Meet your AI Marketing Director
for real estate and mortgage

Evocalize is a digital marketing platform for real estate and mortgage professionals that functions as an AI Marketing Director.

The platform takes a real estate agent’s or loan officer’s goal (launching a listing, growing a local pipeline, building a brand, or recruiting new team members), builds a rolling, personalized marketing plan rather than a one-off campaign, and executes it automatically across paid search, social media, video, landing pages, and more. Evocalize serves over 1 million real estate agents and loan officers, and enterprise organizations including Rate, Guild Mortgage, CMG Financial, eXp Realty, and MoxiWorks.

An AI Marketing Director is a system that performs the full range of tasks a human marketing director would handle, automatically and at scale, for real estate agents and loan officers.

This means taking a specific goal, creating a rolling, multi-channel marketing plan, executing across Google, Meta, video platforms, and other touchpoints, qualifying inbound leads through AI calling and texting, retargeting visitors, and learning from results to improve future performance. A human marketing director costs $130,000 or more per year and cannot scale across thousands of agents or LOs. An AI Marketing Director does all of this automatically, for every agent or loan officer on the platform simultaneously.

Lead portals like Zillow and Realtor.com sell the same lead to multiple agents or loan officers simultaneously. You are competing from the moment the lead arrives.

Evocalize generates first-party demand exclusively for the agent or loan officer running the program. You also build an audience over time: retargeting pools, local brand recognition, and market visibility that compound in value the longer you use the platform. A purchased lead is yours, but it is only a name, and the flow stops the moment you stop paying. Demand built through Evocalize keeps compounding and belongs to you.

Evocalize is built for both individual real estate agents, loan officers, and enterprise organizations.

Individual real estate agents and loan officers can start for free and run marketing plans independently through the self-service platform. Enterprise organizations (mortgage lenders, brokerages, and franchise networks) use Evocalize to deploy consistent, branded, compliant marketing across their entire distributed workforce. For enterprise, Evocalize extends the reach of a central marketing team without adding headcount. Current enterprise clients include Rate, Guild Mortgage, CMG Financial, eXp Realty, MoxiWorks, and Side.

Most marketing programs start producing pipeline within the first few weeks. Compounding growth (stronger targeting, improved AI optimization, and deeper brand recognition in your local market) typically builds over 6 to 12 months.

Evocalize is designed for real estate agents and loan officers building a long-term pipeline, not short-term lead buying. The platform’s AI learns from every result and continuously improves targeting and performance over time, which means a program running for six months will significantly outperform the same program in its first week. Agents and LOs who treat Evocalize as a growth engine rather than a lead source consistently see the highest ROI.

Evocalize runs paid digital programs across Google Search, Google Display, Facebook, Instagram, TikTok, and YouTube, plus automated direct mail, all coordinated as one marketing plan.

The platform also generates automated listing and brand videos (ListingMotion), builds branded landing pages (SmartSite), qualifies inbound leads through AI calling and texting (LeadsConcierge AI), scores lead quality in real time (LeadsIntelligence AI), enables RESPA-compliant co-marketing between agents and loan officers, and integrates with CRMs including Follow Up Boss, Total Expert, and Salesforce. Direct mail runs through the same plan: each mailer carries a QR code to a SmartSite landing page, so responses are measured and feed your retargeting audiences. Email marketing is available through partner platforms Evocalize is built into, like Side and MoxiWorks, which include it natively.

Yes. Evocalize’s co-marketing capability is a patented, RESPA-compliant digital co-marketing network for real estate and mortgage.

Real estate agents and loan officers can co-brand programs, split costs 50/50, and receive leads simultaneously, with compliance requirements built into every step of the process. The co-marketing capability is protected by U.S. Patent US12061626B2 (Techniques for managing a collaborative data management and delivery platform).