Content delays kill momentum. Approval bottlenecks stall campaigns. And compliance reviews can slow your team to a crawl.

That's why we're thrilled to introduce a powerful new Wrike integration for SocialCoach – a seamless bridge between your content approval process in Wrike and content distribution via SocialCoach.

Once content is marked “approved” in Wrike, it flows automatically into SocialCoach – ready for your loan officers and agents to share.

🔄 No copy‑paste
📥 No re‑uploads
⏱️ No delays

This integration is built to make life easier for your marketing, compliance, and sales teams – so your team always has access to up‑to‑date, fully approved content they can use without friction.

Key Benefits of the Wrike + SocialCoach Integration

📂 Content Sync, Simplified

Stop wrestling with files, emails, or duplicate uploads.  As soon as content is approved in Wrike – tasks, images, video, captions – it auto‑imports into SocialCoach so your sales team always has fresh, compliant content ready to go.

✅ Built-In Compliance You Can Count On

When it comes to compliance, peace of mind comes from having the right guardrails in place – and this integration delivers just that.

Wrike’s built-in approval workflows guarantee that only fully reviewed, brand-approved content is imported into SocialCoach – meaning everything your team sees is already signed off and ready to use.

Plus, SocialCoach offers custom compliance filters that flag or block specific words and phrases – so even if someone goes off-script, your brand stays protected.

⚡ Faster Execution, Less Friction

Don’t let slow handoffs hold you back. With this integration, content passes instantly from “approved” in Wrike to “ready” in SocialCoach. No guesswork, no waiting, and no wondering if it’s the right version.

Marketing stays focused on strategy, while sales gets what they need, when they need it.

Everyone moves faster – together.

🔄 Create in Wrike. Launch in SocialCoach.

No more tool overload or messy handoffs.

Use Wrike to brainstorm, build, and approve your content – then let SocialCoach take it from there. Approved content flows in automatically, ready for your team to post and share.

Let each tool do what it does best – so your team stays in sync from start to finish.

💡 Why This Matters

Great content only works if it gets used. If it’s buried in approvals, lost in folders, or delayed by processes, it’s not pushing your business forward.

This integration removes common barriers between your teams that slows everything down:

• No more bottlenecks between marketing and sales

• No more compliance uncertainty

• No more "where’s the latest version?" confusion or lost assets

By connecting Wrike and SocialCoach, your team always has access to the most current, approved content – ready to post, ready to perform.

That means:
✅ Less time chasing assets
✅ More consistent, on-brand messaging
✅ More visibility, more leads, more deals closed

With Wrike + SocialCoach, content gets from idea to impact faster than ever.

❓Wrike Integration – Frequently Asked Questions

Q: What does the Wrike integration do?
A: Automatically transfers approved content – tasks, images, videos, documents, and captions – from Wrike directly into SocialCoach, with zero manual uploads required.

Q: How does this help with compliance?
A: You stay in control. Only content cleared through Wrike’s built-in approval process is imported into SocialCoach – so your compliance team stays in control, and your brand stays protected.

And as backup, SocialCoach’s custom compliance filters can flag or block specific words or phrases from being posted – adding an extra layer of protection where it matters most.

Q: Do I need to change how my marketing team works in Wrike?
A: Not at all. Keep your existing content creation and approval process in Wrike. Once content is marked "approved", it imports automatically into SocialCoach.

Q: What types of content are supported?
A: Tasks, creative assets (like images, videos, and documents), and social captions all sync directly from Wrike into SocialCoach.

Q: Who manages the integration?
A: Your marketing and compliance teams handle set up and manage the Wrike, while your loan officers and agents simply access and post the approved, ready-to-use content via SocialCoach – no extra load on them.

Q: Is there an extra cost for the Wrike integration?
A: No, the Wrike integration is included in your SocialCoach subscription at no additional charge.

Q: How do I activate the integration for my team?
A: Just email the SocialCoach Support Team that you'd like to activate the Wrike integration – we’ll guide you through setup in a few easy steps.

🚀 Ready to Unlock Your Content Workflow?

SocialCoach helps regulated teams (like mortgage, real estate, financial services) get compliant, brand‑on content into the hands of their loan officers and agents – so they can build trust, stay visible, and close more deals on social media.

With automated content scheduling, performance insights, and built-in compliance safeguards, SocialCoach is designed for highly regulated, high-performance sales teams.

And now, with Wrike and SocialCoach connected, your content is ready to go the moment it’s approved.

Already using SocialCoach? Reach out to our support team – we’ll help you activate the integration right away.

New to SocialCoach? Let us show you how this works live. 👉 Book a demo to see how SocialCoach + Wrike together can remove friction, guard your brand, and let your loan officers close more deals.

🤝 Why You Need Both

This isn’t just about convenience – it’s a smarter way to work.

The Wrike + SocialCoach integration removes bottlenecks, strengthens compliance, and helps your team move faster – with fewer blockers and better results.

✅ Simplify your content workflow
✅ Protect your brand
✅ Help your team close more deals

This is the integration you've been waiting for. Let’s go.

Learn More About Smarter Content Workflows

Want to get even more out of your content approval process, social media strategy, and compliance management? These resources will help you streamline your workflows, boost engagement, and stay compliant.

📘 Ultimate Social Media Guide for Mortgage & Real Estate
A complete guide to building content calendars, maintaining consistency, and creating a scalable social media strategy for loan officers and real estate agents. View the guide

🛡️ How to Keep Your Instagram, TikTok, & Facebook Profiles Compliant (+ Still Win Clients)
Full of practical tips for staying compliant while making your social media profile more visible and engaging. Read more

🎥 SocialCoach Mobile App: Features & Workflow Tools
See how your field team can access content, review their calendar, and post from wherever they are with our app and content control tools. Learn more

✏️ How Loan Officers Can Use AI in Their Social Media Strategy (2024)
Learn how AI helps with efficient posting, content idea generation, and personalization — perfect to combine with Wrike‑driven approvals. Read more

📣 Why Your Team Needs Social Media Automation
Explore how automation reduces workload, improves consistency, and ensures your team stays on-brand – without the bottlenecks. Visit Wrike.com

🔗 How Wrike Integrations Simplify Marketing Workflows
See how connecting Wrike with tools like SocialCoach helps reduce manual work, streamline approvals, and move faster with confidence. Visit Wrike.com