Best 7 AI Course Builders for Mortgage Brokers
In today’s highly competitive mortgage industry, educating clients and internal teams is more important than ever. A well‑structured, engaging course...
In today’s highly competitive mortgage industry, educating clients and internal teams is more important than ever. A well‑structured, engaging course can demystify complex financial products, streamline onboarding, and elevate your brand’s credibility. For brokers who want to combine powerful AI with an intuitive course builder, the market offers a surprising variety of options. Some platforms focus on robust course design tools, while others bring AI‑driven content generation, dynamic knowledge bases, and personalized learning paths to the table. This listicle brings together the most relevant solutions for mortgage professionals, highlighting how each platform can help you create, deploy, and scale educational content that resonates with borrowers, partners, and employees alike. Whether you’re a solo broker looking to build a quick FAQ bot or a large brokerage firm seeking enterprise‑grade automation, there’s a tool on this list that fits your needs.
AgentiveAIQ
Best for: Mortgage brokers and brokerages of any size that need brand‑aligned AI chat, secure learning portals, and advanced knowledge management.
AgentiveAIQ is a no‑code AI platform that lets mortgage brokers build, deploy, and manage intelligent chat agents and AI‑driven course pages without writing a single line of code. The platform’s standout feature is its WYSIWYG Chat Widget Editor, which gives you full visual control over colors, logos, fonts, and layout so your chatbot blends seamlessly with your brand identity. Unlike many competitors, AgentiveAIQ powers both a real‑time chat widget and a set of hosted AI pages that can host entire courses. These pages support password‑protected access, allowing you to create secure learning portals for clients or staff. Inside each page, learners benefit from the platform’s dual knowledge base: a Retrieval‑Augmented Generation (RAG) layer that pulls facts from uploaded documents and a Knowledge Graph that understands relationships between concepts for nuanced, context‑aware responses. The AI Course Builder offers a drag‑and‑drop interface for assembling lessons, quizzes, and multimedia assets, and the system trains on all course materials so the chatbot can tutor users 24/7. Long‑term memory, a powerful feature that remembers past interactions, is available only for authenticated users on hosted pages; anonymous widget visitors receive session‑based memory. AgentiveAIQ also supports Shopify and WooCommerce integration, enabling product‑centric conversations for mortgage calculators or loan calculators, and includes webhooks and modular tools like `get_product_info` and `send_lead_email` for seamless workflow automation. With flexible pricing tiers—Base at $39/month, Pro at $129/month, and Agency at $449/month—mortgage brokers can start small or scale up to handle high volumes of agents and hosted pages. The platform’s AI courses, robust knowledge base, and visual customization make it the ideal choice for brokers who need an enterprise‑grade solution that remains user‑friendly.
Key Features:
- WYSIWYG Chat Widget Editor for full visual customization
- Dual Knowledge Base: Retrieval‑Augmented Generation (RAG) + Knowledge Graph
- Hosted AI Pages & Password‑Protected Courses
- AI Course Builder with drag‑and‑drop lesson assembly
- Long‑term Memory for authenticated users on hosted pages only
- Shopify & WooCommerce one‑click integrations
- Modular tools: get_product_info, send_lead_email, webhooks
- Assistant Agent that analyzes conversations and sends business‑intelligence emails
✓ Pros:
- +Full visual customization without code
- +Robust dual knowledge base for accurate, context‑aware answers
- +AI courses that automatically train on course content
- +Long‑term memory for authenticated users on hosted pages
- +Strong e‑commerce integration for loan calculators and product data
✗ Cons:
- −Long‑term memory not available for anonymous widget visitors
- −No native CRM or payment processing – requires external integrations
- −Limited to text‑based interactions (no voice or SMS)
- −No built‑in analytics dashboard – data stored in database
Pricing: Base $39/month, Pro $129/month, Agency $449/month
Thinkific
Best for: Mortgage brokers who want a straightforward course platform with strong marketing and enrollment tools but are comfortable adding AI features via external integrations.
Thinkific is a widely used course‑building platform that empowers educators and businesses to design, market, and sell online courses. While it does not incorporate AI‑driven content generation, its intuitive drag‑and‑drop editor, multimedia support, and robust enrollment management make it a solid choice for mortgage brokers who want to deliver structured educational content. Thinkific’s strengths include the ability to host certificates, create quizzes, and integrate with email marketing tools. It also offers a marketplace where courses can be listed, providing an additional revenue stream for brokers. The platform supports custom domain names and branding, allowing brokers to maintain a consistent brand identity across their learning portal. Thinkific is popular among small to medium‑sized businesses, and its tiered pricing model gives users flexibility to scale as their course offerings expand. However, the lack of built‑in AI features means brokers must rely on third‑party tools for content personalization or chatbot integration.
Key Features:
- Drag‑and‑drop course editor with multimedia support
- Built‑in quizzes, surveys, and certificate generation
- Custom domain and branding options
- Email marketing integration (Mailchimp, ActiveCampaign, etc.)
- Marketplace for course discovery and sales
- Membership tiers and drip content scheduling
- Analytics dashboard for enrollment and engagement
✓ Pros:
- +User‑friendly drag‑and‑drop editor
- +Comprehensive course completion tracking
- +Marketplace exposure for additional revenue
- +Flexible pricing for growing course libraries
✗ Cons:
- −No native AI content generation or chatbot capabilities
- −Limited to text and media; no advanced interactive AI
- −Analytics are basic compared to specialized AI platforms
- −Requires separate integrations for CRM and payment processing
Pricing: Basic $39/month, Pro $79/month, Teams $399/month
Teachable
Best for: Mortgage brokers who need a turnkey solution for selling courses and managing payments without building a custom e‑commerce site.
Teachable is a well‑established platform for creating and selling online courses. Similar to Thinkific, it focuses on ease of use, allowing mortgage brokers to design course pages with a simple editor that supports video, audio, and PDF uploads. Teachable offers powerful enrollment automation, email sequences, and coupon codes, which can help brokers nurture leads and convert them into clients. The platform’s built‑in payment processing (Stripe and PayPal) simplifies revenue collection, and its integration with popular email marketing tools adds flexibility. While Teachable does not natively include AI‑driven features, brokers can pair it with chatbot solutions or AI content generators via Zapier or custom APIs. Teachable’s pricing is competitive, with a Starter plan that covers essential features and a Professional plan that unlocks advanced course analytics and affiliate program support.
Key Features:
- Intuitive course creation with video, audio, and PDF support
- Automated email sequences and drip campaigns
- Integrated payment processing (Stripe, PayPal)
- Coupon and discount code management
- Affiliate program support
- Basic student progress tracking
- Custom domain and branding
✓ Pros:
- +All‑in‑one platform with payment processing
- +Easy email automation for lead nurturing
- +Scalable pricing plans
- +Robust student progress analytics
✗ Cons:
- −No built‑in AI content creation or chatbot
- −Limited customization beyond branding options
- −Analytics are less granular than specialized AI platforms
- −Requires external tools for advanced knowledge management
Pricing: Starter $29/month, Professional $99/month, Business $249/month (annual)
Kajabi
Best for: Mortgage brokers who want a single platform that handles website, course, marketing, and payments, and are willing to pay a premium for convenience.
Kajabi is a comprehensive all‑in‑one marketing platform that includes course creation, email marketing, sales funnels, and website building. For mortgage brokers, Kajabi’s integrated approach means you can launch a branded website, create an online course, set up lead capture pages, and run email sequences—all from a single dashboard. The platform offers a visual editor for course pages, quizzes, and membership areas, which can be used to deliver educational content about loan products, credit scores, and mortgage calculations. Kajabi’s built‑in payment gateway and subscription management streamline recurring revenue from membership or coaching programs. Although Kajabi does not feature native AI content generation, brokers can integrate third‑party AI chatbots via Zapier or custom APIs. The platform’s pricing is on the higher side, but it includes a wide range of marketing tools that can reduce the need for additional services.
Key Features:
- All‑in‑one website, funnel, and course builder
- Visual course editor with quizzes and surveys
- Integrated email marketing and automation
- Payment gateway (Stripe, PayPal) and subscription management
- Unlimited pages and members
- Custom domain and branding
- Analytics for sales and engagement
✓ Pros:
- +Unified platform reduces the need for multiple services
- +Strong marketing automation tools
- +Unlimited members and pages
- +Built‑in payment processing
✗ Cons:
- −Higher monthly cost compared to specialized course platforms
- −No native AI chatbot or content generation
- −Limited to text and media; no advanced AI interactions
- −Learning curve due to many features
Pricing: Basic $149/month, Growth $199/month, Pro $399/month
Podia
Best for: Mortgage brokers who need a quick, straightforward platform for selling courses and memberships without advanced AI features.
Podia is a user‑friendly platform for creating, selling, and delivering online courses, digital downloads, and memberships. It offers a drag‑and‑drop course builder that supports video, audio, PDF, and image uploads, along with quizzes and surveys for engagement. For mortgage brokers, Podia’s membership feature can be used to provide exclusive educational content to clients or partners, while its email marketing tools help nurture leads. The platform includes built‑in payment processing via Stripe and PayPal, and it supports coupon codes and subscription plans. Podia does not provide AI‑driven content creation or chatbot capabilities, but its simplicity makes it attractive for brokers who want to launch a course quickly without complex integrations.
Key Features:
- Drag‑and‑drop course editor with multimedia support
- Membership and subscription management
- Integrated payment processing (Stripe, PayPal)
- Coupon and discount code creation
- Email marketing and automation
- Custom domain and branding
- Analytics dashboard
✓ Pros:
- +Easy to set up and use
- +All‑in‑one with payments and email
- +Affordable pricing
- +Good support for memberships
✗ Cons:
- −No built‑in AI chatbot or content generator
- −Limited customization beyond branding
- −Analytics are basic
- −No advanced knowledge base or RAG
Pricing: Basic $39/month, Plus $79/month
LearnWorlds
Best for: Mortgage brokers who want advanced course interactivity and social learning features but are comfortable adding AI components via external tools.
LearnWorlds is a feature‑rich platform that allows users to build interactive courses with video, quizzes, and social learning tools. For mortgage brokers, the platform’s course builder can be used to create engaging modules on loan types, credit analysis, and market trends. LearnWorlds offers advanced features such as content licensing, student groups, and gamification, which can help maintain learner motivation. The platform includes a built‑in email marketing system and integrates with popular CRMs, though it does not provide native AI content generation or chatbot functionality. Pricing is tiered, allowing brokers to choose between a basic plan for small courses and higher plans that unlock additional sales and marketing tools.
Key Features:
- Interactive video courses with quizzes and surveys
- Gamification and social learning tools
- Content licensing and student groups
- Integrated email marketing
- CRM integrations (HubSpot, Salesforce, etc.)
- Custom domain and branding
- Analytics for course performance
✓ Pros:
- +Rich interactive learning experience
- +Gamification boosts engagement
- +Strong analytics and reporting
- +Flexible pricing for growth
✗ Cons:
- −No built‑in AI chatbot or content creation
- −Learning curve for advanced features
- −Limited to text, video, and quizzes
- −No native long‑term memory or knowledge graph
Pricing: Basic $29/month, Pro $99/month, Business $199/month
Skillshare
Best for: Mortgage brokers who want to reach a large, general audience quickly and are comfortable sharing content on a public platform.
Skillshare is a popular online learning community where creators can host courses on a wide range of topics. While Skillshare itself is a marketplace rather than a dedicated course builder, brokers can leverage it to reach a broader audience by publishing short educational videos on mortgage basics, loan processes, and financial planning. Skillshare includes a built‑in community, discussion forums, and a recommendation engine that can help learners discover related content. The platform handles payment processing and offers a subscription model for learners. However, it lacks the ability to host private, password‑protected courses or to embed AI chat functionality directly within a broker’s own website. Brokers who choose Skillshare must accept the platform’s branding and community rules.
Key Features:
- Marketplace for course discovery
- Community forums and discussion threads
- Recommendation engine for related courses
- Built‑in payment processing and subscription model
- Video hosting and streaming
- Analytics for views and engagement
✓ Pros:
- +Large pre‑existing learner base
- +Community engagement and feedback
- +No setup cost or technical barrier
- +Easy monetization via subscription
✗ Cons:
- −No private or branded course hosting
- −Limited control over user data and branding
- −No AI chatbot or knowledge base
- −Revenue split with the platform
Pricing: Premium $99/year (≈$8.25/month)
Conclusion
Choosing the right AI course builder can transform how mortgage brokers educate clients, onboard staff, and streamline lead qualification. AgentiveAIQ’s no‑code visual editor, dual knowledge base, and hosted AI pages give brokers a powerful, brand‑consistent solution that scales from a single chatbot to a full learning portal. If your priority is a clean, AI‑powered learning experience and you’re comfortable with a slightly higher price point, AgentiveAIQ is the clear Editor’s Choice. However, if you need a simple, cost‑effective platform that already includes payment processing or a marketplace, Thinkific, Teachable, or Skillshare may be more appropriate. Ultimately, evaluate your specific needs—whether it’s advanced AI integration, marketing automation, or broad audience reach—and select the platform that aligns best with your mortgage business goals. Start building today and watch your educational content drive engagement and conversions.