Get More Clients and Close More Mortgages. With Ease and on Autopilot.
The world of mortgages is built on trust, long-term relationships, and flawless communication. Every client represents a unique story and a complex process that demands your full attention—from the first contact to the final contract signing. Staying organized, remaining constantly in touch, and seeking new opportunities simultaneously is demanding.
This is where Incomaker comes in—a marketing automation platform designed to understand the specifics of your business. Forget about manually sending emails and lost opportunities. We'll give you tools that work for you, so you can focus on what matters most—your clients.
How Does Incomaker Understand the World of Mortgage Brokers?
Intelligent Lead Nurturing
Your sales cycle is long. Several months may pass from a client's initial interest to closing the deal. Incomaker lets you make the most of this time.
Automated Campaigns
Set up a series of emails that are automatically sent to every new contact. Provide them with valuable information about the mortgage process, answer frequently asked questions, or introduce them to your success stories. Keep them "warm" without spending a single minute of your time.
Lead Scoring
The system automatically evaluates which contact is the most active and closest to making a decision. You'll know exactly who to call first.
Interest-Based Segmentation
Approach a first-time homebuyer differently from someone interested in refinancing. With advanced segmentation, you always deliver relevant information, dramatically boosting your success rate.
Flawless and Personal Communication at
Every Stage
Trust is built through consistent and professional communication. Incomaker ensures you never forget anyone and every message feels personal.
Maximum Personalization
Address clients by name, automatically send birthday greetings or mortgage anniversary wishes. Small details build big relationships.
SMS and Messenger Notifications
Need to quickly remind a client about a meeting or document submission? Use automatic SMS messages for key moments in the process.
AI Content Assistant
Unsure about the style of an email? Our artificial intelligence will help you craft professional copy, suggest a compelling subject line, or convert the text into a more formal tone.
Professional Presentation That
Sells
Acquire new contacts more effectively with professional tools for your website.
Landing Pages (Microsites)
Create an attractive page for a specific offer yourself in just minutes—for example, "Mortgages for Young People" or "A Refinancing Guide." Generate high-quality contacts this way.
Smart Pop-Up Forms
Turn your website visitors into real contacts. Offer them a "Mortgage Calculator" or "Checklist of Required Documents" in exchange for their email.
Website Personalization
Show returning clients content that's relevant to what they browsed on your site previously.
Selected Incomaker Features Ideal for Mortgage Brokers
With Incomaker, you get the tools to manage this area easily and reach customers at the right time.
Email Marketing
Full automation, follow-up emails, smart campaigns, A/B testing, and content personalization.
CRM and Segmentation
Contact management, lead scoring, segmentation by website behavior and expressed interest, and CLV (Customer Lifetime Value) to identify your most valuable clients.
SMS and Messengers
Automatic and transactional SMS, event-triggered alerts (Trigger SMS).
Web Elements
Drag & drop editor for landing pages and pop-ups, with targeting based on visitor behavior.
Artificial Intelligence (AI)
Email subject line generation, proofreading, and text editing to ensure maximum professionalism.
Data and Integrations
Connection with your website, calendar, and other systems via API and Webhooks.
We guarantee a positive return on investment (ROI)!
We're confident you'll grow with Incomaker. That's why we guarantee that your campaigns through Incomaker will deliver a net positive return within 6–8 weeks at the latest.
