Respond to third-party portal leads for real estate agents

Real estate agents miss portal leads when stage updates lack calls or notes, costing showings and commission. This flow flags uncalled portal leads so agents prioritize outreach within minutes.

Overview

Missed portal leads turn into missed showings and lost commission for agents. This workflow flags listing-site leads that haven't received calls or notes and routes them to the assigned agent for immediate outreach, eliminating overnight misses. Teams adopting it see faster first-touch and clear accountability on every lead.

Notable Features

Flag portal leads missing outreach
Route flagged leads to agents
Mark outside-hours leads for follow-up