Updated 2026-02-01

Best Email Marketing Tools for Mortgage Brokers

Stay connected with clients, generate referrals from realtors, and close more loans with the right email marketing platform.

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Running a mortgage business means building relationships with both clients and referral partners. You need to stay top of mind with past clients for refinancing, nurture leads through long approval processes, and maintain relationships with realtors. Email marketing helps you do this at scale without endless phone calls. But most email tools are not built for financial services. Here are 13 platforms that actually work for mortgage brokers, ranked by ease of use, automation features, and value for money.

Why Mortgage Brokers Need Email Marketing

Nurture Leads Through Long Cycles

Home buyers start looking months before they buy. Stay connected until they are ready to apply.

Generate Refinance Business

Rates change. Past clients need to hear from you when refinancing makes sense for their situation.

Build Realtor Relationships

Realtors refer loans. Regular communication keeps you their preferred lender.

Stay Compliant

Email provides a documented communication trail for compliance purposes.

13 Best Email Marketing Tools for Mortgage Brokers

Our Top Pick for Mortgage Brokers
#1
Sequenzy

AI-powered email marketing built for service businesses. Creates client sequences automatically.

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Best for
Mortgage brokers wanting automated client communication without complexity
Pricing
$29/month for 50,000 emails

Pros

  • AI writes refinance and rate update sequences
  • Simple interface any team member can use
  • Pay for emails sent, not contacts stored
  • Direct founder support

Cons

  • Launched in 2025, less track record
  • No built-in SMS
  • Fewer templates than established competitors
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#2
Mailchimp

The most popular email marketing platform. Solid features but can get expensive.

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Best for
Brokers wanting a well-known platform
Pricing
Free up to 500 contacts, then $13-350/month

Pros

  • Extensive templates
  • Many integrations
  • Strong deliverability
  • Good analytics

Cons

  • Gets expensive fast
  • Interface overwhelming
  • Support has declined
  • Not designed for financial services
See Full Comparison
#3
Constant Contact

Long-standing email platform popular with professional services.

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Best for
Brokers wanting simple email with phone support
Pricing
From $12/month for 500 contacts

Pros

  • Very easy to use
  • Excellent phone support
  • Event management
  • Social integration

Cons

  • Limited automation
  • Dated templates
  • Higher prices
  • Basic segmentation
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#4
ActiveCampaign

Powerful automation platform with a learning curve.

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Best for
Larger mortgage companies with marketing staff
Pricing
From $29/month for 1,000 contacts

Pros

  • Excellent automation
  • CRM included
  • Great deliverability
  • Detailed scoring

Cons

  • Steep learning curve
  • Overkill for solo brokers
  • Complex interface
  • Price jumps with features
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#5
Brevo

Formerly Sendinblue. Good value with transactional email included.

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Best for
Budget-conscious brokers needing email and SMS
Pricing
Free up to 300 emails/day, then from $25/month

Pros

  • SMS included
  • Generous free tier
  • Transactional included
  • Good automation

Cons

  • Daily limits on free
  • Support can be slow
  • Limited integrations
  • Branding on free tier
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#6
MailerLite

Clean, simple email marketing with good automation.

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Best for
Brokers wanting simplicity and affordability
Pricing
Free up to 1,000 subscribers, then from $10/month

Pros

  • Very affordable
  • Clean interface
  • Good landing pages
  • Generous free tier

Cons

  • Strict approval
  • Limited advanced features
  • Basic reporting
  • Financial services sometimes flagged
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#7
Drip

E-commerce focused. Not ideal for mortgage.

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Best for
Brokers with online product offerings
Pricing
From $39/month for 2,500 contacts

Pros

  • Strong automation
  • Revenue tracking
  • E-commerce features
  • Detailed analytics

Cons

  • Built for e-commerce
  • Expensive
  • Wrong focus for brokers
  • Learning curve
See Full Comparison
#8
GetResponse

All-in-one marketing platform with webinars and landing pages.

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Best for
Brokers running educational seminars
Pricing
From $19/month for 1,000 contacts

Pros

  • Webinar hosting
  • Landing page builder
  • Automation templates
  • Competitive pricing

Cons

  • Busy interface
  • Email editor could improve
  • Support varies
  • Features feel bolted on
See Full Comparison
#9
AWeber

One of the original email platforms. Simple and reliable.

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Best for
Brokers wanting no-frills reliability
Pricing
Free up to 500 subscribers, then from $15/month

Pros

  • Reliable deliverability
  • Simple to use
  • Good support
  • Long track record

Cons

  • Feels dated
  • Limited automation
  • Basic templates
  • Little innovation
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#10
ConvertKit

Built for creators. Not ideal for mortgage.

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Best for
Brokers who create educational content
Pricing
Free up to 1,000 subscribers, then from $29/month

Pros

  • Great for newsletters
  • Clean management
  • Tag-based automation
  • Creator features

Cons

  • Not for financial services
  • Limited design
  • No free landing pages
  • Wrong focus
See Full Comparison
#11
HubSpot

Enterprise marketing platform with email included.

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Best for
Large mortgage companies with marketing teams
Pricing
Free basic, paid from $50/month (realistically $200+)

Pros

  • Full CRM
  • Great for teams
  • Excellent reporting
  • Many integrations

Cons

  • Overkill for most brokers
  • Expensive
  • Complex setup
  • Ecosystem commitment
See Full Comparison
#12
Moosend

Budget email marketing with solid features.

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Best for
Very price-conscious brokers
Pricing
From $9/month for 500 subscribers

Pros

  • Very affordable
  • Good automation
  • Responsive support
  • Landing pages

Cons

  • Less known
  • Limited integrations
  • Smaller templates
  • Fewer features
See Full Comparison
#13
Campaign Monitor

Professional email marketing with beautiful templates.

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Best for
Brokers prioritizing professional email design
Pricing
From $9/month for 500 contacts

Pros

  • Beautiful templates
  • Professional emails
  • Reliable delivery
  • Link review

Cons

  • Contact-based pricing
  • Limited automation
  • Gets expensive
  • Not mortgage-specific
See Full Comparison

Feature Comparison

FeatureSequenzyMailchimpConstant ContactActiveCampaign
Rate update sequences
Refinance campaigns
Basic
AI content generation
Drag-and-drop editor
Automation workflows
Basic
SMS marketing
Free tier available

Email Sequences Every Mortgage Broker Needs

These are the essential automated email sequences that will help you grow your business and keep clients coming back.

New Client Welcome

Trigger: When loan closes

Welcome new homeowners and build the relationship for future business.

Day 1
Congratulations on your new home, {{first_name}}!

Celebrate their purchase. Thank them for choosing you.

Day 7
Settling into your new home?

Check in on their move. Helpful tips for new homeowners.

Day 30
One month in your new home

Ask for feedback. Plant seeds for referrals.

Refinance Watch Sequence

Trigger: Based on rate changes

Alert past clients when refinancing might make sense.

When rates drop
Rates are down. Time to look at refinancing?

Explain current rate environment. Offer free analysis.

Day 7
What refinancing could save you

Personalized savings estimate. Easy next steps.

Day 14
Questions about refinancing?

Address common concerns. Offer to chat.

Realtor Partner Nurturing

Trigger: Monthly for realtor partners

Stay top of mind with your referral network.

Monthly
Market update for your clients

Share rate trends and market insights they can share.

Quarterly
How can I help your buyers this quarter?

Reinforce partnership. Offer to meet.

First-Time Buyer Education

Trigger: When lead shows first-time buyer interest

Guide first-time buyers through the mortgage process.

Day 0
Your guide to buying your first home

Overview of the mortgage process. Set expectations.

Day 3
Getting pre-approved: What you need

Documents needed. How pre-approval helps.

Day 7
Understanding your mortgage options

Loan types explained simply. FHA, VA, conventional.

Day 14
Ready to take the next step?

Invitation to apply or schedule a call.

Create These Sequences with AI

How to Choose the Right Email Tool

The best email marketing tool depends on your situation:

Business size matters. Solo brokers can use simpler tools. Larger companies need platforms with more organization and team features.

Referral focus. If realtor relationships are key, prioritize tools that make partner communication easy.

Budget is real. Calculate cost at your expected list size, not starting prices.

What Actually Works for Mortgage Brokers

After talking to many mortgage professionals about email marketing:

Rate alerts drive engagement. When rates change, past clients want to hear from you. Timely communication about refinancing opportunities gets attention.

Realtor relationships need nurturing. Regular market updates help realtors and keep you top of mind for referrals.

Education converts leads. First-time buyers need guidance. Helpful content builds trust before they apply.

Getting Started

Pick a tool from this list. Then:

  1. Import your client and referral partner list
  2. Set up a monthly market update newsletter
  3. Create a new client welcome sequence
  4. Build a refinance alert automation

Start simple and expand later.

Frequently Asked Questions

Monthly market updates work well for your general list. More frequent during rate changes or for active leads. Avoid overwhelming contacts but stay consistently connected.

Market updates, rate changes, and homeowner tips. Educational content about the buying process works well for leads. Keep it helpful rather than salesy.

Monthly market updates with information they can share with clients. Occasional check-ins about how you can help. Make them look good to their buyers.

Email for the initial alert and education. Phone for qualified leads who show interest. Email warms them up before your call.

Capture emails from every inquiry. Offer valuable resources like homebuyer guides. Ask realtors to share your content. Partner with other professionals.

Open rate (aim for 25%+), click rate (2-5%), and most importantly, applications and closings that result from email.

Keep marketing separate from required disclosures. Have compliance review templates. Document your communication. Follow all RESPA guidelines.

Yes, to clients who opted in for marketing. Be thoughtful about frequency. Provide real value rather than just promotions.

Specific and helpful work best. Examples: 'Rates dropped this week' or 'Your refinance could save $X monthly' perform well.

Educational drip sequences about the buying process. Monthly market updates to stay connected. They will reach out when ready if you stay helpful.

Ready to grow your mortgage broker practice?

Start your free trial today. Set up your first email sequence in minutes with AI-powered content generation.

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Sequenzy - Complete Pricing Guide

Pricing Model

Sequenzy uses subscriber-based pricing. You only pay for subscribers active in sequences (automations). Inactive subscribers are free to store.

All Pricing Tiers

  • 0-100 subscribers: Free (Free annually) - 2k emails/month
  • 101-1,000 subscribers: $19/month ($205/year annually) - 15k emails/month
  • 1,001-5,000 subscribers: $29/month ($313/year annually) - 60k emails/month
  • 5,001-10,000 subscribers: $49/month ($529/year annually) - 120k emails/month
  • 10,001-25,000 subscribers: $99/month ($1069/year annually) - 300k emails/month
  • 25,001-50,000 subscribers: $199/month ($2149/year annually) - 600k emails/month
  • 50,001-100,000 subscribers: $349/month ($3769/year annually) - 1.2M emails/month
  • 100,000+ subscribers: Custom pricing (Custom annually) - Unlimited emails/month

Yearly billing: All plans offer a 10% discount when billed annually.

Free Plan Features (0-100 subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations
  • Full REST API access
  • Custom sending domain

Paid Plan Features (1,000 - 100,000 subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations (Stripe, Paddle, Lemon Squeezy)
  • Full REST API access
  • Custom sending domain

Enterprise Plan Features (100,000+ subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations
  • Full REST API access
  • Custom sending domain

Important Pricing Notes

  • You only pay for subscribers who are active in automations/sequences
  • Storing inactive subscribers is free
  • No hidden fees - all features included in the price
  • No credit card required for free tier

Contact

  • Pricing Page: https://sequenzy.com/pricing
  • Sales: hello@sequenzy.com