YOUR CONTENT DESK / MONTH 01

Checking online storage…

Import backup

MAKE YOUR NEXT CONNECTION

Your marketing, your way.

Choose a loan type, find the right format, and make it sound like you.

LOAN CATEGORIES8

CONTENT PIECES

YOUR SAVED DRAFTS0

Loan categoryContent formatSearch content

Campaign coverage varies: Purchase has a full first-month text kit; other categories contain starter content. Each result shows the formats available. Personalize required disclosures and obtain company approval before use. Email drafts need your approved sender address and unsubscribe controls. Follow-ups are for existing conversations where contact is permitted.

YOUR NEXT MONTH, IN YOUR VOICE

AI Campaign Builder

Choose your audience and goal. Review the generated drafts, make them yours, then add the pieces you want to your calendar.

Build your campaign

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Loan type Campaign length Audience Tone Start date Market / location · optional

Campaign goal Your brand voice · optional Product notes and topics · optional

Add realtor emails Add follow-up messages

Uses your saved brand. Pricing, eligibility claims, disclosures, and all generated content need your company’s review. Nothing is posted or sent automatically.

HOW IT WORKS

A plan you can make your own.

Choose a loan type, audience, and goal.
Generate coordinated posts, scripts, and emails.
Select your pieces and review every draft.
Customize a design and export your images.

The graphics studio has six layouts, three sizes, typography controls, and carousel exports. Use your own photos or generate a background when AI creation is connected.

YOUR CAMPAIGN DRAFT

Dates are suggestions based on your start date. Scheduled items use your saved timezone and 9:00 a.m.; edit them in My Calendar.

SET IT ONCE. MAKE IT YOURS.

My Brand

Your saved details appear in previews and exports. Do not add borrower information here.

Loan officer nameCompany namePhoneApproved websiteLO NMLS IDCompany NMLS IDPrimary colorAccent color

Required company disclosuresCompany logo · PNG or JPG, up to 2 MB

Logo is resized for previews. Review disclosure placement and legibility before publishing.

Your brand preview

READY WHEN YOU ARE

Saved Content

Return to customized drafts, download them, or add them to your calendar. Saved drafts are not posted automatically.

GIVE YOUR CONTENT A PLACE

My Calendar

A simple four-week plan. Dates and channels are suggestions; you publish through your own tools.

Calendar alerts work through your calendar app after import. They are separate from the email service, which is not connected yet.

PLAN YOUR NEXT POST

Campaign reminders

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Save your workspace online first. Emails go only to your signed-in account’s address. Reminder delivery starts only after the owner tests the email connection, activates the background schedule, and you opt in below.

Enable automatic email reminders for my account

Reminder emailTimezoneMorning reminder preferenceMorning reminder timeWeekly planning email preferenceWeekly planning dayWeekly email timeImported calendar alert

Changing the timezone reinterprets posting times in the chosen zone. Re-export calendar alerts after any schedule or preference changes.

Reminder previews

Preview only. These messages are not sent.