CREATE Marketing

For independent mortgage brokers

More real home-loan conversations. Fewer leads that go nowhere.

The AI Ads Growth System runs online ads for your independent mortgage brokerage, then an AI voice assistant calls each new lead within minutes, so you spend your time on people who are actually looking for a home loan.

See a preview

How we'd reactivate unused leads in your database.

Prefer to type? Request a strategy call.

Your week

Illustrative example

Illustration of a week calendar. A new lead lands on a Tuesday morning slot, a note says an AI call was placed within minutes, and a follow-up conversation is held on Thursday.

A form left unanswered becomes a call already made, and a name in a list becomes a time on the calendar.

Live preview

Try how we'd reactivate unused leads in your database.

This is the real Database Reactivation chat. Reply to it the way one of your old leads might, see the labelled demo, then leave your name, brokerage and contact details. The chat sends you a link to pick a time.

Ads that find borrowers.A voice that calls them back in minutes.

The result you are aiming for

A steadier flow of people who are really looking for a home loan.

Typical goals, not promises. Results depend on your market, your offer, and your follow-up.

Goal

Minutes

from a new enquiry to the first call

Goal

Every lead

gets a call, at the start of a busy day or after the office has closed

Goal

1 system

for ads and follow-up, so enquiries are not left waiting in an inbox

Goal

Fewer wasted

leads, with more of your day spent on genuine borrowers

The problem

The lead came in. Nobody called in time.

Independent brokerages put real money into online ads, then leads arrive while the team is with clients, on another call, or off for the night. By the time someone rings back, the borrower has moved on.

The leads that do get a call are often not serious about a home loan, so hours go into conversations that were never going to turn into one.

  • Leads arrive while the team is with clients
  • Or while someone is on another call
  • Or when the office is off for the night

The ads are not always the problem. The gap between the enquiry and the first call usually is.

Before and after

Drag to see what changes.

Pick a part of your day, then slide between how it often goes now and how it can go with the AI Ads Growth System.

After

Called within minutes

Every new lead gets a call

Focus on people really looking

Ads and calls run as one system

Before

Sits in an inbox

Called when there is time

A mix of everyone

Hard to tell what paid off

Drag the handle, or focus it and use the arrow keys.

Before

A lead fills in a form

The enquiry sits in an inbox until someone on your small team has a free moment.

After

A lead fills in a form

The AI voice assistant calls them within minutes, while they are still thinking about the loan.

What you get

The AI Ads Growth System

CREATE Marketing runs online ads for your independent mortgage brokerage, and an AI voice assistant calls each new lead within minutes.

Online ads for mortgage brokerages

Ad campaigns built to bring home-loan enquiries to your independent brokerage, run by CREATE Marketing.

AI voice lead calls

An AI voice assistant that phones each new enquiry within minutes of it coming in.

Lead filtering for borrowers who are really looking

The first call helps separate people actively looking for a home loan from casual enquiries, so there are fewer wasted leads.

One system for ads and follow-up

The ads and the first call are designed to work together, so enquiries are not left waiting in an inbox.

How it works

Three steps, from ad to conversation.

  1. 1

    We set up your ads

    We run online ads aimed at people looking for a home loan with your independent mortgage brokerage.

  2. 2

    The AI voice assistant calls each new lead

    When someone enquires, the assistant phones them within minutes and starts the conversation.

  3. 3

    You talk to the people worth your time

    You spend your day on people who are really looking for a home loan, not on chasing cold enquiries.

Also from CREATE Marketing

AI Database Reactivation for Mortgage Brokers

We wake up your old leads and past clients with an AI assistant that texts and calls them, finds who is ready to buy or refinance now, and books them on your calendar. You only work warm conversations.

  • 1Your CRM, old leads and past borrowers loaded and cleaned up
  • 2AI text and voice follow-up campaigns, like rate-drop refi, “still looking?”, and anniversary check-ins
  • 3Replies answered day and night, with booked calls placed on the loan officer's calendar
  • 4A weekly report on how many people re-engaged, how many calls got booked, and which deals are in the pipeline
See a preview

Wake-up campaigns

Illustrative example

Hi Dana, rates have moved since your loan closed. Want us to check whether refinancing could help?

Yes, actually. Can someone call me?

Of course. Would Thursday morning or Friday afternoon suit you?

Thursday morning.

Call booked on the loan officer's calendar

Hi Sam, you asked about a home loan a while back. Are you still looking?

Still looking, yes. We found a few places we like.

Great. Would a quick call with a loan officer help you see where you stand?

That would be great.

Warm conversation, ready for the loan officer

Hi Priya, it has been a year since your home loan closed. How is the house?

Loving it! We are thinking about a second property, actually.

That is great news. Would you like a call to talk through your options?

Yes please.

Past client, new opportunity for the loan officer

Sample messages to show the idea. Real campaigns are written with you and sent only to contacts who have opted in or done business with you.

Start with a sprint. Keep going with the system.

  1. Start here

    Reactivation sprint

    $1,500 one time, 30 days

    Want to see it on a list like yours first? Try the demo or book a coffee date.

    Your old leads and past borrowers loaded, cleaned up, and followed up with AI text and voice campaigns.

  2. Next tier

    AI Ads Growth System

    $1,500 a month

    Ongoing nurture plus new-lead ads, with an AI voice assistant calling each new lead within minutes. See what is included

  3. Add-on after that

    Referral-partner outreach

    Add-on

    Outreach to the realtors, builders and advisors who can send you borrowers.

Prices are our suggested starting point. We confirm them on the strategy call.

A confirmed result

9x

lift in marketing-sourced sales for Cool Roofs. That is a result from another industry, not a promise for your brokerage.

Consent comes first

Built for contacts who have opted in or done business with you.

Mortgage outreach falls under TCPA consent rules for texts and calls, plus RESPA. We walk through what that means for your brokerage on the strategy call.

Credibility

Straight talk first. Client words next.

Goals, not guarantees

The aim is a steadier flow of people who are really looking for a home loan and fewer wasted leads. We do not promise every lead becomes a client.

Built around your market

Results depend on your market, your offer, and your follow-up, so the strategy call starts with how your brokerage works today.

Pricing confirmed on the call

We confirm pricing once we know what your brokerage needs.

What our clients say

Client experiences from other industries. These testimonials do not represent mortgage-brokerage results.

Result

A March 2025 Meta sales campaign hit a 27.30 Purchase ROAS. In the next window on those same campaigns (March 24–April 22, 2025), they drove 271 purchases and $37,541.99 in purchase conversion value.

Blank HouseEcommerce
Result

Marketing-sourced sales went from $113K in the 12 months before the engagement to $1.04M in year 3 — a 9x lift. The most recent 12 months are at $1.22M.

Colt MonclaCool Roofs (Roofing)
Result

On a $1,000 Meta lead-campaign budget, documented review months produced 39, 43, and 41 Facebook leads. In the first contacts cycle (July 22–August 1), 74 contacts came in at a $0.90 CPA on $754.90 spend.

Iyer PLLCFamily & Immigration Law

“CREATE was able to quickly increase my online visibility helping me get more positive Google Reviews and search position.”

Dr. Wally TaylorFounder of Texas Integrative Medicine

FAQ

Questions brokers ask

Who is the AI Ads Growth System for?
It is built for independent mortgage brokers who run, or want to run, online ads to find home-loan borrowers.
What does the AI voice assistant actually do?
It phones each new lead within minutes of their enquiry and starts the conversation, so the person hears from your brokerage while the loan is still on their mind.
Will every lead turn into a client?
No. The aim is a steadier flow of people who are really looking for a home loan and fewer wasted leads. Results depend on your market, your offer, and your follow-up.
How do I get started?
Start with the preview chat, or request a strategy call with the form in the contact section below. We will talk about your brokerage, your current ads, and how leads are handled today.
What is AI Database Reactivation?
We load and clean up your old leads and past borrowers, then an AI assistant texts and calls them, finds who is ready to buy or refinance now, and books them on your calendar. You only work warm conversations.
Is it okay to text and call old contacts?
Outreach is for contacts who have opted in or done business with you. Mortgage outreach falls under TCPA consent rules for texts and calls, plus RESPA, so we talk through what that means for your brokerage on the strategy call.
What does it cost?
Our suggested starting point for Database Reactivation is a one-time sprint at $1,500 for 30 days, then $1,500 a month for the AI Ads Growth System. We confirm pricing on the strategy call, once we know what your brokerage needs.

Let's look at what happens to your leads today.

Prefer to type? Leave your details and we will show you a time to talk through how the AI Ads Growth System or AI Database Reactivation could fit your brokerage.

  • We talk about your brokerage
  • We look at your current ads
  • We see how leads are handled today

Please add an email, a phone number, or both.

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