Welcome to the Evocalize 2025 Q2 Product Newsletter. This quarter’s updates help you cut advertising costs in half through partner collaboration, budget with confidence using data-driven insights, and target specialized audiences more effectively than ever.

Digital Co-Marketing Network: Collaborative advertising made simple

Evocalize is excited to announce the launch of our Digital Co-Marketing Network, enabling seamless collaboration between business partners on digital advertising campaigns. This powerful platform allows hosts to invite guest partners (such as mortgage LOs working with real estate agents) to co-fund, co-brand, and co-manage advertising programs with automatic 50/50 budget splitting. Co-Marketing was built with RESPA and TCPA compliance in mind for real estate partnerships, shared performance reporting, and streamlined guest onboarding that doesn’t require full platform authentication.

Partners can now effectively cut their advertising costs in half while expanding their reach through collaborative campaigns. Click here to learn more about why we created the housing industry’s first Digital Co-Marketing Network.

Results Estimation: Budget with confidence

Making smarter budget decisions just got easier with results estimation. When creating programs, users now see estimated performance ranges based on historical data from similar campaigns, objectives, and budget selections. This data-driven insight helps eliminate guesswork and builds confidence in marketing investments by showing expected outcomes like estimated leads, clicks, or conversions before purchase. Results Estimation uses a sophisticated pooling system that prioritizes the most relevant performance data, from product-specific to industry-wide benchmarks. See Results Estimation in action in the budget section of your favorite Blueprint.

Enhanced CMP notifications: Stay informed, stay active

We’ve expanded our notification system with five new intelligent alerts designed to keep your campaigns running smoothly. These include:

• Automatic audience adjustments when targeting is too narrow
• Facebook page reconnection reminders
• Subscription renewal notifications – Success Alert 
• Subscription renewal notifications – Failure Alert
• Lead preference setup guidance for new users

Each notification is delivered through both email and in-app channels with clear action steps and helpful context. These proactive notifications reduce campaign downtime and ensure you never miss critical account updates. Contact your CSM to review your current notification preferences.

New marketing themes for mortgage: Targeted messaging for specialized loan products

We’ve launched three new mortgage ad themes specifically designed for today’s lending landscape. 

• DSCR Loans: Targets real estate investors with messaging that emphasizes qualification based on rental property income rather than personal income verification.
• Cash-Out Refinance: Uses urgent, empowering language to help homeowners “unlock their home equity” for debt consolidation and home improvements.
• HELOC: Focuses on flexibility and empowerment, positioning HELOCs as a “flexible credit line” that lets homeowners access equity on-demand. 

These themes come with pre-built copy variations and targeting strategies optimized for each loan product’s unique audience. Check them out in your favorite Mortgage Blueprints.

Product spotlight: Maximizing co-marketing ROI

Looking to strengthen your local partnerships, while reducing  your advertising costs? Co-Marketing represents a significant opportunity for businesses with complementary services to amplify their marketing impact. Real estate professionals and mortgage  LOs using our Digital Co-Marketing Network are seeing improved cost per lead metrics while maintaining regulatory compliance through our built-in RESPA guardrails.

Best practices for Co-Marketing success:

• Establish clear partnership agreements before launching campaigns
• Utilize co-branded creative to maximize both partners’ visibility
• Review shared performance reports regularly to optimize targeting
• Leverage guest access for streamlined partner onboarding

Better yet, the platform works seamlessly with existing CRM integrations and lead routing, ensuring both partners receive leads according to their preferences.

Questions about any of these updates? Contact your Customer Success Manager to schedule a demo or discuss implementation strategies for your organization.