Solutions Planning & Autopilot
Content planning for mortgage brokers
A clearer calendar. More room for clients.
See your social posts, articles and newsletters in one plan. Choose the rhythm, build from ideas you have saved and let Autopilot handle the work you switch on.
brokersocialsHFContent planner
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
What does Broker Socials Autopilot do?
Autopilot runs the content plan you save, even while the app is closed. It can research topics, create and publish planned social posts to selected connected accounts, and send newsletters to your verified audience. Articles and client emails are prepared as drafts. You choose the modules, frequency and start date.
Your next month.
Coming together.
02Fill the gaps with good ideas.
03Keep the plan moving.
BUILT AROUND HOW BROKERS WORK
See the plan. Keep the say.
A calendar should make the next step obvious. See what is planned, choose where automation helps and leave room for a timely update. You can switch modules off, change dates and review drafts as your priorities change.
Use the planner for the overview and open each piece when it needs your attention. Your saved ideas stay close by, ready to join the plan when the timing is right.
See the full workflowPlanning & Autopilot questions, answered.
See how it works →Does Autopilot work when I close the app?
Yes. Saved Autopilot plans run on the server, so you do not need to leave a browser open. Your membership must be active and the relevant modules and connections must remain enabled. The activity panel shows the status of scheduled work.
Which content does Autopilot publish automatically?
Enabled social posts can be created and sent to your selected connected accounts. Enabled newsletters can be sent to your verified saved audience. Articles and client emails are saved as drafts. Adding a manual planner item does not automatically publish it.
Can I use the planner without Autopilot?
Yes. You can build and edit your own content calendar with manual topics, saved ideas and existing content. Autopilot is optional, and its modules can be switched on or off.
Do I need to build a new plan each month?
Yes. Autopilot runs the plan you have built and saved. Review the schedule and build the next month’s plan when you are ready, so the topics and frequency still fit your business.
Do automated posts use my membership allowance?
Yes. Autopilot and manual AI generation share the same workspace allowances. The Usage page shows what has been used and when it resets. Changing plans does not reset usage already recorded.
