An independent real estate brokerage · San Diego County · 2026
Their leads were disappearing.
Leads arrived from four portals into three inboxes and one spreadsheet. Whoever saw it first worked it. Everyone assumed someone else had followed up.
Unified lead intake
Routing + round robin
AI qualification agent
Pipeline + forecast
The system, roughly
Here is what happens now.
- 1 Four portals, one door
Portals, the site, the sign-call line, referrals — normalized into one record.
- 2 Deduped and scored
The same person from two sources becomes one contact with two touchpoints.
- 3 Routed in seconds
Round robin, with an override for whoever already works that street.
- 4 Qualified by an agent
Timeline, financing, motivation — asked politely, logged automatically.
- 5 Nothing sits
Anything untouched for thirty minutes escalates. Loudly.
Roughly what it looks like
Sanitized and reseeded with fake data — but the shape is the shape.
Pipeline value
$0
Open leads
0
What changed
Leads with no follow-up
38%
0%
Speed to first touch
19h
2m
Deals in pipeline
$1.4M
$3.9M
“We did not hire anyone. We just stopped losing people.”
— Broker / Owner
Built with — last, because you should not have to care
Different business, same shape of problem?