Morgi.ai · AI Deal AcceleratorFrom kickoff to fully autonomous in 28 days.
WEEKS 1–2
Pilot
- →Custom fields, tags, pipeline stages
- →7-day immediate-response cadence
- →Smart lists by source (FRU vs TU)
- →Ask AI activated on pilot account
- →Mon/Thu cadence rhythm established
WEEK 3
House Team — 12 LOs
- →Round-robin lead routing live
- →A2P 10DLC under client EIN
- →All 12 FRU webhooks connected
- →Owner dashboard shipping
- →Simplified loan-officer UI
WEEK 4
1099 Network — 40+
- →Sub-account template cloned from pilot
- →Self-serve 1099 onboarding flow
- →Per-agent FRU webhook activation
- →Lending Pad bridge live
- →Go-live + full IP transfer
Go-live = admin ownership + JSON artifacts + canonical schema + runbook handed over. Build-and-release is the commitment.