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Leads & Database

Every lead worked. Even the ones from 2021.

Your database is the biggest asset you're not working. These agents route new leads to the right person in seconds, tell each agent who to call this hour, and go back through the old ones so nobody has to.

The desk, on duty

  • New Zillow lead

Events handled: New Zillow lead, Saved 3 homes, Quiet 94 days, searching again.

Where the time goes

  • Thousands of past clients and old leads sitting in the database with nobody talking to them.

  • Agents lose the first hour of the day deciding who to call.

  • Round robin hands your best leads to whoever's next, not whoever converts them.

Where each agent works

Follow one lead from the first click to a booked showing, even if it takes a year.

  1. New lead

  2. First call

    Your team
  3. Daily follow-up

  4. Goes quiet

    Your team
  5. Wakes back up

  6. Showing booked

    Your team
Lead Router & Sweeper: Scored and assigned to Dana in 0.8 seconds.

Agent 1 of 3

Lead Router & Sweeper

The right agent in seconds. And if they don't work it, the next one.

On duty
The job
Sends every new lead to the agent most likely to close it, then pulls it back if nobody works it.
Watches
A new lead landing in your CRM, and any lead sitting untouched past your limit
Does on its own
Scores the lead, picks the agent on conversion by source and current load, reassigns stale ones
Checks with you first
Changing the rules. You set them, it follows them.
Works in
Follow Up Boss, with a Slack ping to the agent
Moves this number
Speed to lead

Lead Router & Sweeper

Sample data
Ready to route a lead
Ready to route
New LeadZillow
Sarah Chen
Buyer · Scottsdale North · $600k – $800k
Area matchCapacityPerformance
Priya Anand
Scottsdale North
7 active · 31% close
Tom Briggs
Gilbert / Mesa
12 active · 22% close
Sofia Reyes
Downtown / Tempe
5 active · 28% close
Sample data. The real one runs on your systems with your field names.

What changes for your team

  • New leads reach an agent in seconds, not whenever someone checks.
  • Leads go to whoever actually converts that source.
  • Nothing sits with an agent who isn't working it.

Connects to

Want the proven version you install and own? See the Lead Router and Lead Sweeper solutions.

Running today for a real estate team, now on its sixth version.

  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Agent 2 of 3

Daily Hot List

Every hour, each agent gets the five people to call right now, and why.

On duty
The job
Every hour, gives each agent a short list of who to call right now and why.
Watches
Buying signals: saved homes, video opens, unanswered texts, new leads, old leads waking up
Does on its own
Builds one task per person with the reason on it, keeps the list short, and closes the task when the agent acts
Checks with you first
Changing the cap or the priority order
Works in
Follow Up Boss tasks
Moves this number
Same-day follow-up on hot signals

Daily Hot List

Sample data

Saved homesPriya Shah

Saved homesGlen Ortiz

Saved homesDiego Alvarez

New leadMarcus Lee

Text activityKeisha Moore

Text activityCarla Benson

Video openedThe Wongs

Video openedThe Petersons

Video openedSam Whitaker

Searching againTom Ruiz

New leadRaj Mehta

Searching againJoy Nakamura

Text activityAna Reyes

Searching againLena Fischer

Sample data. The real one runs on your systems with your field names.

What changes for your team

  • Agents start every hour knowing exactly who to call.
  • Hot signals get worked the same day they happen.
  • The list is short enough that people actually finish it.
  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Agent 3 of 3

Database Revival Agent

Goes back through the old leads and starts the conversations nobody had time for.

On duty
The job
Goes back through the old leads, finds the ones worth waking up, and starts the conversation.
Watches
The whole dormant database, re-ranked every day
Does on its own
Ranks leads by real odds of replying, sends a natural check-in by text, and reads the reply
Checks with you first
Handing off. The moment someone's ready, a human agent gets the conversation with the full history.
Works in
Text, then Follow Up Boss and Slack for the handoff
Moves this number
Appointments from leads older than 90 days

Database Revival Agent

Sample data
CSMarcus LeeExampleDormant leads worth a touch this week: 180 of 4,200

A text thread with the agent.

Sample data. The real one runs on your systems with your field names.

What changes for your team

  • The dead half of the database finally gets worked.
  • Your agents only talk to people who already said yes to talking.
  • Every conversation is logged, so nothing gets lost at handoff.
  1. Wakes up
  2. Reads
  3. Decides
  4. Shows up

Example numbers. Change them to yours.

Size it yourself

502,000
5%60%
0.5%10%
$3,000$30,000
Leads falling through each month
60
Extra deals a year if half get worked
7.2
Commission a year
$64,800

Leads a month, times the share falling through, times half of those worked, times your close rate, times 12 months, times your average commission.

Size it with us

More agents for this department

Built on your systems

  • Follow Up Boss
  • Sisu
  • Zillow
  • RealScout
  • Slack
  • Texting
How we connect them

Frequently asked questions

Only if you turn that on, and only with messages that follow your rules. Everything it sends is logged in your CRM.

Round robin is fair to agents. It isn't fair to leads. Routing on who actually converts that source is how the good leads stop going to whoever happens to be next.

Yes. We can run a health check on your Follow Up Boss account first, so you see your own numbers before deciding anything.

How many leads are sitting in your database right now?

Bring it to a 30-minute call. We'll tell you if an agent is the right fit and what discovery would look like for your team. If a simple automation does the job, we'll tell you that too.

Your first agent, live in one month.

Book a consult