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Drive Mortgage Success with Agent Legend

Revolutionize customer engagement in the fast-paced real estate industry. Whether it’s booking service appointments, qualifying leads, or sending promotions, Agent Legend helps you keep your customers behind the wheel.

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Right Person

Right Time

Right Place

Stop Buying Leads.
Start Converting Your Database.

Agent Legend leverages your existing homeowner data and activity to pinpoint who’s ready to transact, automates personalized marketing, and helps you close more loans faster, maximizing your current assets.

10%+

Homeowners who will refinance or sell in next 12 months (rephrased to fit Agent Legend’s focus on existing data)

8k+

Mortgage leads engaged by Agent Legend in Q1 [Year] (adjust year to current/future, focusing on engagement vs. generation)

$800M+

Potential loan volume influenced by Agent Legend in [Year] (adjust year to current/future, focusing on influence vs. direct generation)

Agent Legend helped me find opportunities I was missing within my own database. My marketing costs are down 15% while my closed loans are up 25%.

Features

Features That Power Your Next Deal

Data-Driven Loan Conversion

Pre-Qualified Lead Scoring:

Identify contacts most likely to need your mortgage services.

Refinance Trigger Insights:

Get notified when market shifts or client equity indicates refi potential.

Market Opportunity Alerts:

Receive alerts when local market changes create new loan opportunities.

Active Borrower Tracking:

Identify contacts actively researching homes or loan options.

Loan Pipeline Intelligence

Performance Analytics:

Track conversion rates and identify process bottlenecks in your loan pipeline.

Database Health Metrics:

Understand the quality and potential of your mortgage contact list.

ROI Measurement:

Quantify the value of your automated outreach and marketing efforts for loans.

Loan Opportunity Forecasting:

Predict future business based on your mortgage database trends.

Seamless CRM Integration

CRM Sync:

Connect with your existing top CRMs for unified client data and activity.

Automated Data Flow:

Ensure qualified leads and client updates are pushed to your CRM automatically.

Streamlined Lead Management:

Simplify task creation, lead routing, and status updates across platforms.

Guided Setup:

Get expert support for a smooth, efficient integration process with your existing tools.

Frequently Asked Questions

You'll only pay for active contacts - which means contacts who received any followup messages triggered by an automated campaign. You can store your non-active contacts for free. We don't charge for contacts you send manual messages to, contacts who have been dormant in the billing month (even if they were in a campaign in the past), or followup messages that failed to deliver.

You'll only pay for active contacts - which means contacts who received any followup messages triggered by an automated campaign. You can store your non-active contacts for free. We don't charge for contacts you send manual messages to, contacts who have been dormant in the billing month (even if they were in a campaign in the past), or followup messages that failed to deliver.

You will be charged a monthly overage fee based on MACs over the amount allotted by your plan. The charge is $0.20 per MAC over your plan allotment. Your Agent Legend account will continue to process all your data normally even if you go over your MAC limit.

Yes, we do. It’s part of what makes us so effective. Every message is sent in your authentic voice, saying what you really would say yourself if you had called that person.

Yes, we have custom integrations built with many of the popular CRM’s and lead providers. That means Agent Legend can “do our thang” in the background while you work without skipping a beat. We can receive prospects from your CRM, log conversations as they happen, and even coordinate messaging so campaigns are stopped in one system when someone responds in the other.

Agent Legend is designed to behave exactly the same way you do. When someone responds, your campaign simply stops. The best part is, when you use the Agent Legend app, you instantly see all the important lead info when your phone rings. So, you can pick up and say hello as if you’re already their friend.

We cover both scenarios with our specialized campaign logic. If a lead contains a property address, it will be used. If not, it will be left out. You can design your campaigns to flow nicely and work either way.

Yes, inside your Agent Legend account is a library full of pre-built campaign templates designed by some of the top real estate and mortgage professionals. These templates can be customized for your specific needs.

Just go about your day, and the Agent Legend app will let you know the instant someone wants to speak with you. You will see the lead’s information when your phone rings. This will let you answer the phone and respond as if you already have the info at the top of your mind.