Brokers: assign new leads to the right agent instantly
Brokers: assign new leads to the right agent instantly
Brokers receiving many leads face ownership confusion that delays follow-ups and risks missed showings. This workflow sets agent ownership on new leads so brokerage staff start follow-up right away.
Overview
Ownership confusion costs brokers showings and commission. This workflow guarantees every new lead is assigned or reassigned to the right agent so brokerage ops and agents start follow-up right away and accountability is clear. Teams report faster response times and zero ownership gaps.
Notable Features
- Assign agent ownership on capture
- Reassign leads based on rules
- Notify broker and assigned agent