From referral partners to past clients, stay top of mind through personal outreach at scale.
Your time is valuable. Streamline company marketing efforts, build authentic connections, and drive real business growth through Levitate’s combination of AI-powered software and dedicated support.
and repeat business by keeping in touch through email, text, and social media.
and dates about every contact with our simple tagging and automation capabilities. Never forget a closing date again!
with tried-and-tested mortgage industry templates and custom content.
with personalized communications curated and scheduled with the help of your Success Specialist.
in the email and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.
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You have too much to do and not enough time to do it—that’s why we’re here. Your Success Specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource for your team.
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Our recipe for the best email open rates in the marketing business? Fewer, more personal emails. Our library delivers three times average industry open rates*, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.
The Happy Birthday Email
It's true—this is one of our all-time, top-performing templates. Staying top of mind can be as simple as remembering a birthday.
5 Tips for Flipping a New Home
Offer the developers, contractors, and investors in your network tips for successfully flipping a home.
FYI: After Your Mortgage Pre-Approval
Reach out to your pre-approval clients and inform them of the next steps in their mortgage process.
The Check-In
Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.
Fall Residential Market Update
Check-in with buyers and sellers and let them know what to expect this fall.
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Our platform uses your everyday email server (like Outlook or Gmail), so your message skips the Promotions folder and looks like a truly personal email.
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We’ll remind you to check in with prospects, celebrate "house-iversaries" with past clients, or reach out for reviews on a cadence you create. Our AI-powered software will keep you honest.
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Get personalized email and social media content recommendations you can review and approve months in advance with the click of a button. Not interested in one month’s recommended content? Not a problem–we make it easy to drag, drop, and schedule other relevant templates.
Informative
Fall Residential Market Update
Review and Approve
Holiday
Happy Thanksgiving - Recipe
Review and Approve
Keep-In-Touch
A Simple Winter Mortgage Check-In
Review and Approve
Holiday
Happy Halloween - October 31st
Sent
Keep-In-Touch
Market Update - New Home Development
Sent
Informative
Demystifying ARMs
Sent
Keep-In-Touch
The Check-In - Past Client
Scheduled
Informative
A Mortgage Primer for First-Time Buyers
Scheduled
Holiday
Happy Holidays & Happy New Year Combo
Scheduled
