Jason Astwood Asked:

“Do you guys have funnels for loan officers or real estate agents?”


The Answer

Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects into clients with ease.

Where to Find These Funnels:
Visit the “Click and Play” library to see the funnels, Triggers, Campaigns, Pipelines, & more!

Our real estate and mortgage funnels are designed to:
Capture new leads with high-converting landing pages
Automate follow-ups using SMS, email, and ringless voicemail
Streamline client management with pipelines and workflows
Book appointments directly into your calendar

If you’re in real estate or mortgage lending, these tools will save you time and energy while boosting conversions.


Additional Resources

For more insights on real estate and mortgage marketing, check out these blog posts:


Watch and Learn

Also, check out our YouTube channel for more resources to help you thrive, like this video:
🔗 From Lead to Lifelong Client: Branning Bundles 101