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Engage and qualify more sales opportunities faster.

Distribute & Assign Leads Faster with Buying Buddy Real Estate CRM

Quickly get leads to the right team member with multiple lead routing methods and role-based lead sharing.

Round Robin

Automatic assignment, or offer/accept.

Agent Territory

Match leads to agents.

Manual

Manually assign leads as needed.

Multiple unique lead routing methods

Buying Buddy's lead assignment policies and built-in lead distribution quickly distributes lead opportunities to your team.

Leads will be assigned or can distributed according to your preferences:

Built-in policies respect referral codes, website rules and listing agent details to initially assign leads.
Immediately route leads to most appropriate agent based on their territory.
Round robin will automate distribution of leads.
Manual lead assignment can be applied at any time.

How a lead is correctly assigned to the right real estate agent using lead distriubution.

Built-in Lead Assignment Policies

General lead assignment policies will ensure that leads are always assigned first to an eligible agent.

Prioritized policies establish if, and how, leads are assigned:

Agents specifically assigned to one of your account websites.
Agent Referral Links are used (e.g. from advertising links).
Agents receive inquiries for their own listings.
Select Agent when registering.

Real Estate Agent receiving a lead for their own listings.

Route leads using Agent Sales Territory

Use Agent Territories to assign leads quickly to the perfect Agent.

Create multiple territories.
Leads are distributed fairly where territories overlap or are duplicated.
Modify, add or change territories at any time.
Create secondary rotation for Loan Officer assignment if desired.

Real Estate Agent receiving a lead for their sales territory.

Use Round Robin to Automate Distribution

Use the round robin methods to distribute unassigned leads.

Add agents to the round robin rotation.
Rotations can be as equal, or biased with duplicate entries.
Assign leads automatically, or use offer-accept with set time limits.

Real Estate Agent receiving a lead from the Round Robin.