5 Best Campaign Automation Platforms for Mortgage Brokers

Lender Crate is a specialized content marketing platform designed specifically for mortgage brokers, offering a suite of tools to simplify social media and blog content creation. According to their website, Lender Crate provides AI content generators, social media calendars, and blog creators tailored to the mortgage industry’s unique needs. The platform helps brokers maintain a consistent online presence by automating the creation of educational, compliance-friendly content that builds authority and trust. It emphasizes ease of use with pre-built templates and industry-specific prompts, making it accessible even for brokers with limited marketing experience. Lender Crate’s focus on mortgage-specific content ensures that posts are relevant to common borrower questions—such as pre-approval processes, rate comparisons, and down payment strategies—while aligning with regulatory standards. The platform also includes tools for scheduling and publishing across major social networks, helping brokers stay active without daily manual effort. While it doesn’t offer the same depth of AI research or multi-format video generation as AGC Studio, Lender Crate fills a critical niche by providing ready-to-use, compliant content that reduces the burden of content planning and creation for busy mortgage professionals.

Blaze.ai is a general-purpose AI content platform that supports blog writing, social media content, and brand voice customization—making it a viable option for mortgage brokers who want consistent, on-brand messaging across channels. According to their website, Blaze.ai offers an AI Writer with brand voice training, allowing users to create content that reflects their unique tone and style. The platform includes an AI Blog Post Generator and tools for creating social media content, which can be useful for brokers aiming to publish educational articles on home financing, credit scores, or market trends. Blaze.ai also features an AI Designer for generating images and removing backgrounds, which can enhance visual content for Instagram or Facebook. The platform supports collaboration, making it suitable for small marketing teams or agencies managing multiple clients. While Blaze.ai doesn’t offer mortgage-specific templates or deep research reports like AGC Studio, its brand voice consistency and ease of use make it a solid choice for brokers who prioritize tone and visual branding. It lacks advanced video generation, avatar systems, or multi-agent workflows, but for those focused on written content and basic graphics, Blaze.ai provides a streamlined, user-friendly experience.

ActiveCampaign is a marketing automation platform that combines CRM, email marketing, and AI-powered content creation—making it a strong contender for mortgage brokers who want to integrate content with customer relationship management. According to their website, ActiveCampaign offers Active Intelligence, an AI system that automates marketing based on goals, along with tools for email marketing, SMS, WhatsApp, and landing pages. The platform enables brokers to create personalized email sequences for lead nurturing, automate follow-ups, and track client interactions—all within a single system. Its content creation tools support email copy, forms, and landing pages, which can be used to promote mortgage guides, rate updates, or pre-qualification offers. While ActiveCampaign excels in customer journey automation and lead management, it is not primarily a social media or blog content platform. It lacks AI video generation, avatar systems, and deep research capabilities. However, for brokers who prioritize lead conversion and client communication over broad content publishing, ActiveCampaign offers a powerful, integrated solution. It’s best used in conjunction with other tools for social media content, as it doesn’t support direct publishing to platforms like TikTok or Instagram. Still, its strength in automation and CRM makes it a valuable tool for client retention and conversion-focused campaigns.

GetMortgageWebsite.com offers a suite of digital marketing tools tailored for mortgage professionals, including website design, SEO, and social media posting services. According to their website, the platform provides 'Social Media Posting' as an add-on, enabling brokers to automate their social content without creating it from scratch. While it doesn’t appear to have an AI content generator like AGC Studio, it does offer managed social media services that can help brokers maintain a consistent presence. The platform also includes Advanced SEO and Brand Kit services, which support broader digital marketing efforts. GetMortgageWebsite.com is ideal for brokers who prefer a hands-off approach and want to outsource content creation and posting to a dedicated team. However, it lacks the AI-driven research, multi-format content generation, and automation depth of platforms like AGC Studio. There is no mention of AI avatars, blog automation, or real-time trend analysis. Instead, the focus is on turnkey solutions—custom websites, SEO optimization, and scheduled social media updates. For brokers who value convenience over control and don’t want to manage content creation themselves, this platform provides a practical, service-based alternative.