Principal brokers capture intake leads into consolidated disposition log
Principal brokers capture intake leads into consolidated disposition log
Principal brokers adding intake rows risk missed showings and lost commission when leads aren't logged. It copies intake rows to a timestamped disposition sheet so every lead is visible for follow-up.
Overview
Intake rows that never make it into a disposition log cost principal brokers showings and commission. This workflow ensures every intake row becomes a timestamped lead record and notifies reps, turning intake into accountable follow-up so response times drop and missed follow-ups are eliminated.
Notable Features
- Create timestamped lead disposition entries
- Append each intake row with timestamp
- Notify sales reps of new leads