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Message the homeowner

Sends as you, into the same thread they use on the report.

Private notes

Add note

Tell us and we change the follow-up strategy so our outreach supports you instead of competing with your conversation.

Deal status

Lead summary

Your current package

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Convert AI

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Name Brokerage Website Years in business

How homeowners see you

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Hand the conversation to you when

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Hottest report activity right now

Sorted by how engaged the homeowner has been this week.

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Apply for referral access

Referral leads are homeowners who came to us ready to transact — often high-price or time-sensitive. We only route them to agents with a track record, so tell us about your production.

Closings in the last 12 months Sales volume, last 12 months Years licensed Average sale price % of business that's listings Team size (including you)

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Est. price

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Situation

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Referral fee

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How referral fees work

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Need to reduce or pause your package?

Contact customer service Mon–Fri, 8–6 CT

Users on this account

Team members who can see leads. Billing access is granted per person.

Add a user

Full name Email Mobile phone

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Lead routing — how new leads get assigned

The assigned agent's branding goes on the homeowner's report for the full 90 days.

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Branding on each user's leads

This is what homeowners see when a lead routes to them. Incomplete branding weakens the report.

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