Skip to main content

Agent · Backlog

AI Prospecting & Outreach Agent

Handles top-of-funnel prospecting and outreach for loan officers: conversational home search, prescreening and prequalifying purchase prospects, and booking engaged clients onto the LO's calendar.

Not yet specifiedAutonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Engage web/app leads conversationally
  • Prescreen and prequalify purchase clients
  • Nurture via omnichannel outreach
  • Schedule LO appointments
  • Hand off enriched lead context to the LO

Systems and data it works with

  • CRM (Salesforce/Total Expert)
  • POS (Rocket, Blend)
  • Soft-pull bureau API
  • Home search platform (Redfin)
  • Calendaring