A ROUTINE YOU CAN MAKE YOUR OWN

From a good idea
to out there.

You already have the expertise. Broker Socials helps you turn it into something your clients can read, save and share. Here’s how the pieces fit together.

Your writing preferences Saved
BUSINESS PROFILE

Writing preferences

HFHarbour FinanceMortgage broking · Australia
Your tone of voice
HelpfulConversationalFormal
Topics your clients care about
First home buyersRefinancingHome loan basics
Your business, locations and writing preferences help shape every draft.
Writing preferencesTone, services and locations

How does Broker Socials help with mortgage broker marketing?

Broker Socials combines business-specific writing, content research, images, a planner and connected publishing. Add your business profile, choose an idea, review the content and publish to your selected channels. Use it manually or enable the Autopilot modules that suit your routine.

1
GET STARTED

Start with your trial.

Create your account and verify your email. Complete subscription signup through Stripe to start your 7-day trial. Stripe bills your selected plan when the trial ends unless you cancel beforehand.

2
SET YOUR DIRECTION

Make the workspace yours.

Add your logo, brand colours, services, locations, tone and compliance instructions. Connect the social accounts and website you want to publish to. These details give each draft a relevant starting point.

3
CREATE AND REVIEW

Choose something worth sharing.

Open a researched opportunity, pull from Saved Ideas or bring your own topic. Create a social post, expand an idea into an article or build a newsletter. Edit the words and imagery until they fit your business.

4
PUBLISH AND PLAN

Give your content a destination.

Publish to your connected accounts or schedule social posts in the planner. Send approved articles to your website, and newsletters to your saved audience after verifying your sending domain.

YOUR SCHEDULE. YOUR CHOICE.

A plan that keeps moving.
Control that stays with you.

Use the planner yourself, or enable Autopilot for the content types you want help with. Choose the rhythm and see what has been prepared, delivered or needs attention.

Social postsPublish to selected channels when enabled
ArticlesPrepare a draft for you to review
NewslettersSend to your saved audience when enabled
Client emailsPrepare a draft for you to use
Explore planning & Autopilot →
brokersocialsHF

Content planner

Content plannerWeek
MON 12TUE 13WED 14THU 15
SOCIAL POSTA first home starts with a conversation.9:00 am Scheduled
ARTICLEWhat does an offset account do?Article draft Review
SOCIAL POSTYour questions. Plain English answers.12:30 pm Scheduled
NEWSLETTERAn update from Harbour Finance.4:00 pm Draft
Start with an idea.
Post Article Newsletter
Saved ideasKeep topics for your next post
Content plannerSocial posts, articles and newsletters

Questions before you get started?

See how it works →
What do I need to get started?

You need an email address and a Stripe subscription signup for your free trial. Have your business name, logo, services and tone preferences ready. You can connect your social accounts and website as part of setup.

Can I use my own ideas and content?

Yes. Start with your own brief, use saved ideas or select a researched opportunity. You can edit generated drafts, upload your own social images and add custom stories and images to your newsletters.

Does everything publish automatically?

No. You choose what to publish and which Autopilot modules to enable. Automatic social and newsletter delivery can run when enabled. Articles and client emails are prepared as drafts.

Can I see how much of my allowance I have used?

Yes. Your membership usage view shows consumption against each allowance. Pro doubles the monthly generation allowances, while both plans include three social accounts and up to 500 saved newsletter contacts per user.

More time with clients.More of you, out there.

Start your free trial