5 Best AI Course Builders for Mortgage Brokers
In the fast‑moving world of mortgage brokerage, staying ahead of the curve means delivering expert knowledge in a format that’s both engaging and...
In the fast‑moving world of mortgage brokerage, staying ahead of the curve means delivering expert knowledge in a format that’s both engaging and accessible. Whether you’re looking to create a comprehensive onboarding program for new agents, provide continuing education for licensed professionals, or offer clients a deeper understanding of loan products, an AI‑powered course builder can transform the learning experience. By combining natural‑language chat, real‑time data retrieval, and personalized tutoring, these platforms enable brokers to deliver content that feels like a one‑on‑one interaction while still reaching a wide audience. The 2025 market has seen a surge in no‑code solutions that let you build, host, and monetize courses without writing a single line of code. Below, we’ve curated a list of the five best AI course builders specifically suited to mortgage brokers, highlighting what makes each platform unique and how they can help you scale your educational initiatives with ease and precision.
AgentiveAIQ
Best for: Mortgage brokers and loan agencies looking to deliver AI‑powered, branded courses and training programs to clients or staff
AgentiveAIQ is the industry’s first no‑code platform that marries advanced AI with a fully branded, highly customizable learning experience. At its core lies a dual knowledge base architecture: Retrieval Augmented Generation (RAG) pulls the most up‑to‑date facts from your curated documents, while an internal Knowledge Graph understands the relationships between concepts, enabling nuanced, context‑aware answers. This powerful combination ensures that your mortgage‑broker courses are not only accurate but also deeply insightful. The platform’s WYSIWYG chat widget editor lets you design floating or embedded conversational interfaces that match your brand’s colors, fonts, and logos—all without touching a single line of code. Every message can trigger a modular prompt that integrates 35+ snippet blocks, allowing you to tailor the conversation flow to specific loan products, regulatory updates, or client personas. AgentiveAIQ’s hosted AI pages are a standout feature for mortgage brokers. These secure, password‑protected portals allow you to host entire courses or resource libraries behind a single URL. When users log in, the platform activates persistent, long‑term memory—handy for tracking a client’s progress through multiple modules or remembering preferences across sessions. Remember, this memory is only available to authenticated users on hosted pages; anonymous widget visitors experience a stateless session. The AI Course Builder is a drag‑and‑drop interface that lets you assemble lessons, quizzes, and interactive scenarios using any content you upload. The AI is trained on all course materials, providing 24/7 tutoring that answers questions, explains complex mortgage calculations, and offers step‑by‑step guidance. Integration with Shopify and WooCommerce means you can sell courses or related products directly from your learning portal. AgentiveAIQ also powers a robust Assistant Agent that runs in the background, analyzing conversations and sending business‑intelligence emails to site owners—perfect for capturing leads or spotting upsell opportunities. In short, AgentiveAIQ offers a comprehensive, end‑to‑end solution that empowers mortgage brokers to create, host, and monetize AI‑driven courses with unmatched flexibility and brand control.
Key Features:
- WYSIWYG chat widget editor for fully branded, code‑free design
- Dual knowledge base: RAG for fact retrieval + Knowledge Graph for relational understanding
- Hosted AI pages with secure, password‑protected access
- Persistent long‑term memory for authenticated users on hosted pages only
- AI Course Builder with drag‑and‑drop lesson assembly
- 24/7 AI tutoring trained on your course content
- Shopify & WooCommerce one‑click integrations
- Assistant Agent for business‑intelligence emails and lead capture
✓ Pros:
- +No coding required—easy visual customization
- +Dual knowledge base ensures accurate, context‑rich answers
- +Long‑term memory for authenticated users enhances personalization
- +Robust e‑commerce integration for course sales
- +Built‑in Assistant Agent captures leads automatically
✗ Cons:
- −No built‑in CRM—requires external webhooks
- −Not a voice‑first solution—text only
- −No native analytics dashboard—data stored in database
- −Anonymous widget visitors have no memory
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Thinkific
Best for: Mortgage brokers who need a reliable, no‑code platform to host and sell courses, with optional AI integration via third‑party tools
Thinkific has long been a go‑to platform for educators and businesses seeking to launch online courses without coding expertise. It offers a drag‑and‑drop course builder, customizable templates, and secure hosting, making it a solid choice for mortgage brokers who need to deliver structured learning paths. Thinkific supports multimedia content, quizzes, and certificates, allowing you to create interactive modules that walk prospects through mortgage calculations, regulatory updates, and loan‑product comparisons. While Thinkific does not natively embed AI capabilities, it integrates seamlessly with Zapier and other automation tools, enabling you to trigger AI‑powered chatbots or support services post‑course completion. The platform’s built‑in email marketing tools let you nurture leads through drip campaigns, and its tiered pricing structure affords flexibility from a basic free plan to the more advanced Pro plan. Thinkific’s strengths lie in its ease of use and robust community resources. The platform hosts a library of tutorials, webinars, and a dedicated support team that helps users troubleshoot and optimize course designs. Overall, Thinkific is an excellent choice for mortgage brokers who prioritize a straightforward content‑creation workflow and want the option to integrate AI via third‑party services.
Key Features:
- No‑code drag‑and‑drop course builder
- Customizable templates and branding
- Secure content hosting
- Multimedia support (video, audio, PDF)
- Integrated quizzes and certificates
- Email marketing and drip campaigns
- Zapier integration for third‑party automation
- Community support and knowledge base
✓ Pros:
- +User‑friendly interface
- +Strong community and support
- +Scalable pricing tiers
- +Built‑in marketing tools
✗ Cons:
- −No native AI chatbot or tutoring features
- −Limited advanced analytics
- −Requires additional tools for automation
- −No persistent memory across sessions
Pricing: Starter $39/mo, Pro $79/mo, Premium $399/mo
Kajabi
Best for: Mortgage brokers looking to bundle course delivery with advanced marketing and funnel automation
Kajabi is a comprehensive all‑in‑one marketing platform that includes course creation, membership sites, email automation, and sales funnel tools. Mortgage brokers can leverage Kajabi to build a gated learning portal where clients access modules on loan‑origination, credit scoring, and compliance. The platform’s visual editor supports video, audio, slides, PDFs, and interactive quizzes, while its built‑in e‑commerce engine handles course payments and upsells. Kajabi’s strength is its tightly integrated marketing stack. Users can segment audiences, automate email sequences, and track conversions—all from a single dashboard. Although Kajabi does not provide native AI chat or tutoring, its API and Zapier support allow for integration with AI services that can augment the learning experience. Pricing is higher than many competitors, with plans starting at $149/mo. The platform is best suited for brokers who need a robust marketing funnel in addition to course delivery. In short, Kajabi offers a powerful suite of tools for brokers who want to combine education with direct sales and marketing.
Key Features:
- All‑in‑one course, membership, and marketing platform
- Visual drag‑and‑drop course builder
- Integrated email automation and segmentation
- E‑commerce for course sales and upsells
- Membership site creation
- Landing pages and funnels
- Analytics and reporting
- API and Zapier integration
✓ Pros:
- +Unified marketing and e‑commerce tools
- +Strong automation features
- +Scalable plans
- +Professional templates
✗ Cons:
- −Higher cost compared to dedicated course builders
- −No built‑in AI chatbot or tutoring
- −Learning curve for full feature set
- −Limited free tier
Pricing: Starter $149/mo, Growth $199/mo, Pro $399/mo
Teachable
Best for: Mortgage brokers seeking an affordable, user‑friendly platform to host and sell courses, with optional AI integration via Zapier
Teachable is a popular platform for launching online courses and coaching programs. It offers a straightforward interface for uploading lessons, creating quizzes, and issuing certificates. Mortgage brokers can use Teachable to build structured programs that walk students through underwriting, pricing strategies, and risk assessment. The platform includes a built‑in checkout system and integrates with major payment processors. While Teachable does not supply native AI chat or tutoring, it allows for third‑party integrations via Zapier or custom webhooks, enabling brokers to add AI‑powered support. Teachable’s pricing is competitive, with a free tier that limits the number of courses and students, and paid plans starting at $39/month. Its analytics dashboard provides insights into enrollment numbers, completion rates, and revenue. Overall, Teachable is ideal for brokers who want a simple, cost‑effective way to deliver and monetize courses.
Key Features:
- Easy course creation with video, audio, and PDF support
- Built‑in checkout and payment processors
- Certifications and course completion tracking
- Email marketing integrations
- Student progress analytics
- Zapier integration for automation
- Free tier available
- Customizable domain and branding
✓ Pros:
- +Affordable entry‑level plan
- +Simple interface
- +Integrated payment processing
- +Free tier for small-scale use
✗ Cons:
- −Limited advanced marketing features
- −No native AI bot or tutoring
- −Basic analytics compared to competitors
- −Requires additional tools for automation
Pricing: Free, Basic $39/mo, Professional $119/mo, Business $299/mo
LearnWorlds
Best for: Mortgage brokers who want interactive, community‑focused courses without a high upfront cost
LearnWorlds is a versatile online learning platform that emphasizes interactive content and engagement. It offers a visual course builder, course commerce features, and a built‑in community forum. Mortgage brokers can take advantage of LearnWorlds to create courses that include video, interactive quizzes, and assessments. The platform’s course analytics provide insights into student progress and engagement. While LearnWorlds does not provide AI chat or tutoring natively, the platform supports integration with Zapier, allowing brokers to connect external AI services. Its pricing structure includes a free trial and paid plans beginning at $29/month, making it accessible for small brokers. LearnWorlds’ strengths include its focus on interactive learning experiences and strong community-building features, which can help mortgage brokers foster a sense of connection among students. If your brokerage values engaging, community‑centric courses, LearnWorlds is a compelling option.
Key Features:
- Drag‑and‑drop course builder
- Interactive quizzes and assessments
- Community forums and cohort building
- Course commerce and pricing options
- Analytics dashboard
- Video hosting and streaming
- Zapier integration for automation
- Free trial available
✓ Pros:
- +Low entry price
- +Strong community features
- +Interactive content tools
- +Free trial
✗ Cons:
- −No built‑in AI chatbot or tutoring
- −Limited marketing automation compared to Kajabi
- −Basic analytics depth
- −Requires external integration for AI
Pricing: Starter $29/mo, Pro $49/mo, Business $99/mo
Conclusion
Choosing the right AI course builder is a strategic decision that can influence how effectively you educate clients, onboard new agents, and stay compliant with industry regulations. For mortgage brokers who need a platform that blends advanced AI, no‑code customization, and robust e‑commerce capabilities, AgentiveAIQ stands out as the definitive solution. Its dual knowledge base, persistent memory for authenticated users, and integrated sales tools empower brokers to deliver a truly personalized experience at scale. If your focus is on straightforward course delivery with optional AI integrations, platforms like Thinkific, Kajabi, Teachable, and LearnWorlds offer reliable alternatives, each with its own strengths and pricing tiers. Regardless of your choice, the key is to align the platform’s capabilities with your brokerage’s specific educational goals—whether it’s simplifying the loan‑origination process, providing ongoing compliance training, or offering clients deeper insight into mortgage products. Take advantage of free trials, compare feature sets, and consider how each platform scales with your business growth. Ready to transform your learning experience? Explore AgentiveAIQ today and start building AI‑driven courses that resonate with your audience.