Real estate brokers: assign monthly portal leads to agent
Real estate brokers: assign monthly portal leads to agent
Brokers leave portal contacts unassigned, risking missed showings and lost commissions. A monthly reassignment gives a designated agent ownership so outreach starts promptly.
Overview
Leads from external listing portals often sit unassigned, costing brokers showings and commissions. This monthly reassignment workflow guarantees designated agent ownership across your CRM, eliminating unowned prospects and ensuring outreach happens promptly. Customers report fewer unassigned contacts and faster follow-up when they use a scheduled ownership process.
Notable Features
- Assign portal contacts to agent
- Schedule monthly ownership reassignment
- Notify agent of new ownership