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Agent Legend
Automated SMS, email, ringless-voicemail and letter follow-up for loan officers, with an AI analyst that scores the database for refi and purchase triggers.
| What the AI does | Lily (24/7 AI Database Analyst, Lead Intelligence Score); Conversational AI two-way text qualification; Hazel automated outreach |
|---|---|
| Who it serves | Independent loan officers, Mortgage broker shops |
| Starting price | $199/mo + $299 activation (Starter, 250 contacts/mo); Grow $299/mo + $499 activation; Professional $499/mo + $499 activation |
| Pricing model | Per month flat + per-contact overage |
| Free trial | Yes |
| Best fit | Solo LO, Broker shop |
| Category | AI Lead Follow-up & Borrower Nurture |
| Also fits | Refinance Alerts, Retention & Realtor Partners |
| Works with | Arive, Follow Up Boss, LendingPad, Leaf360, Lofty, BoldTrail, kvCORE, Salesforce |
| Compliance | Posted on the vendor's site: A2P 10DLC registration; TCPA-compliant opt-out language; no SOC 2 named. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Agent Legend is built for loan officers and mortgage brokers who want their past-borrower database worked automatically: Lily, its AI analyst, scores every contact for refinance and purchase triggers, Hazel runs the outreach, and campaigns go out by two-way text, email, ringless voicemail and handwritten letter. Starter is $199/mo plus a $299 activation for 250 nurtured contacts a month, Grow is $299/mo plus a $499 activation and Professional $499/mo plus $499, month to month with a 14-day free trial.
The vendor posts A2P 10DLC carrier registration and auto-appended TCPA-compliant opt-out language on its mortgage page; no SOC 2 is named. Follow Up Boss is named directly, with Arive and LendingPad reached through Leaf360.
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