Levitate for Mortgage Brokers

Build the relationships that build your business

From referral partners to past clients, stay top of mind through personal outreach at scale.

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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, social media and handwritten cards.

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, personal-feeling AI-created content 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.

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

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.

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.

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.

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.

Content Calendar

Your content 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.

October

November

December

Informative

Fall Residential Market Update

Holiday

Happy Thanksgiving - Recipe

Keep in Touch

A Simple Winter Mortgage Check-In

Holiday

Happy Halloween - October 31st

Keep in Touch

Market Update - New Home Development

Informative

Demystifying ARMs

Keep in Touch

The Check-In - Past Client

Informative

A Mortgage Primer for First-Time Buyers

Holiday

Happy Holidays & Happy New Year Combo

Let's get started!

We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.

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