Add new brokerage leads to tracking table and sheet
Add new brokerage leads to tracking table and sheet
Your website leads arrive without standardized contact context, causing agent handoffs and escrow prep to stall. It centralizes lead details for brokers and escrow teams the same day.
Overview
When website leads are inconsistent, agents waste time parsing details and escrow gets delayed. This flow captures every new lead into a central tracker and spreadsheet so brokers and escrow coordinators get clean records for same-day outreach.