Multi-strategy routing
Round robin, territory, ZIP, brokerage, luxury, priority, and backup rules evaluated in order.
Platform
Lead Management That Decides Where Every Lead Goes
Routing rules, instant assignment, response-time tracking, and scorecards — so leads reach the right agent in seconds and nobody has to ask who is following up.
- Rule-based
- Routing engine
- Seconds
- To assignment
- Measured
- Response time
Where Leads Are Actually Lost
Very few leads are lost because the marketing was wrong. They are lost in the twenty minutes between arrival and first contact, in the ambiguity about whose lead it is, and in the follow-up that was going to happen on Thursday and did not. Lead management is the unglamorous layer that closes those gaps.
A routing engine, not a shared inbox
iProply routes each lead by rule rather than by whoever notices first. Round robin, territory, ZIP code, brokerage, luxury band, priority tier, and backup assignment are all supported, and rules evaluate in order so a luxury enquiry in a reserved ZIP goes exactly where it should. The lead record notes which rule matched, so routing decisions are auditable rather than mysterious.
Assignment is instant and unambiguous
The moment a rule matches, the lead is assigned, the receiving agent gets a push notification, and the record shows an owner. There is no window in which three people think someone else has it, and no window in which nobody does. Backup routing catches the case where the primary agent does not respond inside the configured window.
Response time is a number, not an impression
Time from assignment to first contact is recorded on every lead. Aggregated into agent scorecards alongside acceptance rate, conversion, and closed deals, it turns "we are good at following up" into something you can actually check — and something a team lead can coach against.
Status that reflects reality
Leads move through stages you define, with the full activity timeline attached: calls, texts, emails, notes, and status changes in chronological order. When a lead resurfaces after four months, the next person to touch it can read the history in thirty seconds instead of starting over.
Key Features
What Lead Management Includes
Instant assignment
Ownership set the moment a rule matches, with a push notification to the assigned agent.
Backup escalation
Unanswered leads reroute to a backup agent after a window you configure.
Response-time tracking
Time from assignment to first contact recorded on every lead, per agent.
Agent scorecards
Response time, acceptance, conversion, closed deals, and ranking in one view.
Full activity timeline
Calls, texts, emails, notes, and status changes in chronological order per lead.
Benefits for Agents
What This Changes in Your Business
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No lead sits unowned
Rule-based assignment removes the gap where a lead belongs to nobody in particular.
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Slow follow-up becomes visible
Measured response time makes a coachable problem out of an invisible one.
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Handovers stop losing context
A complete timeline means the next person picks up where the last one stopped.
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Routing is fair and explainable
Recorded rule matches end the argument about who should have received which lead.
How It Works
Getting Started With Lead Management
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Define your routing rules
Set strategies by territory, ZIP, specialty, price band, or rotation, in priority order.
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Leads route automatically
Each arriving lead is evaluated against the rules and assigned in seconds.
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Agents are notified and act
Push notification, one-tap contact, and status update from web or mobile.
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Performance is measured
Response times and outcomes roll into scorecards you can review and coach against.
Who It Is For
Is Lead Management Right for You?
Team leads and brokers
You distribute leads across several agents and need distribution to be automatic and defensible.
Solo agents with volume
You work alone but receive enough leads that follow-up needs structure rather than memory.
Brokerages tracking performance
You need response-time and conversion data per agent to manage the team on evidence.
Stop losing leads in the handoff
Set routing rules once and let every lead reach the right agent within seconds of arriving.
Frequently Asked Questions
Lead Management — Common Questions
What routing strategies are supported?
Round robin, territory, ZIP code, brokerage, luxury band, priority tier, and backup assignment. Rules are evaluated in the order you set, so more specific rules can take precedence over general rotation.
What happens if the assigned agent does not respond?
Backup routing reassigns the lead to a designated backup agent after a response window you configure. The original assignment and the reroute both stay on the record, so the escalation is visible.
How is response time measured?
From the moment the lead is assigned to the moment the first logged contact occurs — a call, text, or email recorded against the lead. It appears on the lead record and aggregates into the agent scorecard.
Can I see why a lead went to a particular agent?
Yes. The lead record notes which routing rule matched, so assignment decisions are auditable rather than opaque. That matters when an agent asks why a lead in their territory went elsewhere.
Does lead management work with leads from outside iProply?
Yes. Leads imported from other sources or entered manually flow through the same routing rules, scorecards, and timeline, so the whole pipeline is managed in one place rather than split across systems.
Is lead management included or a separate purchase?
Routing, assignment, and the activity timeline are part of the iProply platform that accompanies your lead subscription. Advanced routing configuration and scorecards are available to teams and brokerages — our team can confirm what applies to your setup.
