First Name
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Last Name
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Company
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Email
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What are you interested in Level 2 or Level 3 Agent Buildout?
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Agent 2 (Voice and Chat)
Agent 3 (Autonomous)
Both
1. What type of real estate business are you?
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Real Estate Agent
Mortgage Lender/Loan Officer
Title Company
Escrow Company
Brokerage Owner
Other
1. If you choose "Other" please share below
2. What's your primary business focus?
Residential Sales
Mortgage Lender/Loan Officer
Title or Escrow
Brokerage Owner
Other
2. If you clicked "Other" fill out below.
3. What are your biggest challenges with inbound calls/messages? (Select all that apply)
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Missing calls during showings/meetings
After-hours inquiries going unanswered
Qualifying leads takes too much time
Repetitive questions about listings/rates
Scheduling appointments manually
Following up with leads consistently
Other
3. If you checked "Other" fill out below
4. How many inbound calls/messages do you typically receive per week?
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0-10
11-25
26-50
51-100
100+
5. What would you like your Level 2 Agent to handle? Select all that apply
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Answer basic property information
Schedule showings/appointments
Capture lead information
Provide mortgage information
Explain your services
Transfer urgent calls to you
Take messages for callback
Qualify buyer/seller readiness
Other
5. If you choose "Other" please add below
6. For chat/text interactions, what should your AI agent do? (Select all that apply)
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Respond to website inquiries instantly
Answer FAQ about your services
Collect contact information
Schedule appointments
Nurture leads with follow-ups
Other
6. If you choose "Other" fill out below
Option 1
Option 2
Option 3
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7. What CRM do you currently have?
8. How well versed are you on AI and AI Agents?
1 - New to AI
2 - Intermediate Understanding
3- Advanced, have deployed AI Agents and use AI more than just writing emails and social media captions.
Bonus: If you had a magic wand when using AI, what would you do with it? 🪄
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Additional notes or requirements:
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