Lead Routing & Assignment
Configures which agent on the team receives newly captured leads from the brokerage's IDX surface.
- Built for
- Team lead / brokerage owner
- Also for
- Working agent (receives the routed leads)
What it does
Configures which agent on the team receives newly captured leads from the brokerage's IDX surface. Rules tie incoming leads to specific roster members so the right agent is contacted, notified, and credited with the lead.
Key capabilities
- Default-agent routing
- Source-based routing tied to roster members
- Configuration UI under Website settings
- Drives downstream notifications and CRM sync attribution
Good to know
- Routing is configuration-driven, not ML. Round-robin and capacity-aware routing are not currently built in
- Source-based routing depends on the lead-capture surface carrying a routable identifier
Why teams choose this
-
Brokerages can guarantee every captured lead lands with a specific agent, so none of them slip through the cracks
-
Source-based routing lets a single brokerage site funnel different page sources to different specialists
See Lead Routing & Assignment in your stack
Live demo, no commitment. We'll show you how this fits with HighLevel, Follow Up Boss, and your MLS.