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Agent Legend

Close more deals without more leads

Most real estate and mortgage teams convert less than 2% of their leads.
Not because the leads are bad, but because they can’t tell who’s ready.
Agent Legend’s AI fixes that in 48 hours.
Your Data Is Your Most Valuable Asset

You’ve already paid for your best leads.
You just don’t know which ones they are.

You’ve spent thousands acquiring the contacts sitting in your CRM right now.

Statistically, 3–5% of them are ready to transact this month.

But without predictive data, you don’t know which ones.

So your agents call the wrong people, burn out, and your pipeline stays unpredictable.

Every day without intent data is a day your competitors could be
calling your leads first.

1. Sync

Agent Legend integrates with 500+ CRMs and lead sources (including Follow Up Boss, BoldTrail, kvCORE, and Salesforce) via direct API or CSV upload. 

Every contact syncs in real-time, every conversation logs automatically, and every lead source is tracked so you always know exactly where your best deals are coming from.

2. Segment

Ordinary CRMs treat every lead the same. Lily works differently.

She cross-references your contacts against 1,600+ third-party data points — credit behavior, life events, property ownership, and offline spending patterns — across 270 million U.S. adults.

She assigns every lead a Lead Intelligence Score from 0–100, predicts exactly who is ready to transact this month, and tags each contact with a specific Lead Type (First-Time Buyer, Downsizer, Investor) and behavioral Persona so your team knows who they're calling before they dial.

Leads scoring 90+ are 4.4–5× more likely to convert than a randomly chosen lead. That's not a claim — it's a mathematically verified output from 3.5 million leads analyzed across the platform.

3. Serve

Once Lily surfaces your hottest leads, Agent Legend's multi-channel outreach engine takes over.

Personalized SMS, email, and ringless voicemail campaigns fire automatically — and stop the moment a lead responds, so no prospect ever gets a robotic follow-up after they've already raised their hand.

For your highest-value targets, our Authentic Handwritten Letter service uses real ballpoint pens and robotic arms to send physical mail that gets a 99% open rate.

One team using this system booked 730 appointments in 10 weeks while making 578 fewer manual calls per week.

Watch how Lily can help you unlock incredible insights in your database

Built for the Businesses That Run on Relationships
Your next deal is already in your database.
We just help you find it.

Real Estate Teams & Brokerages

Stop paying Zillow for leads you already own.

Lily identifies the move-up buyers, downsizers, and investors hiding in your database, so your agents spend their time closing, not cold-calling.

Build a business with predictable pipeline and real enterprise value.

Key Features

Mortgage Brokers & Loan Officers

Your past borrowers are your best future clients — if you can reach them at the right moment.

Lily monitors financial triggers in real-time, so you’re the first call when a client’s rate makes refinancing a no-brainer, or when a life event signals a new purchase.

Key Features

Home Services, Solar & Field Sales

From roofing to solar to door-to-door.

If you’re managing a high-volume database of prospects, Agent Legend’s predictive scoring turns chaotic data into a prioritized hit list your reps can work immediately, without building a data science team from scratch.

Key Features

Measured. Verified. Repeatable.

What happens when you stop guessing
and start knowing.

4.4–5×

Higher conversion rate for leads Lily scores 90+ vs. leads chosen at random

28–55%​

Average campaign response rate across the platform (vs. industry average of 2–6%)

19.7 hrs​

Average hours saved per user per month by eliminating manual database sorting

730

Appointments booked in 10 weeks by one team — while making 578 fewer manual calls per week

“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%.”
— Verified Agent Legend Customer, Mortgage Professional

“Agent Legend has had a tremendous impact on our business — not only have they helped qualify 33% more customers, but they lowered our screening costs by 38%.”
— William John, CEO of Real Geeks

Meet Hazel

Meet Hazel: Personalized Outreach, Fully Automated

Also available in standard drip format

Hazel takes furious action without you lifting a finger — complementing, not replacing, your sales team.