Effortlessly work together

IDX & CRM for Real Estate Teams

Coordinate everyone on your real estate team and move everyone forward together.

Team Activity Tracking

Team dashboard helps you monitor team member follow-up and activities.

Lead Distribution

Get new leads quickly to the right agent.


Fully involve your lead coordinators, lender partners and others.

Team Support

Buying Buddy helps share leads and notes, and coordinates tasks - easily - across all team members.
  • Maximize close rates with automation, accountability and coaching opportunities.
  • Bring accountability to your team with activity tracking, and sales forecasting all presented in your team dashboard.
  • Stay up to date on all your team's activities including emails, follow-ups, lead engagement, sales, and tasks.
  • Distribute leads immediately with Round Robin or Territory Rules.
  • Multiple roles for team members enables more sophisticated workflow allowing team members to easily collaborate on shared leads.
See Demo
Real estate team discussing leads and sales performance in the CRM.


Collaboration and Teamwork. Buying Buddy helps to automate even the most complicated and time consuming tasks
  • Multi-role lead assignment provides for controlled lead sharing.
  • Share leads with upto 4 multi-role team members including loan officers.
  • Use action plans to coordinate lead follow up and communications by team members: Agent, Assistant, Loan Officer, and others.
  • Coordinate workflow and action plans for improved communication and higher levels of lead engagement.
See Demo
A real estate lead assigned to multiple roles in the CRM.

Lead Routing

Maximize each lead opportunity by routing them sensibly and automatically. Save time, save confusion, save your leads from going elsewhere.
  • Multiple unique lead routing methods quickly distribute lead opportunities to your team.
  • Agent territory rules for natural routing of leads to most appropriate agent.
  • Round robin with timer options for simple lead distribution.
  • Concierge lead management and lead assignment for unassigned leads.
  • Or, allow leads to be assigned by referral code or website assignment rules.
See Demo
Leads being assigned to the right real estate agent using rules, territory and round robin.

Create Consistent Team Processes

Define the business processes you want your team to use when working with leads.

A customized workflow prompts your lead managers, agents, and assistants to make calls using your scripts, send follow ups with pre-set messages, and collaborate with other team members.

See Demo
Team workflow example showing coordination of user roles with tasks, emails and SMS messaging.

Team Management

Manage your team, help them achieve their goals, and encourage professional growth.
  • Team dashboard helps with coaching goals and early identification of issues.
  • Buying Buddy's unique sales forecasting feature gives projections on the pipeline, closings, and revenue by agent.
  • Communication and action audit trail provides transparency and accountability.
See Demo
Team Leader dashboard showing activity and performamce of real estate agents.
Or, call: 800.205.0317

Real Estate Teams - Common Questions

Buying Buddy's multi-user account includes two users with full access to the CRM. Each additional team member with abilities to manage leads is considered as an additional Lead Manager user.

See pricing page for details.

Buying buddy supports multiple roles to be assigned to each lead. This allows up to four separate users to work on a lead. A loan officer can be added to your account as a Lead Manager user.

There is a hierarchical set of rules that determines how leads are assigned. For example, if a team member sends traffic using their own referral code in the link, e.g. from a Facebook advert, then this will always be assigned to that user.

Following this are other rules that can assign leads based on the property being viewed. If the lead is still unassigned, agent sales territory area can be set up to assign leads to agents based on their defined areas.

Finally, the round robin method is the last option, which allows selected agents to participate in the various round robin distribution methods.

The team dashboard displays all the agents in your team. This dashboard will provide analytics on the key metrics to help you manage the team. This includes such data as last login, leads not engaged, outstanding tasks, number of leads etc.

The campaign system creates an automated workflow for real estate teams. Workflow actions include activities such as tasks and emails. Workflows can be constructed as campaigns and apply to leads to guide team members through the defined sales processes.