FreeAgent9 is a personal AI assistant for mortgage LOs, real estate agents, and insurance producers. Morning briefings, guideline answers, rate alerts, client reminders — all via iMessage or SMS. No app. No login. Just text.
Built for professionals who live on their phone. Every feature is designed for speed — ask a question, get an answer. No menus, no dashboards, no learning curve.
Wake up to a concise text: today's rates vs. yesterday, your closings, pipeline flags, and the one thing that needs your attention first. Delivered at 7 AM sharp.
FHA DTI limits? VA funding fees? Conforming loan limits? Ask in plain English, get accurate answers with citations in seconds. Faster than searching the selling guide.
Get notified when rates move more than 0.125% intraday. Know when to lock, when to float, and what to tell your borrowers — without watching MBS all day.
"Remind me to call the Garcias about their appraisal at 3pm." Done. Never let a follow-up slip through the cracks again. Manages 40+ active files effortlessly.
Rehearse objection handling, rate lock conversations, and realtor pitches with an AI that knows mortgage. Sharpen your scripts between calls.
Need a LinkedIn post about a milestone closing? A market update for your referral partners? Just tell your agent what to write. On-brand, ready to post.
You text a number. The AI knows your industry, your workflow, and your preferences. That is the entire product.
Pick your plan, tell us your role and what you need. Takes 5 minutes. We handle the rest — no IT department required.
Within 24 hours, you receive a dedicated phone number. Save it as a contact. Your AI assistant is ready to text.
Tell your agent your schedule, your rate source, your team members, your preferences. It learns and adapts. The more you use it, the more useful it gets.
Morning briefings arrive automatically. Everything else, just ask. Guidelines, reminders, social posts, rate checks — all via text. No app to open. No password to remember.
No contracts. No hidden fees. No annual commitment. Start with Starter, upgrade when you are ready.
14-day free trial. No credit card. Cancel anytime.
Currently onboarding by invitation. Spots are limited.