Real estate brokers: reassign smart-list leads to agents monthly

Brokers watching saved lead lists risk losing prioritized prospects, showings, and commissions. Monthly reassignments give clear ownership so agents follow up and commissions are protected.

Overview

Brokers risk losing commissions when prioritized leads sit unassigned; scheduled reassignment removes that gap by giving every saved-list contact clear ownership. That means agents follow up faster, pipeline ownership is consistent, and fewer showings slip through the cracks.

Notable Features

Schedule monthly reassignment of leads
Update CRM owner field for contacts
Notify assigned agent of new leads