Mass blast email marketing won't cut it anymore. We combine AI-powered software with dedicated marketing coaches to help lenders focus on what you do best: build relationships.
and repeat business by keeping in touch with clients and prospects
from your lead sources with personalized emails
with tried-and-tested email templates
and dates about every contact. Never forget a closing date again!
in the email and calendar apps you already use
1
We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network.
2
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.
3
Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.
Say goodbye to overpaying for outsourced content — white-glove support comes standard.
Our dedicated marketing coaches craft strategies tailored to your business.
Use tried-and-tested email templates to schedule emails months in advance.
We monitor current events that may impact your customers, so you can focus on growing your business.
Short on time? Your coach will send recommended emails for you to approve—or edit—with the click of a button.
Customer Spotlight:
“Levitate helps us focus on what's important to our business – relationships.”
Mike Lotterhos
Customer Spotlight:
“We ultimately found Levitate easier for our agents to use, and easier to set up than our previous solution. Levitate is so flexible for users to customize, and intuitive in its functions. The Levitate Client Success team has been very supportive to ensure that we are getting the most out of our investment.”
Mike Wolf
