Be the Broker They Find Before They're Ready
Surf helps mortgage brokers and finance advisors turn complex financial topics into clear, trust-building video content that positions them as the go-to expert in their market. Post consistently to stay top-of-mind with first-time buyers, refinancers, and investors who are actively researching.
Mortgage brokers who post regular educational content on social media report that first-time home buyers frequently cite their videos as the reason they reached out instead of going to a big bank.
1 free AI video • No credit card required
Financial Education Templates
Pre-built video formats for mortgage explainers, rate updates, and homebuying guides.
Trust-Building Authority Content
Position yourself as the local expert with consistent, clear content that demystifies the mortgage process.
LinkedIn & Instagram Scheduling
Reach both professional referral partners and consumer buyers on the platforms they use most.
Lead Generation CTAs
Drive pre-approval inquiries and consultations with built-in call-to-action templates on every post.
Sound familiar?
Common challenges for mortgage brokers & finance advisors using social media
Making complex financial and mortgage topics engaging and understandable for a general audience
Building trust and credibility online in a relationship-driven industry dominated by referrals
Staying visible to potential clients during the months they spend researching before contacting a broker
Generating consistent inbound leads beyond the referral network
How Surf solves it for mortgage brokers & finance advisors
Educate potential clients with clear, trustworthy mortgage content and stay top-of-mind during the months they spend researching before they call anyone.
Mortgage education videos on rates, types, and the buying process
Market updates and rate commentary for buyers watching the market
First-time buyer guides and step-by-step homebuying content
Client success stories and pre-approval to closing highlight reels
Video ideas for mortgage brokers & finance advisors
Create any of these with Surf AI in minutes
How Surf works for mortgage brokers & finance advisors
Create with AI
Describe your mortgage brokers & finance advisors content and let AI generate a complete video with script, voiceover, and visuals.
Edit & Customize
Fine-tune the video with our built-in editor. Add captions, music, effects, and your brand identity.
Schedule & Go
Post to LinkedIn, Instagram, Facebook, YouTube automatically at the optimal time.
Simple, transparent pricing
Choose the plan that fits your needs. Start free, upgrade when you're ready.
Free
Perfect for getting started
- 15 credits (1 AI video)
- 10 scheduled posts per month
- 3 social media connections
- Video editor
- Upload your own videos
Starter
For growing creators
- 200 credits per month (~13 AI videos)
- Unlimited scheduled posts
- 25 social media connections
- Advanced video editor
- AI Auto CaptionsAuto-generate styled captions burned into every video for accessibility and engagement
- AI Clipping AgentConvert long-form videos into short viral clips for Reels, Shorts & TikTok
- Purchase extra credit packages
Pro
For serious content creators
- 500 credits per month (~33 AI videos)
- Unlimited scheduled posts
- 75 social media connections
- Advanced video editor
- AI Auto CaptionsAuto-generate styled captions burned into every video for accessibility and engagement
- AI Clipping AgentConvert long-form videos into short viral clips for Reels, Shorts & TikTok
- Purchase extra credit packages
- Priority support
Agency
For agencies and teams
- 1,000 credits per month (~66 AI videos)
- Unlimited scheduled posts
- 200 social media connections
- Advanced video editor
- AI Auto CaptionsAuto-generate styled captions burned into every video for accessibility and engagement
- AI Clipping AgentConvert long-form videos into short viral clips for Reels, Shorts & TikTok
- Purchase extra credit packages
- Priority support
- Team features (coming soon)
Start with our free plan. Upgrade anytime, cancel anytime.