AgentAssistant Review 2024

With the help of our in-house editorial team, our platform’s members and external subject matter experts, this comprehensive review of AgentAssistant became possible and available for free to those considering this solution!

In this review we evaluated AgentAssistant’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.

All the customer reviews and ratings on this page have been submitted by our platform’s members who either currently use or used to use the reviewed product/service in the past. We never receive any compensation for the inclusion of products and/or services in our product/service reviews. However, by visiting retailer/manufacturer of the reviewed product/service by clicking links within our content may earn us commissions from your purchases. Read our editorial guidelines to learn more about our review and rating process.

— Kimberly Anderson, Senior Creative Editor at Real Estate Bees

AgentAssistant is a real estate ISA (Inside Sales Agent) company and platform that helps agents get leads and nurture them through the sales funnel.

The company supports agents in the screening and verification of leads through its internal US-based ISA team.

Besides agents, AgentAssistant can also be used by mortgage lenders and lead generation companies, thanks to its huge network of agents.

Lenders and lead generation companies can share their leads with AgentAssistant, and the company will distribute them to its agent network for closing.

Once closed, AgentAssistant pays out a success fee to the companies.

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The following are various ways agents, brokers, lenders, and lead generation companies can use AgentAssistant:

• Lead generation — AgentAssistant provides agents on the platform with exclusive monthly real estate leads that have been vetted and verified by the company’s in-house ISA team. Work with a customer service rep to tailor a leads package based on your budget and length of subscription.

• Lead screening — All the leads you receive from AgentAssistant are pre-vetted by the company’s internal ISA team or real estate virtual assistants. The team gathers information about the buyer’s/seller’s buying or selling intent, timeframe, and pre-approval procedures, among other qualifiers. This ensures the leads are ready to buy/sell, increasing your chance of closing.

• Lead follow-up and nurturing — AgentAssistant uses various techniques to follow up with your leads. The company calls, texts, and runs automated (email and SMS) drip campaigns on your leads for up to 6 months. As a result, no leads fall through the cracks, and you can close more deals.

• Warm transfer — AgentAssistant transfers leads to agents through warm transfer. Here, an in-house ISA agent will transfer you to the buyer/seller via call, providing you with all their relevant information before transferring you to the client. Warm transfer allows you to build better rapport with clients and increase your chances of closing.

• Distribution and sharing of leads — Mortgage lenders and real estate lead generation companies can join AgentAssistant and share their leads on the platform. AgentAssistant will distribute the leads to agents on the platform for follow-up and closing. Once a deal is closed, AgentAssistant pays a success fee to the lender or realtor lead generator.

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• Real estate agents
• Real estate brokerage firms
• Real estate lenders
• Mortgage brokers
• Lead generation companies

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Yes. This real estate broker tool is a legitimate ISA platform that has been in service since 2017, with physical headquarters in Holly Springs, GA.

The platform is one of the most widely used ISA platforms in the U.S.

AgentAssistant has grown to become quite popular within the real estate community, with more than 250,000 members.

The platform has received many positive reviews on various internet resources, such as social media and software review websites like Google Reviews, BBB (Better Business Bureau), and Birdeye.

When it comes to user and data security, AgentAssistant ensures safety by using encrypted SSL connections on its website.

The company stores all user data in secure servers and controlled facilities with limited access.

Additionally, as a brand, AgentAssistant has a public profile. The company has an official and active Facebook page where it provides company and their real estate software updates. The page has over 3,000 followers.

That said, there are a number of complaints on the internet about the AgentAssistant platform. Several users have claimed that they haven’t received refunds in situations where they should have.

Some users claim that they were unable to terminate their subscriptions, while others have stated that customer service was unresponsive.

While the complaints may be true, there’s evidence to indicate that, overall, AgentAssistant is not a scam.

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No customer reviews found

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AgentAssistant does not provide information regarding the platform’s costs on the company’s official website.

Still, the company does not charge any upfront fees — agents only pay service (success) fees after closing, similarly to using real estate lead referral programs.

There are currently two subscription packages that agents can join:

1. LeadShare — A plan that offers lead generation, follow-up, and nurturing
2. LeadShare+ — A plan in which agents bring their own leads. AgentAssistant only supports you through lead follow-up and nurturing.

For both plans, AgentAssistant will deduct a success fee once you have closed the deal.

Mortgage Lenders and Lead Gen Companies Pricing

Besides agents, AgentAssistant is also used by mortgage lenders and lead generation companies to sell real estate leads.

Unfortunately, the company does not provide information on the payment models for lenders and lead generation companies.

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LeadShare

LeadShare is the service option for agents who want to receive leads and lead-nurturing service from AgentAssistant.

Here, the in-house ISA team will verify and nurture your leads by gathering information about the lead’s buying or selling intent, time frame, pre-approval steps, and budget, among other key qualifiers.

AgentAssistant’s leads are warm and transferred to you over the phone.

Once you close on a lead, you will be expected to pay success fees.

LeadShare+

Agents on LeadShare+ are required to have their own leads — AgentAssistant is only responsible for calling and nurturing your leads.

In this service plan, you will work with a dedicated customer agent to nurture and qualify your leads, so you can focus on closing.

Once you close, AgentAssistant takes a success fee. However, the fee is lower compared to the LeadShare plan since, here, you’re using your own leads.

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Pros

• AgentAssistant leads are exclusive to you, meaning your competitors don’t get them, and you can close more deals.
• The company offers agents flexible, tailored payment plans.
• Leads are warm-transferred over the phone.
• There are text alerts when a lead is qualified for follow-up.

Cons

• The pricing model is unclear — the company website says there are no upfront fees, while customer reviews on the internet suggest that there is an upfront fee.
• There have been several complaints that terminating subscriptions was difficult and that the company continues to deduct fees even after cancellation.

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We couldn’t find any software integrations associated with the AgentAssistant platform.

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• Radius Agent
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• Verse.ai
• RealContact
• Phone Animal

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Awards & Recognition

Best Lead Generation Platform (Awarded by Real Estate Bees)

Press & Media

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Does AgentAssistant have a free trial?

AgentAssistant isn’t clear about its pricing and trial policies.

However, user reviews on the internet indicate that the service has a free 30-day trial period for users who purchase more than 200 leads per month.

How many clients does AgentAssistant serve?

AgentAssistant serves about 250,000 agents, brokers, lenders, and lead generation companies across the country.

Who founded AgentAssistant?

AgentAssistant Inc. was started in 2017 by Patrick Norton, an experienced entrepreneur with decades of experience in the real estate and tech industries.

Patrick has been serving as AgentAssistant CEO since the company was started.

What is AgentAssistant’s customer service number?

AgentAssistant users and prospective clients can inquire about the platform by calling the following customer service line: (866) 311-5441.

You can also reach out in writing by emailing the company at [email protected].

What is the AgentAssistant cancellation and refund policy?

AgentAssistant lets users cancel their service subscription at any time. You can do so by sending a service cancellation request to [email protected], and a customer rep will reach out to guide you on the next steps.

That said, the company doesn’t provide refunds for terminated subscriptions.

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AgentAssistant

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AgentAssistant is a legit live ISA platform that will support you through the lead acquisition and nurturing process.

The in-house ISA and customer service team are responsive and highly trained to speak to clients and conduct warm transfers.

Furthermore, agents on the platform receive warm leads, and as a result, you can build good working relationships with your clients — an important step to become a successful real estate agent.

The platform also has a real-time metrics dashboard for agents that you can use to manage leads and the business as a whole.

Overall, the platform is a suitable option for established and independent agents, as you can have a support agent to manage your calls and follow up with leads.

If your real estate agent goal is to handle more pressing deals, this service can help you in this.

That said, the service has some drawbacks. Many users have complained that the company wasn’t transparent and honest with its payment model.

There have also been complaints from new users that no one from the company reached out to onboard them as promised by the company.

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• Website: Official website
• Phone: (866) 311-5441
• Email: [email protected]
• Address: 100 Paper Trail Way, Holly Springs, GA 30115, USA
• Socials: Facebook, LinkedIn, YouTube

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About the Author:

Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.