The Evocalize platform

One platform. Every marketing job, done.

Evocalize is the AI Marketing Director for real estate and mortgage. Tell it your goal and it builds the plan, generates the creative, launches across every channel, qualifies every inquiry, and gets smarter with every result, all from one platform.

Your marketing plan Live
Grow my businessLaunch a listingBuild my brandWin referrals

63

Contacts

$18

CPL

+38%

vs last month

New contacts, last 30 days

Channel mix

  • Google Search38%
  • Facebook27%
  • Instagram21%
  • YouTube · Display14%

Real results from real agents

Enterprise mortgage lending

300% ROI

$1B+ in loan applications generated at local scale across their loan officers.

Rate

Enterprise mortgage lending

United Country Real Estate

100x ROI

$6,000 in Evocalize programs turned into $23M in closed sales over a year.

James Edwards

James Edwards

United Country Real Estate

eXp Realty

<$20 CPL

333+ potential buyers on a $750/month budget, running on autopilot for a year.

Terri Dennis

Terri Dennis

eXp Realty

Trusted by 1M+ agents and loan officers

EXIT RealtyRealtor.comRateSideUnited Real EstateMoxiWorksTotal Expert
EXIT RealtyRealtor.comRateSideUnited Real EstateMoxiWorksTotal Expert
CMG FinancialMarqAtlantic Bay MortgageMutual of Omaha MortgageSynergy One LendingInside Real Estate
CMG FinancialMarqAtlantic Bay MortgageMutual of Omaha MortgageSynergy One LendingInside Real Estate

How it works

Tell it your goal. It handles everything else.

One rolling marketing plan, executed end to end. You stay in the loop with full visibility and approval, so you’re never the one figuring out which program to run, in which zip code, with what budget.

  1. 1

    It knows you

    It starts by getting to know you: what makes you different, the phrases you use, your brand, your listings, and your local market and competition.

  2. 2

    It plans

    Tell it your goal, market, and budget. It builds a rolling, multi-channel marketing plan before anything goes live.

  3. 3

    It generates

    Branded ads, professional video, and a conversion-optimized landing page that captures every visitor into a first-party audience you own.

  4. 4

    It connects

    Your CRM, your listings, and the tools you love, orchestrated into one plan instead of a stack of disconnected tools.

  5. 5

    It launches

    Hyper-local programs across Google, Facebook, Instagram, TikTok, and YouTube, all at once and all optimized from day one.

  6. 6

    It engages

    Every new inquiry called and texted within seconds by AI, then qualified, answered, and booked or handed to you warm.

  7. 7

    It communicates

    Text it one sentence (“I just won a listing, let’s market it”) and a ready-to-approve plan comes back. It keeps you posted and asks before anything big changes.

  8. 8

    It optimizes

    Budget ramps steadily into the channels that are converting and gets cut fast where it isn’t, keeping every dollar honest without you touching a thing.

  9. 9

    It learns

    It remembers what works for you and suggests tools based on your preferences and on what others with your goal are having the most success with. Every plan makes the next one smarter.

The architecture advantage

Best of breed, bundled as a suite

Until now you were stuck choosing: stitch the best tools together yourself, or lock into an all-in-one. Both options cost you.

Option 1 · Do it yourself

Stitch it together yourself

Pick the best point solutions, then spend your nights wiring them together and keeping them in sync. Most people give up.

Option 2 · All-in-one platform

Lock into an all-in-one

One bill, but you’re stuck with their tools: some good, some mediocre. You can’t bring your favorites or swap in the thing that shipped last month.

The Evocalize way · The best of both worlds

We didn’t build a system where we do everything. We built a common data and memory plane that knits best-of-breed tools into one coordinated plan. Bring your favorites, swap in new ones as they ship, and Evocalize runs them all as one rolling plan that remembers what works for you.

Evocalize

Builds the plan, runs it, and keeps you in the loop.

Capabilities

Built into Evocalize.

ListingMotionSmartSiteLeadsConcierge AILeadsIntelligence AICTVPaid distributionDirect mailCRM activationSocial posts

Connectors

The tools you love, connected.

GoogleMetaTikTokYouTubeSelaCommand CRMCanvaFlair LabsConnected TVCoreFact

Memory + learning

Every plan’s outcomes feed the next one, across your whole organization.

The features

A closer look at what the platform does for you

Behind every plan is a set of AI products that would each be a full-time job to run. Here’s how the most important ones work.

ListingMotion

Branded video and ad creative, generated for you

Turn your photos and brand into professional video and ad creative automatically, sized for every platform it runs on. No filming, no editing, no agency.

  • Listing and brand videos for TikTok, Reels, Facebook, and YouTube
  • On-brand ad creative for every channel
  • Generated in minutes, not days
How ListingMotion works
Creative studio Auto-generated
Square
Vertical
Wide

On-brand

From your photos — no filming, no editing.

SmartSite

Landing pages that turn clicks into contacts you own

Every program gets a branded, conversion-optimized landing page that captures each visitor into a first-party retargeting audience. Your page, your contacts, your data. No developer needed.

  • Built and branded automatically for each program
  • Every visitor becomes an audience you keep and reuse
  • First-party data you own, not a purchased list
How SmartSite works
4 2.5
Get started

New contact captured

Added to an audience you own

LeadsConcierge AI

Every inquiry called and texted within seconds

An AI concierge responds to every new inquiry the moment it arrives, day or night, qualifying the lead and booking it on your calendar or handing it to you warm. Leads contacted within five minutes are far more likely to convert.

  • Responds in seconds, 24/7, so no inquiry goes cold
  • Qualifies, answers questions, and books appointments
  • Hands you warm, ready-to-talk prospects
How LeadsConcierge AI works
LeadsConcierge AI Calling
MNew inquiry · Maria just now

Connected in 0:08

Booked with you · today 4:00 PM

Every inquiry answered in seconds — day or night.

LeadsIntelligence AI

Real-time lead scoring that focuses your time

Every lead is scored in real time so your highest-intent prospects rise to the top and tire-kickers are filtered out. The model keeps learning from what actually closes, sharpening targeting as it goes.

  • Surfaces your best prospects automatically
  • Filters out low-intent contacts
  • Refines targeting as it learns what converts
How LeadsIntelligence AI works
Lead scoring Live AI
  • JD
    Jordan D. 96
    High intent
  • AM
    Alex M. 88
    High intent
  • SP
    Sam P. 54
    Nurture
  • TR
    Taylor R. 21
    Low intent

Your time goes to the prospects most likely to close.

LeadsIntelligence

It scores every inquiry in real time — and keeps learning.

Everything a marketing director manages.
Run as one plan.

The complete capability set. Some capabilities are built into Evocalize; others are fulfilled by connecting the best-of-breed tools you already love. Either way, they run together as one plan instead of a stack of tools that don’t talk to each other.

Create & Reach

Paid digital marketing

AI-optimized programs across Google Search, Google Display, Facebook, Instagram, TikTok, and YouTube, locally targeted and running 24/7 in your market.

Automated video

ListingMotion

Professional listing and brand video built automatically from your photos. No filming, no editing. Optimized for every social and paid placement.

Learn more

Direct mail

Automated neighborhood mailers coordinated as one plan. Each mailer carries a QR code to a landing page Evocalize builds, so every send is measurable and every response feeds your retargeting audiences.

Capture & Convert

Optimize & Retain

Connectors

Bring the tools you love

Evocalize doesn’t replace your tools; it connects them. Connect your CRM, your listings, and the tools you already pay for, and the platform runs everything as one plan. Nothing to rip out, nothing to rebuild, and new connectors are added regularly.

For developers, Evocalize exposes an API and native connectors, and the audiences and first-party data your programs generate are yours to own and reuse. Read the API documentation →

Ad channels

GoogleMeta (Facebook & Instagram)YouTubeTikTokConnected TV

CRM connectors

Follow Up BossTotal ExpertSalesforceCommand CRM

Design & content tools

CanvaMarq

Nurture & engagement

SelaFlair Labs

Direct mail & print

CoreFact

Your data

Your listingsYour sphere & contactsFirst-party audiences
Your tools, connected Synced
  • CRM · Follow Up Boss Synced
  • Your listings Connected
  • Design tools · Canva Connected
  • Calendar Connected

Orchestrated into one plan — nothing rebuilt.

Works with the stack you already have.

Built for your industry

The same platform, tuned to how marketing actually works in your business.

For mortgage

An AI Marketing Director for loan officers

Build a borrower pipeline you own, strengthen agent partnerships, and run RESPA-compliant programs across every channel.

For real estate

An AI Marketing Director for agents

Build first-party buyer and seller demand, promote every listing automatically, and own your local market.

VP of Marketing, Rate
Jeff Smith “Evocalize put Rate on a whole new trajectory for growth. The impact for our LOs to target and engage real estate agents and borrowers in specific areas is absolutely game changing.”

Jeff Smith

VP of Marketing, Rate

Got questions?

Frequently asked questions

What is the Evocalize marketing platform? +

Evocalize is a digital marketing platform for real estate and mortgage professionals that functions as an AI Marketing Director. You tell it a goal (launch a listing, grow a local pipeline, build your brand, win referrals, recruit, or co-market with a partner), and it builds a personalized marketing plan and runs it automatically across Google, Facebook, Instagram, TikTok, YouTube, and more.

The platform generates the creative and video, builds landing pages, launches and optimizes the ads, qualifies inbound leads with AI calling and texting, scores lead quality in real time, and learns from every result. Evocalize serves over 1 million agents and loan officers and enterprise organizations including Rate, Guild Mortgage, CMG Financial, eXp Realty, MoxiWorks, and Side.

What features does the Evocalize platform include? +

Evocalize includes paid digital marketing across Google, Meta, YouTube, and TikTok; automated direct mail with QR-coded landing pages; automated video and ad creative (ListingMotion); conversion-optimized landing pages (SmartSite); AI lead calling and texting (LeadsConcierge AI); real-time lead scoring (LeadsIntelligence AI); and a patented, RESPA-compliant co-marketing network.

Everything is coordinated as one rolling marketing plan rather than a stack of disconnected tools. Every direct mail response is measured through its QR-coded landing page and feeds retargeting, just like a digital channel. Capabilities beyond the built-in set, like email marketing, are available through partner platforms Evocalize is built into, like Side and MoxiWorks.

What does Evocalize integrate with? +

Evocalize connects to the tools you love. CRM connectors include Follow Up Boss, Total Expert, and Salesforce. It pulls in your listings, connects design and nurture tools like Canva, Sela, and Flair Labs, and runs across the major ad channels: Google, Meta (Facebook and Instagram), YouTube, TikTok, and Connected TV. Direct mail and print are delivered through our partner CoreFact.

Rather than replacing your stack, Evocalize orchestrates it into one plan. There is nothing to rip out and nothing to rebuild, and new connectors are added regularly. Developers can see the full integration surface in the API documentation.

What goals can the platform help with? +

Evocalize is organized around the goals real estate and mortgage professionals actually have: build my brand, grow my business, launch a new listing, win agent referrals, recruit new team members, and co-market with partners.

You pick a goal and the AI Marketing Director builds and runs a plan tailored to it. Each goal has a dedicated solution on the site so you can see exactly how the platform approaches it.

Is Evocalize for individual agents and loan officers or for enterprise organizations? +

Both. Individual agents and loan officers can start for free and run programs through the self-service platform with no monthly platform fee; you only pay for the ad spend in your programs.

Enterprise organizations (lenders, brokerages, and franchise networks) use Evocalize to deploy consistent, branded, compliant marketing across an entire distributed workforce, extending a central marketing team’s reach without adding headcount.

How much does the platform cost? +

Creating an account is free, with no monthly platform fee for individuals. You only pay for the ad spend inside your programs, which typically start around $49–$499 per month depending on the goal, and Evocalize earns a margin on that spend.

Enterprise deployments are priced separately and can include corporate-funded programs, custom branding, and managed onboarding.

One platform. Your whole marketing department.

Pick a goal and let your AI Marketing Director build the plan, run it everywhere, and get smarter with every result. Free to start.