Leads & Hot-Lead Scoring

Every lead scored 0–100, with clear next actions for the hottest ones.

Where leads come from

Leads are created automatically from open-house check-ins and property-search prospecting, or manually from the Leads page. Each lead links to a contact and carries a type: buyer, seller, investor, past client, or referral.

How scoring works

The Lead Scoring Agent scores every lead from 0 to 100 using real signals: buying timeline, pre-approval status, budget, replies to your messages, repeat open-house visits, and requests for similar homes.

90–100 means call immediately. 70–89 is a strong lead to follow up today. 40–69 belongs in a nurture sequence. Below 40 is long-term nurture.

Working a lead

1Open a lead to see its timeline: check-ins, messages sent and received, notes, and status changes.
2Update the status as it progresses: New, Hot, Warm, Cold, Nurture, Appointment Set, Client, Closed, or Lost.
3Send a follow-up directly from the lead page, or let an automation handle it.

Marking a lead's contact as a closed client is what triggers the review-request workflow.