A showing request at 11:07 pm, an enquiry on a pre-construction project, a question typed into the assistant: each becomes a lead that keeps what the person was looking at. Routing decides who owns it before anyone has opened the portal, and the agent's email carries the listing, the contact and the time the buyer asked for.
Leads
Everybody who has asked you something through your website. 3 need assignment.
Every way a visitor can raise a hand on your site ends in the same place, with the same fields: who they are, what they were looking at, and what they asked. Consent is recorded on each one.
A question on a listing page, on a board listing your site is entitled to show or on one of your own exclusives. The lead keeps the listing.
Type · InquireA date, a band (Morning 8am–12pm, Afternoon 12pm–5pm, Evening 5pm–9pm) and in person or virtual. Requested until the agent confirms a time.
Type · ShowingAn enquiry on a project, with the floor plan they were reading. The project's agent is assigned first, before any routing rule.
Source · Pre-constructionWhen one named property is in a chat, the assistant offers a short form. It arrives here as a lead on that listing.
Type · InquireQuestions with a reason (Buying, Selling, Valuation, General question, Other) land in the agent's Inquiries with a status and internal notes.
Inquiries · New, In progress, ClosedA lead from a customer account links to their record, so the agent sees the homes they saved, watched and viewed before calling.
CustomersRouting is a short ladder, applied in the moment the lead is created. The person closest to the property wins: the project's agent, then the listing's own agent, then whatever rule the lane carries. Only when nothing matches does the lead wait for a human to assign it.
The email that reaches the assignee is short and complete: what was requested, on which property, by whom, and how to reach them. Reply-to is the customer, so answering the email answers the person. In the portal the lead opens with the same facts, and a showing keeps a Requested time separate from a Confirmed one.
| Inquiry | Reason | Status | Created |
|---|---|---|---|
| Marcus Bell | Buying | In progress | Fri 5 Sep |
| Anita Kaur | Valuation | New | Sat 6 Sep |
The moment a lead is created or assigned, the rest of the platform can act on it. This is the handoff the Lead Engine story is built on.
The New Lead trigger in Automation Flows fires on lead assigned or lead created, your choice, so the first text can go out before the agent wakes up.
The agent's reply and the customer's next message land in the Communications Inbox, on the same thread, with the lead's listing attached.
Every lead writes a consent record: what the person agreed to, when, and hashed evidence of the request. What you may text or email them is settled at the door.
If they were signed in, the lead joins the homes they saved, watched and viewed, so the next call starts from what they actually want.
The Leads screen, the queue, the agent views and the notification emails come with Growth. Dominance AI adds the three automatic modes, Random, Fixed turns and By area, per lane.
Unlimited agents, the manual CRM, listing search and customer accounts.
Automatic follow-up after assignment is the Automated AI Lead Engine add-on, on Growth or Dominance AI.
If the board's listing agent is a member of your brokerage, they are assigned. Otherwise the lane's rule applies: Manual leaves it in your queue, the automatic modes assign it. Either way the lead keeps the listing it came from.
You list the agents in order. Each new lead in that lane claims the next slot atomically, so two leads arriving at the same second go to two different people, and an agent who is inactive is skipped without breaking the rotation.
The agent's own service areas, set under Profile › Service areas: neighbourhoods first, then cities. If nobody lists the listing's area, the lead stays in the queue for a person to assign rather than going to someone who does not cover it.
The assigned agent, by email, with the listing, the contact and the requested time, and reply-to set to the customer. An unassigned lead notifies the brokerage inbox instead. For pre-construction enquiries you can copy the brokerage inbox as well.
A lead is tied to a property: an inquiry or a showing request on a listing or a project. An inquiry in the agent's Inquiries screen is a contact question with a reason, such as Buying or Valuation, and carries internal notes and a status of its own.
Yes. Each lane's mode and turn order is edited from the Leads screen and saved with Save routing. It applies to the next lead; existing leads keep their assignee unless you reassign them.
Leads, the queue, assignment by hand and all the agent views are. The three automatic modes, Random, Fixed turns and By area, are part of Dominance AI and show as locked until the plan includes them.
Growth brings the Leads screen and the queue; Dominance AI adds routing by lane, by turn and by area. Either way the agent's email carries the listing, the contact and the time the buyer asked for.