Levitate is an absolutely invaluable program because the emails come from my address and I’m able to send out content tailored to my clients.
I netted $18,000 in revenue within the first 30 days of using Levitate.

Eddie Hilliard, ANE Lending

Your One-Stop-Shop For Turning Happy Clients Into Loyal Advocates

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.

Drive Referrals

and repeat business by keeping in touch through email, text, and social media.

Remember Key Facts

and dates about every contact with our simple tagging and automation capabilities. Never forget a closing date again!

Save Time and Money

with tried-and-tested mortgage industry templates and custom content.

Nurture Your Network

with personalized communications curated and scheduled with the help of your Success Specialist.

Work Smarter

in the email and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.

A Better Approach, From Start to Five Stars

1

White glove service comes standard.

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.

“Being able to provide tons of value and give our mortgage clients hours back in their day is so rewarding. My clients tend to have many different types of people in their network they'd like to keep in touch with, and Levitate makes it easy (and fun!) for them.”

Jessica Hinzman
Mortgage Success Specialist

2

Quality over quantity.

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.

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5 Tips for Flipping a New Home

Offer the developers, contractors, and investors in your network tips for successfully flipping a home.

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FYI: After Your Mortgage Pre-Approval

Reach out to your pre-approval clients and inform them of the next steps in their mortgage process.

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The Check-In

Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.

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Fall Residential Market Update

Check-in with buyers and sellers and let them know what to expect this fall.

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3

With us, it's personal.

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.

4

Simple, easy-to-use reminders.

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.

5

Your keep-in-touch calendar.

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.

OCT
NOV
DEC

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

Levitate integrates with

Let's get you scheduled.

Let's get started.

Or give us a call at 888-253-7050

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