Qualifies Inbound Leads
Asks price range, timeline, pre-approval status, must-haves, neighborhoods — before you ever pick up the phone.
- Budget & timeline qualification
- Pre-approval verification
- Needs/wants capture
- Lead scoring & tagging
Meet Morgan — an AI voice agent that qualifies buyers, books showings, answers listing questions, and follows up automatically. 24/7, MLS-integrated, CRM-synced.
Your AI ISA that never sleeps, never forgets, never drops a lead.
Asks price range, timeline, pre-approval status, must-haves, neighborhoods — before you ever pick up the phone.
Checks your calendar in real-time, confirms availability, sends calendar invites with directions, parking, lockbox codes.
Schools, HOA fees, tax history, days on market, comps, virtual tour links, utility costs, flood zone — sent via SMS during call.
SMS/email nurture sequences: new matching listings, price drops, market updates, "just checking in" — all personalized, all automated.
"What's my home worth?" → Instant address capture, auto CMA request, schedules listing presentation on your calendar.
Syncs with Follow Up Boss, LionDesk, KVCore, Real Geeks, BoomTown, Lofty. Every call logs, every lead tagged, every task created.
No tech skills needed. We handle MLS, CRM, calendar — everything.
We learn your farm areas, price points, CRM, calendar, listing inventory, and FAQ patterns. Form or quick call.
We configure Morgan with your MLS feed, CRM fields, calendar, and test with real buyer/seller scenarios. You approve everything.
Forward your calls. Morgan qualifies, books, follows up. You get weekly lead quality reports. You just show up and close.
Full deployment, zero cost for 30 days. After pilot: $500 one-time setup (waived if you continue) + $250/month. No contracts, cancel anytime.
Tell me about your business. Solo agent or team — I'll show you exactly how Morgan works for your market, your CRM, your listings.
Include: name, brokerage/team, CRM, current phone #, biggest pain point
Try: "I'm looking for 3BR under $400k in Winter Park" or "What's my home worth?"
Local install available in FL
Remote pilots everywhere