IDX & CRM for Real Estate Teams

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.