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Mortgage360
Social media

Your agents will post anyway. Decide what goes out.

Every agent markets themselves whether or not the brokerage provides the tools. The only real question is whether what goes out carries the right disclosures and looks like your firm — or gets improvised in a design app at eleven at night.

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Approval rules per agent: free rein, review-first, or brokerage-published only.

Content calendar · this week
Mon
Rate update
M. Bell — draft
Tue
FTHB tip
Wed
Client story
Approved
Thu
Renewal reminder
Fri
Market recap
The short answer

How should a mortgage brokerage manage agents' social media?

With templates and an approval rule rather than a policy document nobody reads. Give agents on-brand content they can publish in seconds, set how much review each person needs, and keep the licensing disclosure attached to the template so it cannot be forgotten. Blocking agents from posting does not work; making the compliant path the fastest one does.

  • Schedule across every agent's connected accounts from one calendar.
  • Approval rules per agent — free rein, review-first, or brokerage-published only.
  • Templates carry licensing disclosures automatically.
  • Brokerage-published content agents can share to their own accounts in one tap.
  • Performance visible by agent, channel and campaign.
  • Leads from social land in the CRM attributed to the post that produced them.
One calendar
Whole brokerage
Every agent, every channel.
Per agent
Approval rules
Trust the ones who have earned it.
Attached
Disclosures
On the template, not on a memo.
Attributed
Social leads
Back to the post that produced them.
Approval

Control without becoming the bottleneck

Brokerages that require sign-off on every post end up as the reason nothing gets posted. Per-agent approval settings let a proven agent publish immediately while a new one is reviewed, so oversight scales with trust rather than applying uniformly to everybody.

  • Three modes: publish freely, submit for review, or brokerage-published only.
  • Reviews queue in one place with approve, edit or reject.
  • Approved content is logged, so there is a record of what went out.
  • Escalation if a review sits unactioned past your standard.
  • Change an agent's mode as they establish a track record.
Content

Give them something worth posting

The reason agents post low-quality content is rarely preference — it is that producing good content weekly is a job. A brokerage library of rate updates, market notes and educational posts means the on-brand option is also the easy one.

  • Brokerage template library agents personalise rather than build.
  • Rate and market content that updates from live data.
  • Calculators and rate boards embedded as shareable posts.
  • Licensing and disclosure chrome applied automatically.
  • Agents add their own photo, branding and voice on top.
Attribution

Know which posts actually produced a client

Social media reporting usually stops at impressions, which tells you nothing about whether it was worth doing. When a lead arriving from a post lands in the CRM tagged to that post, you can follow it all the way to a funded deal.

  • Leads captured from social land in the CRM with the source attached.
  • Follow the attribution through to funded volume, not just to a form fill.
  • Compare performance by agent, channel and content type.
  • See which templates convert and retire the ones that do not.
  • Consent captured at the point of enquiry, so follow-up is compliant.
Social · last 30 days
Posts published
184
Across 47 agents
Leads captured
62
Attributed to a post
Booked
19
30.6% of leads
Funded volume
$4.2M
Traced to social
See it on your own pipeline

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Questions

Frequently asked

Which social networks are supported?

The major channels agents actually use for mortgage marketing. Accounts are connected per agent, so each person publishes under their own identity rather than everything coming from a single brokerage handle.

Can agents still post on their own without going through this?

Of course — you cannot technically prevent someone posting from their phone, and pretending otherwise is how compliance policies lose credibility. What this does is make the compliant, on-brand route faster than the improvised one.

How do licensing disclosures work?

They are attached to the template rather than left to the agent to remember, so content published through the platform carries the required disclosure by default. You configure the wording once for your brokerage.

Do leads from social go into the CRM automatically?

Yes, with the originating post recorded as the source and consent captured at the point of enquiry, so follow-up starts on a compliant footing and attribution survives all the way to funding.

Keep reading

The CRM

Where social leads land and get worked.

For brokerages

Brand control across an agent roster.

Agent websites

Where the social traffic should be landing.

Automations

Follow up on a social lead within minutes.

Ready when you are

See a month of content planned in ten minutes

Bring your brand guidelines and we will build the calendar on the call.

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