Part of our Marketing agents
AI agents for marketing teams at mortgage brokers
Actionist is an AI automation tool whose agents operate the apps your mortgage brokerage marketing team already uses, from hand-built lead reports and review replies to drafts waiting for approval and a compliance check.
Marketers get back the hours lost to partner emails, review replies, and stitching lead reports together.
AI Employees for Mortgage Brokers Marketing in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Realtor partners kept warmCo-marketing pieces and market-stats emails are drafted for the agents who send you the most buyers.
- Every review acknowledgedNew Google and Zillow reviews get a drafted, privacy-safe reply, and every funded loan gets a review request.
- Content that stays in the linesPosts and ads are checked against your NMLS and Equal Housing list before the compliance lead sees them.
- Lists that match the borrower journeyPre-approved, in-contract, past-client and partner segments stay in sync with the CRM and respect unsubscribes.
- Lead spend tied to funded loansCost per funded loan by source replaces the lead count that never reached closing.
- Built around how your brokerage marketsThese are examples of what a mortgage marketing agent can do. Build a custom agent for any job you repeat.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Mortgage Brokers Marketing team's day.
Where the hours go
The realtors who send you the most buyers get a generic email twice a year because building a co-branded flyer and a market-stats note for each of them means a design tool, three tabs and a compliance read every time.
An agent drafts the partner flyer text and the weekly local-stats email from your CRM and rate sheet, flags what is missing from the compliance line, and queues each piece for you to approve before it reaches a partner.
New reviews land on Google, Zillow and Facebook while nobody is watching, replies slip for a week, and the borrowers who were delighted at closing are never asked to leave one.
An agent sweeps the profiles each morning, drafts a reply that names no borrower details, flags the low-star ones for the owner, and drafts a review request for each loan funded this week.
Every post, ad and flyer needs an NMLS number, an Equal Housing line and wording that does not misstate a rate, and the compliance lead finds the gaps one email at a time after the creative is finished.
An agent runs a checklist pass over queued copy before it reaches the compliance lead, marks what is missing, and leaves the approval to the person who owns it.
The lead report is a weekend spreadsheet: vendor counts here, ad spend there, and no link between a Bankrate lead and the loan that actually funded, so budget follows habit rather than results.
An agent merges the CRM export, the ad platforms and the vendor invoices into a cost per funded loan report by source every Monday, with a short narrative of what moved.
Actionist Will Automate
What one automation looks like
A week with your Mortgage Brokers Marketing agents
Some of the apps for your Mortgage Brokers Marketing team
Some of the email, review, content and advertising apps your mortgage marketing agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a new review is posted on the Google Business Profile or another connected profile, the agent notices within about a minute, reads it, and drafts a public reply that thanks the reviewer without naming a loan, an amount or a property. One to three star reviews are flagged to the owner in Slack for a private response first.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Partner marketing210 min / weekBuilding each realtor piece from scratch
A co-branded flyer or market note means opening the design tool, copying numbers from the rate sheet, and asking compliance to read it, so only the top three partners ever get one.
Partner marketing Agent0 minAgent drafts the piece for approvalAn agent writes the flyer copy and the local-stats email from the CRM and the rate sheet, marks any missing compliance line, and queues the draft for the marketing lead.
- Reviews150 min / weekChecking three profiles when someone remembers
Reviews sit unanswered for days on Google, Zillow and Facebook, and the borrowers who were happiest at closing are not asked to write one.
Reviews Agent0 minAgent sweeps and drafts repliesAn agent reads the profiles each morning, drafts a privacy-safe reply, flags the low-star reviews for the owner, and drafts a request for every funded loan.
- Advertising copy120 min / weekFinding compliance gaps after the creative is done
The compliance lead reads each post and flyer and replies with the missing NMLS number or an unsupported rate claim, which sends the creative back to the start.
Advertising copy Agent0 minAgent checks the list before reviewAn agent runs the checklist over every queued piece, marks the gaps beside the copy, and passes the marked-up draft to the compliance lead, who decides.
- Lists and nurture140 min / weekExporting and uploading segments by hand
Someone exports pre-approved borrowers and past clients from the CRM, uploads them to the email tool, and hopes the unsubscribes from last week came across.
Lists and nurture Agent0 minAgent keeps segments in syncAn agent refreshes the segments each morning from the CRM, applies the suppression list, and drafts the newsletter, leaving you to edit and approve.
- Lead sources240 min / weekStitching the lead report together on Sunday
Vendor counts, ad spend and CRM exports live in separate places, and nothing links a Bankrate lead to the loan that funded.
Lead sources Agent0 minAgent builds the cost per funded loan sheetAn agent merges the three sources every Monday, shows cost per funded loan by source, and drafts the short narrative for the owner.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
A marketing agent that touches borrower lists, public replies and regulated advertising is only worth having if the right person signs off. Actionist is built so you see everything it drafted, approve whatever goes public, and keep every compliance decision.
Review replies, social posts, flyers, partner emails and newsletters are drafted and held in Slack or Telegram. The agent publishes or sends only what a person approves, unless you widen that through Approval Modes.
The agent checks queued copy for the NMLS number, the Equal Housing line and rate claims that need terms, and marks gaps. It never approves an ad; the compliance officer does.
Drafted review replies never name a borrower, a loan amount or a property. Anything about a specific file is routed to the owner to handle privately, not answered on a public profile.
Segments, consent flags and unsubscribes are kept in your own tools, encrypted, and not used to train any model. If lists must stay on your own infrastructure, you can self-host Actionist on a VPS.
More Mortgage Brokers teams
More use cases for Mortgage Brokers Marketing teams
Frequently asked questions
Does my mortgage marketing team need to be technical to use Actionist?
How do I get started with an agent for our marketing work?
How do I make customised AI agents for how we market?
How quickly can I set a mortgage marketing agent up?
Will it post or send anything without my approval?
Does it decide whether our advertising is compliant?
How does it handle reviews without exposing borrower details?
What if our email tool or lead vendor portal has no API?
How is our borrower and partner contact data handled?
See an agent draft the partner email and check the review queue
Book a free demo and watch an Actionist agent sweep your reviews, draft a market-stats email for your top realtors, and run a compliance checklist pass, all waiting for your approval.