Multi-location marketing platform Evocalize has launched a new co-marketing program for real estate and mortgage brands. Known as the Housing Digital Co-Marketing Network, it helps retail loan officers and real estate agents join forces to multiply potency and share digital marketing costs.
The patented co-marketing network model comes at a time when real estate agents and loan officers need a boost. The interactions and dealings between these entities fuel the housing market, says Evocalize, but vertical consolidation and other macro factors have raised barriers against them.
“Make no mistake: AI has enabled a battle for the top of the funnel—the customer connection—between local real estate and mortgage professionals and the rapidly consolidating national players in the housing industry,” Evocalize CEO Matthew Marx told Localogy Insider.
“The heartbeat of the industry has always been the trusted, local relationship between agents and loan officers,” Marx continued. “But for too long, collaborating on digital marketing has simply been difficult—regulatory and compliance requirements make it challenging for even the best local pros. As portals and consolidation threaten to disintermediate unaffiliated local pros, we’re removing those barriers. Because, when agents and their mortgage partners work together, they simplify the process for home buyers—and they win.”
Will AI Elevate or Eviscerate? A Conversation with Evocalize
Human Connection
All the above is built around a series of tools that help real estate agents and loan officers find each other, structure joint digital marketing collaborations, and then execute. This includes RESPA and TCPA-compliant automation functions to activate multi-channel campaigns across Google, Meta, and others.
“Our patented, AI-powered co-marketing network lets agents and LOs discover each other and join forces—launching compliant, turnkey, multi-channel marketing programs in just a few clicks,” said Marx. “With built-in 50/50 spend splits, pre-approved Blueprints, and TCPA guardrails, we deliver enterprise-grade lead gen and double performance, while keeping the human connection at the center.”
Altogether, capabilities include
- Patented, automated collaboration between agents and LOs at local scale
- Built-in compliance guardrails, including:
- Mandatory 50/50 spend splits
- Pre-approved Blueprints that control message and tactic execution
- TCPA-compliant consent tools
- Balanced marketing value and cost distribution
- Local-to-local advantage: Enables grassroots collaboration that scales, counterbalancing top-down efforts from Rocket/Redfin, Zillow, and Lower/Movoto
AI-First World
The co-marketing network model makes sense on paper, but it’s also proving itself in practice. Evocalize tells Localogy Insider that early adopters like Synergy One Lending and EXIT Realty are reporting meaningful performance gains, operational efficiencies, and other key metrics like cost per lead.
Quantifying those gains, Evocalize client Rate achieved a 300 percent ROI and more than $1 billion in incremental loan applications through the co-marketing network. And altogether, 100,000 active agents and loan officers already use Evocalize’s technology, so adoption of its new capabilities could come fast.
Looking further forward, this model could make sense in other verticals. After fine tuning it in real estate, we could see Evocalize evolve and adapt the patented model in other high-stakes local product categories like autos (our speculation). Meanwhile, underlying AI elements will likewise evolve quickly.
“In an AI-first world, local expertise and real relationships aren’t just protected—they’re your edge,” said Marx. “And while we’re starting in housing, this kind of AI-powered, local collaboration is a model that can empower local partners in any industry where businesses align and goals are complementary.”
Header image credit: Tierra Mallorca on Unsplash
