Qualification Engine

How we decide a lead is qualified

No black boxes. Here's exactly how LeadHandler scores, qualifies, and routes every lead — so only serious buyers and sellers reach your agents.

Required Signals

What the AI must capture before qualifying a lead

BBuyer Signals

Intent confirmed

Buyer, seller, investor, or both

Location captured

City, zip code, or neighborhood

Timeline provided

0-3 months, 3-6 months, 6-12 months, etc.

Budget or financing

Pre-approved, cash, working with lender, or budget range

Not already represented

Confirms they don't already have an agent

SSeller Signals

Seller intent confirmed

Selling or both buying and selling

Property location

Address or neighborhood of listing

Timeline captured

When they plan to list

Motivation captured

Why they're selling (relocating, downsizing, etc.)

Not already represented

Confirms no existing listing agent

All signals required. A lead isn't marked qualified until every gate is passed. This prevents premature routing of unvetted leads to your agents.

Readiness Scoring (0–100)

How the numerical score is calculated

0–30 pts

Timeline urgency

Sooner timeline = higher score

0–25 pts

Financing readiness

Pre-approved or cash buyers score highest

0–15 pts

Location specificity

Zip codes and specific areas score higher than general regions

0–15 pts

Budget clarity

Numeric budget provided vs. vague range

0–10 pts

Motivation signals

Clear reason for buying or selling

0–10 pts

Engagement depth

How many qualifying questions were answered

-10 to 0 pts

Representation check

Already represented leads are scored down

0–39
Low Readiness

AI continues nurturing

40–59
Medium Readiness

May be marked needs attention

60–100
High Readiness

Qualified & routed to agent

Score alone isn't enough. Even a score of 80+ won't qualify a lead if required gates (intent, location, timeline) haven't been captured.

When Your Team Gets Looped In

Some things are best handled by a real person

The AI handles qualification, but some situations genuinely need a person — like scheduling a showing or answering property-specific questions. When that happens, your team gets notified immediately.

Contradictory answers — for example, says "paying cash" but later mentions needing a lender

Lead asks about scheduling a showing, booking an appointment, or anything that requires a real person to coordinate

Strong buying or selling intent, but key details still missing after several messages

Very short or vague responses that make it hard to assess readiness

Any situation where the AI can't confidently determine next steps — it marks the lead as needs attention instead of guessing

Your team stays in control. Leads marked needs attention appear in your dashboard with the specific reason so you can make the final call.

Routing Logic

How qualified leads get to the right agent

1

Lead arrives

Via SMS, web form, or API integration. AI begins qualifying conversation.

2

AI qualifies

Collects intent, timeline, budget, location, and agent status through natural conversation.

3

Score calculated

0-100 readiness score with confidence rating (Low / Med / High).

4

Gates checked

All required signals must be captured before a lead is considered qualified.

5

Routed or marked needs attention

Qualified leads go to the right agent. Edge cases are marked needs attention for your team to review.

Configurable routing rules. Route by area, lead type, agent availability, or round-robin. Set up in minutes from your dashboard.

Built for broker confidence

Every qualification decision is explainable. Your agents see why a lead was scored the way it was, what signals were captured, and what's still missing.

Stop losing leads to slow follow-up

Your brokerage can be live in minutes. See the difference speed makes.