For Mortgage Brokers

Monthly Newsletters
for Mortgage Brokers

Your past clients are refinancing with someone else.A monthly newsletter keeps you top-of-mind with every borrower.

Stay connected with past borrowers

A useful monthly newsletter can create a regular touchpoint with the audience you serve.

Stay visible

A useful monthly newsletter can support regular contact with past borrowers and referral partners.

Keep control

Starter and Founding Growth keep sending in your hands; Autopilot adds plan-specific sending and list help.

Confirm the scope

Confirm content, review, delivery, and provider details before service begins.

Built for brokers

A regular borrower touchpoint

A monthly newsletter can provide a consistent way to stay in contact with your audience.

Broker-branded presentation

Starter is one custom-branded newsletter each month, and Founding Growth is two; both are delivered ready for your own platform.

Plan-specific sending

Autopilot adds sending and list help, analytics, a sign-up page, and social graphics.

Clear review and delivery

The monthly scope, review process, provider, and delivery details are confirmed before service begins.

Contact-required extensions

Additional audiences, content requirements, and provider arrangements need a specific agreed scope.

How it works

1

Share your brand

Tell us about the brand and audience you want the newsletter to represent.

2

Confirm the monthly scope

We confirm the selected plan, content inputs, review process, and delivery arrangement.

3

Send with the right plan

Starter gives you one client-send edition each month; Founding Growth gives you two. Autopilot adds sending and list help, analytics, a sign-up page, and social graphics.

Know what each plan covers

Starter gives you a custom-branded newsletter ready for your own platform. Autopilot adds sending and list help, analytics, a custom sign-up page, and social graphics.

Customer endorsements, ratings, and case-study results are not shown here until their source and permission are verified.

How AgentReach Compares

Compare the responsibilities and monthly scope before choosing a plan.

Swipe to compare

FeatureAgentReachMailchimp (DIY)Traditional Agency
Monthly newsletterCustom-brandedYou create itVaries by provider
Sending responsibilityStarter: you send; Autopilot: sending helpYou sendVaries by provider
Review stepPlan-specific review before sendingYou manage itVaries by provider
Custom brandingFull, your colors, voice, headshotBasic templatesTemplate-based
Autopilot additionsSending/list help, analytics, sign-up page, social graphicsDepends on toolsVaries by provider
Starting monthly priceStarter $49; Autopilot $199Provider-specificProvider-specific

Starter

We design it. You send it.

$49/moUSD

One newsletter each month

Best for

Agents with a CRM or email platform they already use.

  • One custom-branded monthly newsletter
  • Newsletter design for your brand
  • Delivered ready for you to send

Autopilot

Most hands-off

Newsletter design plus sending and list help.

$199/moUSD

One newsletter each month

Best for

Agents who want sending and list help included.

Everything in Starter, plus:
  • Newsletter design plus sending help
  • List help and analytics
  • Custom subscriber sign-up page
  • Social media graphics

Review and approve every edition before delivery.

Common questions

How do newsletters help mortgage brokers generate refinance leads?

A monthly newsletter can support regular contact with past borrowers. AgentReach does not publish a blanket lead, referral, or revenue result.

What kind of content do you include for brokers?

The exact content inputs and editorial scope are confirmed before service begins.

Can you include rate updates and equity data?

Contact AgentReach to confirm whether and how a rate or equity item fits the agreed monthly scope.

How does this differ from my CRM drip campaigns?

Starter and Founding Growth are delivered ready for your own platform. Contact AgentReach to confirm compatibility and the delivery arrangement for your workflow.

Do you work with mortgage brokers?

AgentReach’s public offer is a productized monthly newsletter service for mortgage brokers. Confirm the applicable provider, content, and delivery arrangement before service begins.

What open rates should I expect?

Open rates depend on your list, sending platform, content, and measurement method. AgentReach does not publish a blanket performance benchmark.

Can you also create a newsletter for my realtor partners?

Additional audiences are contact-required capabilities. Contact AgentReach to confirm the applicable scope, branding, review, and delivery details.