A system unlike any other in the industry
We specialize in automating the best intentions of the modern loan originator.
Automator's solutions engage with your business partners and leads and create data-driven sales and relationships.
F E A T U R E S
Our system includes everything you need for success
Compliant Websites
A websites is a centralized location where customers can view information and resources about your business. The website Automator will create for you allows you to create a web presence and generate leads.
- Photos on the homepage
- A customized “Apply Now” link
- A lead intake form directing to your email address
- Compliance


Texting
If you are texting your leads or customers, it’s important to know the laws around doing that. Automator has created a compliant, valuable system in which your texts are pre-written to work with your email campaigns in timely, smart ways.
Let us show you how much of an impact good texting can have on your business.
Weekly Articles &
Video Prompts
Automator creates three weekly articles about topics like industry news, homebuying guidance, homeownership tips, and myriad other engaging subjects. These professionally curated articles are seamlessly published onto your Automator website, providing you a wealth of thought-provoking content that you can also use as prompts for social media videos.

Partnership Development

Relationship marketing is an essential pillar of successful mortgage marketing strategies, especially when it comes to cultivating referral partners. Building strong relationships with referral partners can lead to a steady stream of high-quality leads and increased profitability for mortgage businesses.
Personalization is a key factor in attracting and retaining referral partners. By tailoring marketing communications specifically for your partners, you can enhance their engagement and response rates significantly. With the advancement of dynamic content management, creating personalized and targeted messages for individual referral partners has become more efficient than ever before.

Digital Marketing Strategies
Beyond streamlining client interactions and enhancing organizational efficiency, Automator transcends the conventional by seamlessly integrating robust digital marketing strategies. Elevate your outreach game as Automator empowers you to effortlessly orchestrate targeted campaigns, harness the potential of social media dynamics, and optimize your online presence. Navigate the digital landscape with confidence and cultivate lasting client relationships through our comprehensive suite of tools, redefining how you approach mortgage services and marketing.
Lead Integration
Discover a whole new way to handle leads with Automator. It's not just about managing leads; we also supercharge your outreach using smart digital marketing strategies. Effortlessly sync lead information, make the most of online interactions, and boost your brand's presence with targeted campaigns. Our toolkit empowers you to confidently navigate lead integration, building strong connections and transforming the way you generate and market leads.


Team Management
Experience a seamless evolution in team management through our integrated platform. Beyond the basics, we empower you with intuitive tools to streamline collaboration and communication. Effortlessly assign tasks, track progress, and foster a cohesive team environment, all in one place. With Automator's comprehensive suite of features, you can confidently navigate team management, enhancing efficiency and reshaping the way you work together within the system.
Curated Relationship Journeys
We believe that situational marketing can be the key to more business for you. That is why we market to your customers in a way that speaks to them and their current situation. See below for the 25+ nurture campaigns that are included with our standard account.
Buyer-Specific Campaigns & Journeys
Purchased Lead Campaigns
Not-Yet Solutions
Relationship-Building Campaigns
FAQs
Got a question? We’re here to help.