Lead Matching 11-15-16 - Client Portal

Do you want all of your luxury leads to go to a top agent?
Do you need to route all Zillow sourced leads to your ISA group?
Do you want to handle all seller leads that register?

Then our new Lead Matching tool can solve all of these scenarios for you!

The video above gives a basic tour of how to create rules, and organize them. Here are some best practices to have the most success when creating rules.

*Very important: Make sure your Auto-Import settings on the auto-import settings page are set to “buyer rotation” or “seller rotation” if they are pointing to an agent or “myself” this will override rules based on source.

#ProTips

Creating rules is very easy to do, but it’s important to not let things get to complicated. Adding too many rules quickly may make trouble shooting or verifying things are routing properly difficult. Start by creating 1 or 2 rules at a time, and verify that they work before adding more. Here are some other great tips to get started…

Source 1st: If you want a lead source going to a particular group make that your first rule.
My Listing My Lead: You can add multiple addresses to one agent in 1 rule. (100 listings doesn’t require 100 rules) We’ll be looking to automate more of this later.
Squeeze Based Locations: When you add a location for a rule such as “Mt. Pleasant over 650K” we look at what property a lead was squeezed on to route them through a rule. Highly recommend you always qualify and verify that’s what the lead is really looking for.
Default Rule: Your default rule is your standard lead rotation settings. If a lead doesn’t trigger a custom rule it goes to the default routing.
Assigning Lenders: There is not a default Lender selection, but you can assign a lender to an agent and have all leads routed to that agent. This is helpful if a lender is supporting a particular advertising source like “Facebook” and you would like those leads to be assigned to this lender.

If at any point you wish to edit, pause, or delete a rule simply use the icons in the top right of the rule.

Auto-Import & Zillow Connect Settings!

It’s very important to have your auto-import or connect settings to send leads to the “buyer rotation” or “seller rotation” if you leave it for example as “myself” a rule will NOT override this.

Here’s an example of the proper menu selection for buyer leads being auto imported.