Features

A system unlike any other in the industry

We specialize in automating the best intentions of the modern loan originator.

Automator's solutions engage with your business partners and leads and create data-driven sales and relationships.

F E A T U R E S

Our system includes everything you need for success

Website Landing Page

Texting

Weekly Articles &

Video Prompts

Partnership Development

Digital Marketing Strategies

Celebration Emails

Email Strategy

Lead Integration

Team Management

Compliant Websites

A websites is a centralized location where customers can view information and resources about your business. The website Automator will create for you allows you to create a web presence and generate leads.


  • Photos on the homepage


  • A customized “Apply Now” link


  • A lead intake form directing to your email address


  • Compliance

Texting

If you are texting your leads or customers, it’s important to know the laws around doing that. Automator has created a compliant, valuable system in which your texts are pre-written to work with your email campaigns in timely, smart ways.


Let us show you how much of an impact good texting can have on your business.

Weekly Articles &

Video Prompts

Automator creates three weekly articles about topics like industry news, homebuying guidance, homeownership tips, and myriad other engaging subjects. These professionally curated articles are seamlessly published onto your Automator website, providing you a wealth of thought-provoking content that you can also use as prompts for social media videos.

Partnership Development

Relationship marketing is an essential pillar of successful mortgage marketing strategies, especially when it comes to cultivating referral partners. Building strong relationships with referral partners can lead to a steady stream of high-quality leads and increased profitability for mortgage businesses.


Personalization is a key factor in attracting and retaining referral partners. By tailoring marketing communications specifically for your partners, you can enhance their engagement and response rates significantly. With the advancement of dynamic content management, creating personalized and targeted messages for individual referral partners has become more efficient than ever before.

Digital Marketing Strategies

Beyond streamlining client interactions and enhancing organizational efficiency, Automator transcends the conventional by seamlessly integrating robust digital marketing strategies. Elevate your outreach game as Automator empowers you to effortlessly orchestrate targeted campaigns, harness the potential of social media dynamics, and optimize your online presence. Navigate the digital landscape with confidence and cultivate lasting client relationships through our comprehensive suite of tools, redefining how you approach mortgage services and marketing.

Email Marketing and Customized Content

Segmenting and

Targeting Audiences

Email marketing, when done correctly and well, should provide results. But bad data can be a hurdle when it doesn’t segment into the correct buying groups. Automator can help you determine which marketing is best for which type of contacts and segment your lists accordingly.

Good Data Management

Automator knows the right tasks to manage - like ensuring the email address is correct and the background data is there before the lead is contacted. We examine open and opt-out rates and provide responsive workflows that pivot based on behavior tracking.

Customized Content

Our homebuyer intelligence allows us to create digital campaigns to get you noticed. Whether you are looking for specifically written online lead campaigns or just want a more tailored approach to your marketing, we have you covered.

Targeted Content + Personalization + Data = Sales

Implement a content strategy unique to each audience through personalized messaging strategies. Automator will define and prioritize each of your lead's needs, identify the correct content strategy, and determine how to scale a personalized approach.

Lead Integration


Discover a whole new way to handle leads with Automator. It's not just about managing leads; we also supercharge your outreach using smart digital marketing strategies. Effortlessly sync lead information, make the most of online interactions, and boost your brand's presence with targeted campaigns. Our toolkit empowers you to confidently navigate lead integration, building strong connections and transforming the way you generate and market leads.

Team Management

Experience a seamless evolution in team management through our integrated platform. Beyond the basics, we empower you with intuitive tools to streamline collaboration and communication. Effortlessly assign tasks, track progress, and foster a cohesive team environment, all in one place. With Automator's comprehensive suite of features, you can confidently navigate team management, enhancing efficiency and reshaping the way you work together within the system.

Curated Relationship Journeys

We believe that situational marketing can be the key to more business for you. That is why we market to your customers in a way that speaks to them and their current situation. See below for the 25+ nurture campaigns that are included with our standard account.

Buyer-Specific Campaigns & Journeys

  • Change of Life Campaign

    • TARGET: Buyers in less-than-ideal times
    • Gentle discussion of mortgage finance

  • Divorce Campaign

    • TARGET: Buyers purchasing a home due to a divorce 
    • Gentle discussion of mortgage finance

  • Downsizing Campaign

    • TARGET: Buyers wanting a smaller home
    • Educate buyers on downsizing their home

  • First-Time Homebuyer Campaign

    • TARGET: Renters seeking family home
    • Gives great info about getting ready to buy

  • Home Renovation Campaign

    • TARGET: Buyers looking to remodel
    • Tips for renovating and maximizing updates

  • Homebuyer Campaign

    • TARGET: Any buyer
    • Educate on becoming a successful homebuyer

  • Investment Properties (Rental) Campaign

    • TARGET: Buyers seeking income property
    • Educate investors while comparison shopping

  • Jumbo Loan Campaign

    • TARGET: Buyers of more expensive homes
    • Explains the jumbo loan process

  • LGBTQIA+ Homebuyer

    • TARGET: LQBTQIA+ community
    • Touches base during house hunting process

  • Move Up Buyer

    • TARGET: Buyers with a mortgage already
    • How to prep for selling your current home and purchasing a new home

  • New Construction Campaign

    • TARGET: Buyers wanting to build
    • Keep in contact during the building process

  • Pre-Approval Campaign

    • TARGET: Pre-approved buyers
    • Touches base during house hunting process 

  • Refinance Campaign

    • TARGET: Current mortgage owners
    • Educates about advantages of refinancing

  • Relocation Campaign

    • TARGET: Buyers relocating to new city/state
    • Guide to relocating to a new location

  • TBD Loan Campaign

    • TARGET: Any homebuyer with a TBD approval shopping for a home
    • Keeps in touch with the homebuyer throughout the loan cycle

  • Urban First-Time Homebuyer Campaign

    • TARGET: Renters in their 20’s looking to purchase in a more urban area
    • Gives great info about getting ready to buy

  • VA Loan Campaign

    • TARGET: Veterans
    • Educates about VA loans 

  • Vacation Home

    • TARGET: Buyers seeking vacation homes
    • Educates buyers on owning a second home,
    • specifically a vacation home

Purchased Lead Campaigns

  • Aggressive Lead Campaign

    • TARGET: Any purchased lead
    • Lead follow-up tool with aggressive approach

  • Lead Campaign

    • TARGET: Made for request leads, warm leads, or landing page leads
    • Lead follow-up tool with less aggressive approach

  • Lead Follow Up Campaign

    • TARGET: Customers who did not apply for a loan after a campaign 
    • Keep you top of mind with prospective customers


Not-Yet Solutions

  • Missed Opportunities Campaign

    • TARGET: Buyers who chose another lender
    • Reminder you will help if they need you

  • Credit Improvement Campaign

    • TARGET: Buyers needing to raise credit score
    • Teaches how to improve credit scores 

  • Still House Hunting Campaign

    • TARGET: Buyers having trouble finding a home
    • Touches base through the home search process

Relationship-Building Campaigns

  • Builder Introduction Campaign

    • TARGET: Any builder you are trying to work with
    • Explains why they should partner with your company

  • Financial Professionals Campaign

    • TARGET: Any financial professional you are trying to work with
    • Explains why they want to partner with your company

  • New Agent Campaign

    • TARGET: Realtors you have worked with once
    • Explains why they want to partner with your company

  • New Business Contact Campaign

    • TARGET: Any potential business partner
    • Explains why they should partner with your company

  • Realtor Re-Engagement Campaign

    • TARGET: Engaging agents you already work with or reengaging with agents from the past
    • Educates about advantages of refinancing

FAQs

Got a question? We’re here to help.

  • What is Automator?

    Automator is a client relationship manager that allows you to track, organize, and market to your business partners and clients. Think of Automator as a loan officer assistant that you don’t have to hire. 


    Automator gives you the tools to be successful by helping you communicate throughout every potential step of a loan. 

  • Building Your Profile

    Our team will work with you to make the process easy, but we rely upon your speedy reply to any and all correspondence. 

    • Fill out your user profile 
    • We will launch your website & CRM
    • Start training

  • Will my blogs from my Automator website automatically sync to my social media?

    They will not, but we will send out an email when blogs are published to alert you and remind you to post these on your Facebook business and personal pages as well as LinkedIn.

  • What will the blogs be about?

    Blogs will be written in first person and each one will look as though you wrote it. Three blogs will come out each week on Tuesdays, Wednesdays,  and Thursdays.


    Typically, the Tuesday blog will be about lending. The blog for Wednesday will be about homeownership while Thursday's will either be about a specific program or industry news.


  • Do I create my own marketing email campaigns?

    No need. A lot of time and effort has been put into custom tailoring each campaign for every step of the loan process by combining the knowledge and efforts of seasoned loan officers with real experience and an industry-leading marketing team. There are calls to action to ask your real estate partners for business as well as to direct customers to apply for their loans.


    All emails are linked through to your website to drive traffic from emails to your custom website where a customer can learn more or apply for a loan.

  • Once I start using Automator, can I expect updates and new campaigns?

    Yes. at Automator, we will always be updating our services and offerings with new, robust email campaigns. We would also love to hear your feedback! Your ideals are very valuable to us, so please always forward us your thoughts and ideas!

Interested in customizing your marketing? Automator has an in-house team who can help!

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