- 1Step 1
Lead comes in
From Zillow, a yard sign, a listing ad, your website, or most major lead sources — the moment a prospect reaches out through a connected workflow, LeadHandler begins the first-response and qualification process.
- 2Step 2
AI answers
Voice or text — the lead gets a fast first response through a conversational workflow instead of waiting on manual follow-up.
- 3Step 3
Qualifies and scores
LeadHandler collects name, intent, timeline, budget, and pre-approval status. Lead readiness is structured based on the information collected — no agent time required for intake.
- 4Step 4
Captures the next step
LeadHandler helps move qualified leads toward a concrete next step — a consultation, callback, or scheduled conversation with one of your agents depending on the brokerage workflow.
- 5Step 5
Routes to the right agent
Qualified leads are routed based on configured rules — by area, round-robin, or broker-only pond. The agent gets a summary, transcript, and clear next action.
- 6Step 6
Follows up automatically
If an agent doesn't respond, LeadHandler can escalate. If a lead goes quiet, re-engagement workflows can help reduce dropped handoffs.
- 7Step 7
Broker sees the pipeline
Broker dashboard showing lead flow, conversation activity, agent responsiveness, and operational bottlenecks. ROI by source helps identify what's working.
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